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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 %
RIS
76
Retirement Income Solutions
Michigan
$10.6M -$12.7K -232 -0.1%
FIBT
77
First International Bank & Trust
North Dakota
$10.6M -$330K -6,040 -3%
MGIA
78
Moneta Group Investment Advisors
Missouri
$10.5M -$350K -6,407 -3%
NA
79
NewEdge Advisors
Louisiana
$10.4M -$110K -2,016 -1%
AWM
80
Avior Wealth Management
Nebraska
$10.3M +$689K +12,596 +7%
CFP
81
Cascade Financial Partners
California
$10.2M +$200K +3,631 +2%
OPS
82
Orion Portfolio Solutions
Nebraska
$10.2M -$303K -5,539 -3%
BCI
83
Brinker Capital Investments
Pennsylvania
$10.2M -$303K -5,539 -3%
WCM
84
Windsor Capital Management
Arizona
$10.2M -$135K -2,470 -1%
LSERS
85
Louisiana State Employees Retirement System
Louisiana
$10.2M -$1.27M -23,300 -11%
SF
86
Symphony Financial
Texas
$10.2M +$732K +13,405 +8%
BPA
87
Beacon Pointe Advisors
California
$10.1M -$53.1K -971 -0.5%
PA
88
PSI Advisors
Florida
$9.91M +$176K +3,215 +2%
IWP
89
IAG Wealth Partners
Wisconsin
$9.77M +$783K +14,322 +9%
LGW
90
Leslie Global Wealth
Illinois
$9.66M +$486K +8,893 +5%
SPWG
91
Syntegra Private Wealth Group
Missouri
$9.63M -$64K -1,171 -0.7%
WANY
92
Wealthspire Advisors (New York)
New York
$9.56M -$761K -13,926 -7%
WI
93
WrapManager Inc
California
$9.54M +$2.18M +39,846 +30%
PAS
94
Park Avenue Securities
New York
$9.54M +$311K +5,683 +3%
TC
95
Trilogy Capital
California
$9.52M -$2.12M -38,747 -18%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$9.32M +$306K +5,601 +3%
PI
97
Pachira Investments
California
$9.12M -$95.6K -1,749 -1%
Pathstone Holdings
98
Pathstone Holdings
New Jersey
$9.03M – – –
Mariner
99
Mariner
Kansas
$9.02M -$3.6M -65,867 -29%
CWM
100
Collaborative Wealth Management
Florida
$8.96M +$442K +8,079 +5%
2 3
4
5 6