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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 %
SA
101
Sanctuary Advisors
Indiana
$8.93M +$1.95M +33,221 +28%
ECM
102
Exchange Capital Management
Michigan
$8.69M +$2.04M +37,386 +31%
CA
103
CGN Advisors
Kansas
$8.67M -$960K -17,555 -10%
KW
104
KWB Wealth
California
$8.59M -$56.5K -1,101 -0.7%
PWG
105
Private Wealth Group
Florida
$8.43M -$142K -2,600 -2%
CAL
106
Capital Analysts LLC
Pennsylvania
$8.39M +$404K +7,391 +5%
MHS
107
M Holdings Securities
Oregon
$8.35M -$417K -7,633 -5%
TFA
108
TPG Financial Advisors
Oregon
$7.93M +$292K +5,349 +4%
HPC
109
HM Payson & Co
Maine
$7.86M – – –
MSA
110
Marathon Strategic Advisors
Pennsylvania
$7.8M +$1.25M +22,815 +19%
FA
111
FF Advisors
California
$7.73M +$7.34K +132 +0.1%
EWM
112
Evermay Wealth Management
Virginia
$7.72M +$3.01M +55,005 +64%
PC
113
Pecaut & Co
Iowa
$7.61M +$334K +6,115 +5%
FIA
114
Foundations Investment Advisors
Arizona
$7.58M +$552K +10,100 +8%
CSPAM
115
Cary Street Partners Asset Management
Virginia
$7.57M +$702K +12,844 +10%
PIA
116
Perennial Investment Advisors
California
$7.36M +$597K +10,925 +9%
OWA
117
Octavia Wealth Advisors
Ohio
$7.34M +$1.25M +22,924 +21%
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$7.23M +$2.41M +44,122 +50%
CIAS
119
Capital Investment Advisory Services
North Carolina
$7.21M -$17.4K -318 -0.2%
OIA
120
OneDigital Investment Advisors
Kansas
$7.05M -$351K -6,412 -5%
BCP
121
Berkeley Capital Partners
Georgia
$7M +$143K +2,623 +2%
B
122
Bensler
Washington
$6.95M +$946K +17,309 +16%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$6.83M +$515K +9,419 +8%
WSWA
124
Warren Street Wealth Advisors
California
$6.71M +$211K +3,861 +3%
PWP
125
Precedent Wealth Partners
Texas
$6.62M +$2.35M +43,005 +55%
3 4
5
6 7