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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 %
MFG
151
Merit Financial Group
Georgia
$4.53M -$835K -15,264 -16%
IA
152
IFG Advisory
Georgia
$4.52M -$26.6K -487 -0.6%
FHA
153
Flagship Harbor Advisors
Massachusetts
$4.44M +$4.44M +81,119 New
Cerity Partners
154
Cerity Partners
New York
$4.29M -$38.4K -703 -0.9%
CPIG
155
Chicago Partners Investment Group
Illinois
$4.16M +$308K +5,635 +8%
NA
156
Nottingham Advisors
New York
$4.15M +$1.87M +34,141 +82%
MWM
157
Modera Wealth Management
New Jersey
$4.12M -$79.4K -1,452 -2%
AO
158
Advisor OS
Illinois
$4.08M +$540K +9,872 +15%
MA
159
MJP Associates
Connecticut
$4.08M +$444K +8,117 +12%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$4.04M -$18.3K -337 -0.5%
VIM
161
Vista Investment Management
Pennsylvania
$3.94M +$98.7K +1,805 +3%
PFA
162
Pure Financial Advisors
California
$3.73M -$123K -2,243 -3%
AFP
163
Ausdal Financial Partners
Iowa
$3.68M -$284K -5,203 -7%
EDRIA
164
Edmonds Duncan Registered Investment Advisors
Kansas
$3.63M +$234K +4,282 +7%
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.62M -$166K -3,031 -4%
UAS
166
United Asset Strategies
New York
$3.61M +$336K +6,153 +10%
RPGK
167
Retirement Planning Group (Kansas)
Kansas
$3.61M +$114K +2,081 +3%
IPA
168
Investment Planning Advisors
Georgia
$3.59M – – –
Stifel Financial
169
Stifel Financial
Missouri
$3.57M -$5.85K -107 -0.2%
CB
170
Commerce Bank
Missouri
$3.57M +$2.94M +53,710 +465%
LIA
171
Lynx Investment Advisory
District of Columbia
$3.52M +$243K +4,446 +7%
RFA
172
Register Financial Advisors
Georgia
$3.5M +$104K +1,895 +3%
OWA
173
ORBA Wealth Advisors
Illinois
$3.49M +$122K +2,222 +4%
T
174
TrueFG
Texas
$3.45M +$51.6K +943 +2%
AFS
175
Annapolis Financial Services
Maryland
$3.44M +$3.72K +68 +0.1%
5 6
7
8 9