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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

676 hedge funds and large institutions have $10.7B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+57
Holders Change %
+9.21%
% of All Funds
9%
Holding in Top 10
55
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.84%
% of All Funds
0.73%
New
106
Increased
295
Reduced
196
Closed
34
Calls
$115K
Puts
–
Net Calls
+$115K
Net Calls Change
+$60K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$4.21B
2
FWI
2
Facet Wealth Inc
Maryland
$144M
3
TPSF
3
Texas Permanent School Fund
Texas
$163M
4
Bank of America
4
Bank of America
North Carolina
$79.7M
5
LPL Financial
5
LPL Financial
California
$704M

Top Sellers

1
AA
1
ACT Advisors
North Carolina
$0
2
SC
2
Savant Capital
Illinois
$50.1M
3
AG
3
AlTi Global
New York
$295M
4
LGW
4
Leslie Global Wealth
Illinois
$2.16M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
601
Wintrust Investments
Illinois
$36K – – –
WIM
602
Westside Investment Management
California
$35.2K – – –
WAS
603
Winch Advisory Services
Wisconsin
$34.5K +$109 +2 +0.3%
AG
604
AmeriFlex Group
Nevada
$34.1K +$34.1K +601 New
DF
605
DecisionPoint Financial
Arizona
$33.5K – – –
TF
606
Tompkins Financial
New York
$32.3K – – –
WTFG
607
Wood Tarver Financial Group
Idaho
$32K +$32K +586 New
GJIA
608
Glass Jacobson Investment Advisors
Maryland
$31.9K +$55 +1 +0.2%
SN
609
Sittner & Nelson
Oregon
$30.9K – – –
CTC
610
Central Trust Company
Missouri
$30.3K – – –
National Bank of Canada
611
National Bank of Canada
Quebec, Canada
$30K -$2.02K -37 -6%
RIL
612
Rothschild Investment LLC
Illinois
$28.8K +$55 +1 +0.2%
HIIFS
613
Harel Insurance Investments & Financial Services
Israel
$27K – – –
GEA
614
Glen Eagle Advisors
New Jersey
$26.7K +$26.7K +489 New
CFFP
615
Center for Financial Planning
Michigan
$26.3K +$26.3K +481 New
CFGS
616
Concourse Financial Group Securities
Alabama
$25.8K – – –
HFS
617
Hopwood Financial Services
Virginia
$25.7K +$25.7K +469 New
BCWM
618
Bartlett & Co Wealth Management
Ohio
$25.2K -$109 -2 -0.4%
SS
619
Sunbelt Securities
Texas
$23.2K – – –
CW
620
Curio Wealth
Maryland
$21.7K +$21.7K +397 New
WWP
621
WR Wealth Planners
Missouri
$20.2K -$18.9K -346 -48%
ACA
622
Atlas Capital Advisors
Wyoming
$19.6K +$6.24K +114 +47%
MSG
623
Main Street Group
Virginia
$18.9K – – –
MCA
624
Maryland Capital Advisors
Maryland
$14.9K +$14.9K +273 New
BCMLT
625
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.2K +$1.26K +23 +10%
23 24
25
26 27