SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

619 hedge funds and large institutions have $9.78B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 291 increasing their positions, 187 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+33
Holders Change %
+5.63%
% of All Funds
8.96%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
0.74%
New
62
Increased
291
Reduced
187
Closed
25
Calls
$55K
Puts
–
Net Calls
+$55K
Net Calls Change
+$65K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$4.01B
2
Betterment LLC
2
Betterment LLC
New York
$945M
3
TPSF
3
Texas Permanent School Fund
Texas
$54.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$79.4M
5
FCAS
5
First Command Advisory Services
Texas
$39.3M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$460K
2
OFS
2
OneAscent Financial Services
Alabama
$0
3
SC
3
Savant Capital
Illinois
$64M
4
AG
4
AlTi Global
New York
$305M
5
JFA
5
JNBA Financial Advisors
Minnesota
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
626
Worth Asset Management
Texas
– -$708K -13,807 Closed
APP
627
Avantax Planning Partners
Iowa
– -$708K -13,798 Closed
TI
628
Trexquant Investment
Connecticut
– -$468K -9,114 Closed
WWS
629
Wellington Wealth Strategies
Indiana
– -$370K -7,214 Closed
ML
630
McAdam LLC
Pennsylvania
– -$323K -6,294 Closed
SGI
631
Summit Global Investments
Utah
– -$318K -6,194 Closed
IFPG
632
Intrepid Financial Planning Group
Indiana
– -$313K -6,106 Closed
SAG
633
SageView Advisory Group
California
– -$300K -5,843 Closed
Tudor Investment Corp
634
Tudor Investment Corp
Connecticut
– -$288K -5,619 Closed
EB
635
Emprise Bank
Kansas
– -$225K -4,384 Closed
Marshall Wace
636
Marshall Wace
United Kingdom
– -$211K -4,107 Closed
VAG
637
VisionPoint Advisory Group
Texas
– -$68.3K -1,331 Closed
ATPW
638
Ashton Thomas Private Wealth
Arizona
– -$59.8K -1,165 Closed
MG
639
Mather Group
Illinois
– -$32.2K -604 Closed
TSWM
640
Tyler-Stone Wealth Management
Ohio
– -$22.7K -442 Closed
EC
641
EdgeRock Capital
Colorado
– -$14K -273 Closed
SIS
642
Sound Income Strategies
Florida
– -$11.4K -223 Closed
SHIM
643
Stone House Investment Management
Pennsylvania
– -$8.16K -159 Closed
HFS
644
Horizon Financial Services
North Carolina
– -$3.39K -66 Closed
NC
645
NewSquare Capital
Pennsylvania
– -$3.28K -64 Closed
TWP
646
Triad Wealth Partners
Kansas
– -$770 -15 Closed
22 23 24 25
26