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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 %
APC
201
Aspire Private Capital
North Carolina
$2.89M -$219K -4,012 -7%
CB
202
Commerce Bank
Missouri
$2.87M -$701K -12,815 -20%
IA
203
IFP Advisors
Florida
$2.87M +$73.3K +1,340 +3%
CWM
204
Compass Wealth Management
Connecticut
$2.85M +$75.9K +1,388 +3%
GSWM
205
Golden State Wealth Management
California
$2.84M +$2.84M +52,014 New
BC
206
Brio Consultants
California
$2.82M +$6.45K +118 +0.2%
RFG
207
Range Financial Group
Oregon
$2.8M +$1.74M +31,907 +165%
EWM
208
Executive Wealth Management
Michigan
$2.75M +$20.6K +377 +0.8%
DC
209
Destiny Capital
Colorado
$2.71M -$50.1K -916 -2%
MAM
210
Madison Asset Management
Wisconsin
$2.64M +$2.64M +48,222 New
MIA
211
Madison Investment Advisors
Wisconsin
$2.64M +$2.64M +48,222 New
KBFS
212
Kohmann Bosshard Financial Services
Ohio
$2.63M -$71.9K -1,315 -3%
RCAG
213
Rehmann Capital Advisory Group
Michigan
$2.62M +$691K +12,642 +36%
LWMI
214
Landmark Wealth Management (Illinois)
Illinois
$2.59M -$5.91K -108 -0.2%
CF
215
Centaurus Financial
California
$2.59M +$107K +1,959 +4%
CI
216
Cavalier Investments
Georgia
$2.58M -$285K -5,208 -10%
SFG
217
Shum Financial Group
California
$2.57M +$24.2K +443 +1%
FF
218
Farrow Financial
Vermont
$2.43M +$1.82M +33,314 +298%
HI
219
Harbour Investments
Wisconsin
$2.43M +$16.8K +308 +0.7%
HWP
220
Hibernia Wealth Partners
Louisiana
$2.43M -$3.17M -57,999 -57%
TCM
221
Towercrest Capital Management
Pennsylvania
$2.39M -$78.8K -1,441 -3%
MFT
222
Moisand Fitzgerald Tamayo
Florida
$2.37M -$163K -2,976 -6%
KPWS
223
Kestra Private Wealth Services
Texas
$2.36M +$144K +2,631 +7%
TKP
224
Tallon Kerry Patrick
$2.35M +$2.35M +43,143 New
PRTG
225
Post Resch Tallon Group
New York
$2.35M +$2.35M +43,143 New
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