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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 %
TIM
676
Tortoise Investment Management
New York
$219 – – –
NS
677
NBC Securities
Alabama
$202 -$249K -3,705 -100%
AA
678
ACT Advisors
North Carolina
– -$28.1M -513,615 Closed
D.E. Shaw & Co
679
D.E. Shaw & Co
New York
– -$3.21M -58,708 Closed
CSPIA
680
Cary Street Partners Investment Advisory
Virginia
– -$2.89M -52,841 Closed
TRCT
681
Tower Research Capital (TRC)
New York
– -$2.39M -43,678 Closed
PFA
682
Pinnacle Family Advisors
Missouri
– -$1.88M -34,410 Closed
Susquehanna International Group
683
Susquehanna International Group
Pennsylvania
– -$1.76M -32,207 Closed
Two Sigma Investments
684
Two Sigma Investments
New York
– -$1.45M -26,500 Closed
CCFM
685
Clear Creek Financial Management
Washington
– -$1.22M -22,357 Closed
GS
686
GTS Securities
New York
– -$685K -12,523 Closed
BWP
687
Baldwin Wealth Partners
Massachusetts
– -$589K -10,777 Closed
ARC
688
Advisor Resource Council
Texas
– -$513K -9,377 Closed
DAS
689
Diversify Advisory Services
Utah
– -$479K -8,696 Closed
KFS
690
Kelly Financial Services
Massachusetts
– -$364K -6,652 Closed
ES
691
ETF Store
Kansas
– -$332K -6,072 Closed
TSS
692
Two Sigma Securities
New York
– -$310K -5,664 Closed
FTUS
693
Flow Traders U.S.
New York
– -$292K -5,342 Closed
SC
694
SouthState Corp
Florida
– -$282K -5,160 Closed
EGM
695
Engineers Gate Manager
New York
– -$269K -4,922 Closed
BW
696
Bison Wealth
Georgia
– -$253K -4,627 Closed
SF
697
Safeguard Financial
Wisconsin
– -$232K -4,243 Closed
MWM
698
Merriman Wealth Management
Washington
– -$212K -3,869 Closed
FIM
699
Fernwood Investment Management
Massachusetts
– -$202K -3,696 Closed
ITIM
700
Indiana Trust & Investment Management
Indiana
– -$68.8K -1,258 Closed
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