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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 %
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$18.3M +$3.3M +60,272 +22%
IPW
52
Impact Partnership Wealth
Georgia
$18.3M +$2.77M +50,667 +18%
MML Investors Services
53
MML Investors Services
Massachusetts
$18M +$153K +2,801 +0.9%
CWM
54
Cahaba Wealth Management
Georgia
$17.6M -$15.6K -285 -0.1%
DJSG
55
D.J. St. Germain
Massachusetts
$17.2M +$866K +15,831 +5%
SCM
56
Sollinda Capital Management
Florida
$15.9M -$190K -3,471 -1%
WA
57
Waverly Advisors
Alabama
$15.8M +$493K +9,020 +3%
CNC
58
Citizens & Northern Corp
Pennsylvania
$15.2M +$12.7K +232 +0.1%
MWPCG
59
Measured Wealth Private Client Group
New Hampshire
$15M -$4.27M -78,131 -22%
STA
60
Summit Trail Advisors
New York
$14.6M +$13.9M +254,685 +2,018%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$14.5M +$443K +8,110 +3%
NPI
62
New Perspectives Inc
Mississippi
$14.1M +$464K +8,486 +3%
TC
63
TownSquare Capital
Utah
$12.9M +$2.51M +45,958 +24%
FFA
64
Farther Finance Advisors
California
$12.9M +$3.99M +72,988 +45%
FGC
65
Financial Gravity Companies
Texas
$12.4M +$12.4M +226,751 New
SWP
66
Stratos Wealth Partners
Ohio
$12.4M +$1.71M +31,324 +16%
GWM
67
Geneos Wealth Management
Colorado
$12.4M +$718K +13,126 +6%
HSWS
68
Higgins & Schmidt Wealth Strategies
Colorado
$12.1M +$677K +12,376 +6%
WWM
69
Western Wealth Management
Colorado
$11.9M +$1.1M +20,137 +10%
AF
70
Allworth Financial
California
$11.9M +$571K +10,447 +5%
PRS
71
Pinkerton Retirement Specialists
Idaho
$11.6M -$1.52M -27,860 -12%
ACM
72
Advance Capital Management
Michigan
$11.4M +$35K +640 +0.3%
MHWM
73
Montz Harcus Wealth Management
Louisiana
$11.1M +$754K +13,794 +7%
AWA
74
Alta Wealth Advisors
Massachusetts
$11M +$836K +15,284 +8%
WA
75
WBH Advisory
Maryland
$11M +$456K +8,336 +4%
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3
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