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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 %
WMR
176
Wealth Management Resources
Rhode Island
$3.37M -$100K -1,831 -3%
GM
177
GeoWealth Management
Illinois
$3.34M +$2.48M +45,284 +287%
CCT
178
Chemung Canal Trust
New York
$3.34M – – –
DWM
179
Dakota Wealth Management
Florida
$3.29M +$2.24M +41,009 +215%
GF
180
Goodman Financial
Texas
$3.23M -$56.4K -1,031 -2%
D.E. Shaw & Co
181
D.E. Shaw & Co
New York
$3.21M +$931K +17,021 +41%
APC
182
Aspire Private Capital
North Carolina
$3.11M +$20.6K +377 +0.7%
SHJ
183
Sharkey, Howes & Javer
Colorado
$3.07M +$3.07M +56,074 New
MWAM
184
Manhattan West Asset Management
California
$3.02M +$2.02M +36,936 +201%
BFA
185
Bill Few Associates
Pennsylvania
$3.01M +$245K +4,482 +9%
GSC
186
G&S Capital
Colorado
$2.98M +$31.2K +571 +1%
NC
187
NovaPoint Capital
Georgia
$2.97M +$3.28K +60 +0.1%
AFWM
188
Abich Financial Wealth Management
Virginia
$2.91M -$6.78M -123,982 -70%
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$2.89M +$300K +5,479 +12%
CI
190
Cavalier Investments
Georgia
$2.87M -$142K -2,604 -5%
BIP
191
Blueprint Investment Partners
North Carolina
$2.83M -$127K -2,319 -4%
BC
192
Brio Consultants
California
$2.81M -$139K -2,549 -5%
IA
193
IFP Advisors
Florida
$2.79M +$1.21M +22,091 +76%
CWM
194
Compass Wealth Management
Connecticut
$2.77M +$462K +8,446 +20%
SCM
195
SOL Capital Management
Maryland
$2.76M +$431K +7,890 +18%
DC
196
Destiny Capital
Colorado
$2.75M -$70.7K -1,296 -3%
EWM
197
Executive Wealth Management
Michigan
$2.73M -$6.42M -117,399 -70%
WAS
198
Wealth Advisory Solutions
Indiana
$2.71M +$188K +3,436 +7%
KBFS
199
Kohmann Bosshard Financial Services
Ohio
$2.7M -$55.4K -1,014 -2%
SFG
200
Shum Financial Group
California
$2.68M +$2.68M +46,482 New
6 7
8
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