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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 %
LWMI
201
Landmark Wealth Management (Illinois)
Illinois
$2.59M +$168K +3,075 +7%
Citadel Advisors
202
Citadel Advisors
Florida
$2.55M -$3.92M -71,658 -61%
MFT
203
Moisand Fitzgerald Tamayo
Florida
$2.53M -$517K -9,452 -17%
CF
204
Centaurus Financial
California
$2.48M +$28.8K +526 +1%
TCM
205
Towercrest Capital Management
Pennsylvania
$2.47M -$115K -2,111 -4%
HI
206
Harbour Investments
Wisconsin
$2.41M +$71.9K +1,315 +3%
TRCT
207
Tower Research Capital (TRC)
New York
$2.39M +$2.39M +43,678 New
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$2.38M -$378K -6,907 -14%
LFG
209
Larson Financial Group
Missouri
$2.26M +$153K +2,795 +7%
NGA
210
Naples Global Advisors
Florida
$2.26M +$39.9K +730 +2%
KPWS
211
Kestra Private Wealth Services
Texas
$2.21M +$379K +6,936 +21%
RWM
212
RKL Wealth Management
Pennsylvania
$2.21M +$2.21M +40,337 New
NAS
213
Nicolet Advisory Services
Wisconsin
$2.14M -$69.6K -1,285 -3%
SWA
214
Stratos Wealth Advisors
Ohio
$2.12M +$272K +4,970 +15%
PSFG
215
Prairie Sky Financial Group
Illinois
$2.11M -$9.95K -182 -0.5%
AF
216
Advisornet Financial
Minnesota
$2.1M +$101K +1,852 +5%
KLI
217
Kelman-Lazarov Inc
Tennessee
$2.05M +$13.9K +254 +0.7%
AWMG
218
Alliance Wealth Management Group
New Jersey
$2.02M -$99.7K -1,823 -5%
CGA
219
Crescent Grove Advisors
Illinois
$2.01M -$31.3K -572 -2%
PWM
220
Power Wealth Management
Georgia
$2.01M +$343K +6,269 +21%
JCM
221
Jacobi Capital Management
Pennsylvania
$1.96M -$51.1K -934 -3%
RCAG
222
Rehmann Capital Advisory Group
Michigan
$1.93M +$172K +3,150 +10%
PFA
223
Pinnacle Family Advisors
Missouri
$1.88M +$1.88M +34,410 New
UCFA
224
United Capital Financial Advisors
Texas
$1.86M -$69.2K -1,265 -4%
VWM
225
VCI Wealth Management
Missouri
$1.85M -$2.25M -41,181 -55%
7 8
9
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