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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 %
LSERS
76
Louisiana State Employees Retirement System
Louisiana
$12M +$1.79M +32,800 +18%
RIS
77
Retirement Income Solutions
Michigan
$11.9M +$1.28M +23,406 +12%
AWA
78
Alta Wealth Advisors
Massachusetts
$11.6M +$538K +9,843 +5%
ACM
79
Advance Capital Management
Michigan
$11.5M +$68.1K +1,246 +0.6%
SF
80
Symphony Financial
Texas
$11.4M +$687K +11,902 +6%
EWM
81
Evermay Wealth Management
Virginia
$11.4M +$3.64M +66,494 +47%
MHWM
82
Montz Harcus Wealth Management
Louisiana
$11.4M +$239K +4,374 +2%
WA
83
WBH Advisory
Maryland
$11.3M +$296K +5,421 +3%
RWM
84
RKL Wealth Management
Pennsylvania
$11.2M +$9M +164,481 +408%
NA
85
NewEdge Advisors
Louisiana
$11.1M +$782K +14,298 +8%
AWM
86
Avior Wealth Management
Nebraska
$11M +$699K +12,784 +7%
CSP
87
Cary Street Partners
Virginia
$10.8M +$10.8M +197,583 New
FIBT
88
First International Bank & Trust
North Dakota
$10.8M +$218K +3,988 +2%
HSWS
89
Higgins & Schmidt Wealth Strategies
Colorado
$10.8M -$1.38M -25,207 -11%
CFP
90
Cascade Financial Partners
California
$10.6M +$414K +7,565 +4%
MGIA
91
Moneta Group Investment Advisors
Missouri
$10.5M +$13.9K +254 +0.1%
WI
92
WrapManager Inc
California
$10.4M +$809K +14,800 +8%
ECM
93
Exchange Capital Management
Michigan
$10.3M +$1.61M +29,527 +19%
PRS
94
Pinkerton Retirement Specialists
Idaho
$10.2M -$1.38M -25,188 -12%
OPS
95
Orion Portfolio Solutions
Nebraska
$10.2M +$30.7K +561 +0.3%
BCI
96
Brinker Capital Investments
Pennsylvania
$10.2M +$30.7K +561 +0.3%
PA
97
PSI Advisors
Florida
$10.1M +$209K +3,824 +2%
PAS
98
Park Avenue Securities
New York
$10.1M +$563K +10,287 +6%
IWP
99
IAG Wealth Partners
Wisconsin
$10M +$227K +4,155 +2%
WCM
100
Windsor Capital Management
Arizona
$9.91M -$271K -4,961 -3%
2 3
4
5 6