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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 %
APW
651
Atlantic Private Wealth
North Carolina
$4.89K – – –
NMG
652
New Millennium Group
Utah
$4.65K +$4.65K +85 New
FWP
653
FAS Wealth Partners
Kansas
$4.49K – – –
NC
654
NewSquare Capital
Pennsylvania
$4.38K +$4.38K +80 New
ADL
655
Asset Dedication LLC
California
$4.32K +$3.99K +73 +1,217%
CWA
656
Carolina Wealth Advisors
South Carolina
$3.83K – – –
IWM
657
IMG Wealth Management
Florida
$3.45K +$3.45K +63 New
RIA
658
Realta Investment Advisors
Delaware
$3.42K -$23.2K -420 -87%
VHAM
659
Van Hulzen Asset Management
California
$3.17K +$3.17K +58 New
JFGIW
660
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.06K -$2.67K -47 -47%
Simplex Trading
661
Simplex Trading
Illinois
$3K +$3K +67 New
IHWM
662
Iron Horse Wealth Management
Iowa
$2.52K -$547 -10 -18%
MAS
663
MPWM Advisory Solutions
Georgia
$2.3K +$2.3K +42 New
C
664
Covestor
United Kingdom
$2K +$333 +6 +20%
CJH
665
Christopher J. Hasenberg
Wisconsin
$1.97K – – –
S
666
Sachetta
Massachusetts
$1.91K – – –
KIM
667
Kestra Investment Management
Texas
$1.7K +$1.7K +31 New
BBHC
668
Brown Brothers Harriman & Co
New York
$1.48K – – –
CSC
669
Caldwell Sutter Capital
California
$1.31K – – –
SL
670
Salomon & Ludwin
Virginia
$1.31K +$1.31K +24 New
RPCA
671
Running Point Capital Advisors
California
$1.26K – – –
KHC
672
Koesten Hirschmann & Crabtree
Kansas
$766 -$3.94K -72 -84%
CTB
673
Country Trust Bank
Illinois
$656 -$1.7K -31 -72%
CAWM
674
Capital A Wealth Management
Pennsylvania
$602 +$602 +11 New
Citigroup
675
Citigroup
New York
$219 -$41.4K -756 -99%
25 26
27
28 29