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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
8.95%
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
Creative Planning
Kansas
$4.01B
2
Betterment LLC
Betterment LLC
New York
$945M
3
TPSF
Texas Permanent School Fund
Texas
$54.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$79.4M
5
FCAS
First Command Advisory Services
Texas
$39.3M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$460K
2
OFS
OneAscent Financial Services
Alabama
$0
3
SC
Savant Capital
Illinois
$64M
4
AG
AlTi Global
New York
$305M
5
JFA
JNBA Financial Advisors
Minnesota
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
IHT Wealth Management
Illinois
$6.53M -$7.4M -135,512 -53%
AWA
127
ARQ Wealth Advisors
Arizona
$6.48M +$587K +10,821 +10%
SFI
128
SPC Financial Inc
Maryland
$6.48M -$8.86K -162 -0.1%
Northern Trust
129
Northern Trust
Illinois
$6.44M -$2.3K -42 -0%
WCFA
130
Walkner Condon Financial Advisors
Wisconsin
$6.2M +$231K +4,222 +4%
IWC
131
Integrated Wealth Concepts
Massachusetts
$6.07M -$1.82M -33,240 -23%
LFPWM
132
Leicht Financial Planning & Wealth Management
New Jersey
$6.02M +$144K +2,633 +2%
CIC
133
Carnegie Investment Counsel
Ohio
$6.02M +$172K +3,147 +3%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$6M +$2.6M +47,534 +76%
OC
135
Oarsman Capital
Wisconsin
$5.97M +$392K +7,178 +7%
MFA
136
Millington Financial Advisors
Illinois
$5.95M +$536K +9,794 +10%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$5.91M -$748K -13,679 -11%
Goldman Sachs
138
Goldman Sachs
New York
$5.9M +$938K +17,147 +19%
VCM
139
Vivaldi Capital Management
Illinois
$5.84M -$175K -3,199 -3%
HWP
140
Hibernia Wealth Partners
Louisiana
$5.6M +$696K +12,723 +14%
SA
141
Stewardship Advisors
Pennsylvania
$5.46M -$2.18M -39,807 -28%
W
142
Wealthquest
Ohio
$5.23M -$8.82M -162,689 -63%
GIA
143
Gladstone Institutional Advisory
Florida
$5.22M +$2.45M +44,789 +88%
Focus Partners Wealth
144
Focus Partners Wealth
Massachusetts
$5.22M +$239K +4,362 +5%
RJA
145
Raymond James & Associates
Florida
$5.2M +$397K +7,262 +8%
ZF
146
Zhang Financial
Michigan
$5.1M +$1.49M +27,321 +41%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$5.07M +$1.91M +34,848 +60%
RCA
148
Resonant Capital Advisors
Wisconsin
$4.81M -$20.3K -372 -0.4%
ACM
149
Anfield Capital Management
California
$4.75M +$133K +2,431 +3%
FFA
150
Founders Financial Alliance
North Carolina
$4.74M -$112K -2,043 -2%
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