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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
Creative Planning
Kansas
$4.21B
2
FWI
Facet Wealth Inc
Maryland
$144M
3
TPSF
Texas Permanent School Fund
Texas
$163M
4
Bank of America
Bank of America
North Carolina
$79.7M
5
LPL Financial
LPL Financial
California
$704M

Top Sellers

1
AA
ACT Advisors
North Carolina
$0
2
SC
Savant Capital
Illinois
$50.1M
3
AG
AlTi Global
New York
$295M
4
LGW
Leslie Global Wealth
Illinois
$2.16M
5
SWP
Stratos Wealth Partners
Ohio
$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
126
Flagship Harbor Advisors
Massachusetts
$7.56M +$3.12M +57,115 +70%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$7.52M +$688K +12,582 +10%
FA
128
FF Advisors
California
$7.51M -$500K -8,682 -6%
MWM
129
Modera Wealth Management
New Jersey
$7.41M +$3.29M +60,122 +80%
PIA
130
Perennial Investment Advisors
California
$7.23M -$124K -2,274 -2%
BCP
131
Berkeley Capital Partners
Georgia
$7.22M +$225K +4,120 +3%
CIAS
132
Capital Investment Advisory Services
North Carolina
$7.16M -$51.1K -934 -0.7%
EIG
133
Ellenbecker Investment Group
Wisconsin
$7.13M +$7.13M +130,380 New
WSWA
134
Warren Street Wealth Advisors
California
$6.92M +$203K +3,714 +3%
OIA
135
OneDigital Investment Advisors
Kansas
$6.84M -$212K -3,881 -3%
IWM
136
IHT Wealth Management
Illinois
$6.81M +$272K +4,980 +4%
MFA
137
Millington Financial Advisors
Illinois
$6.71M +$606K +10,807 +10%
IWC
138
Integrated Wealth Concepts
Massachusetts
$6.7M +$625K +11,436 +10%
CIC
139
Carnegie Investment Counsel
Ohio
$6.66M +$640K +11,704 +11%
SWP
140
Stratos Wealth Partners
Ohio
$6.64M -$5.75M -105,172 -46%
OC
141
Oarsman Capital
Wisconsin
$6.56M +$596K +10,891 +10%
SFI
142
SPC Financial Inc
Maryland
$6.48M -$2.24K -41 -0%
Northern Trust
143
Northern Trust
Illinois
$6.48M +$34.9K +639 +0.5%
BF
144
BOK Financial
Oklahoma
$6.43M +$6.43M +118,388 New
AWA
145
ARQ Wealth Advisors
Arizona
$6.4M -$139K -2,546 -2%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$6.38M +$325K +5,883 +5%
ZF
147
Zhang Financial
Michigan
$6.32M +$1.22M +22,228 +24%
WCFA
148
Walkner Condon Financial Advisors
Wisconsin
$6.3M +$99.2K +1,814 +2%
VCM
149
Vivaldi Capital Management
Illinois
$6.03M -$36.6K -645 -0.6%
HPC
150
HM Payson & Co
Maine
$5.97M -$1.89M -34,578 -24%
4 5
6
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