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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.

Holders
619
Holders Change
+33
Holders Change %
+5.63%
% of All Funds
8.96%
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
1
Creative Planning
Kansas
$4.01B
2
Betterment LLC
2
Betterment LLC
New York
$945M
3
TPSF
3
Texas Permanent School Fund
Texas
$54.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$79.4M
5
FCAS
5
First Command Advisory Services
Texas
$39.3M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$460K
2
OFS
2
OneAscent Financial Services
Alabama
$0
3
SC
3
Savant Capital
Illinois
$64M
4
AG
4
AlTi Global
New York
$305M
5
JFA
5
JNBA Financial Advisors
Minnesota
$38.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$4.01B 73,250,119 +3,462,382 +5%
Betterment LLC
2
Betterment LLC
New York
$945M 17,285,695 +1,027,202 +6%
LPL Financial
3
LPL Financial
California
$667M 12,201,636 -160,560 -1%
VA
4
Valmark Advisers
Ohio
$320M 5,858,939 +154,374 +3%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$313M 5,721,998 +607,400 +12%
AG
6
AlTi Global
New York
$305M 5,583,672 -219,804 -4%
HighTower Advisors
7
HighTower Advisors
Illinois
$149M 2,729,607 +100,426 +4%
Morgan Stanley
8
Morgan Stanley
New York
$113M 2,057,781 +44,004 +2%
RA
9
RFG Advisory
Alabama
$89.7M 1,640,052 +121,771 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$79.4M 1,452,134 +755,505 +108%
APWA
11
Atlas Private Wealth Advisors
New Jersey
$70.3M 1,285,575 -5,676 -0.4%
GVAG
12
Great Valley Advisor Group
Delaware
$68.2M 1,247,843 +184,473 +17%
PAG
13
Private Advisor Group
New Jersey
$68M 1,244,270 -18,992 -2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$65M 1,188,615 +320,629 +37%
SC
15
Savant Capital
Illinois
$64M 1,170,853 -302,273 -21%
AOI
16
Auto-Owners Insurance
Michigan
$56.8M 1,040,000 – –
TPSF
17
Texas Permanent School Fund
Texas
$54.4M 994,271 +994,271 New
Osaic Holdings
18
Osaic Holdings
Arizona
$54M 987,347 +59,270 +6%
CWM
19
Cornerstone Wealth Management
Missouri
$51.9M 948,321 +44,287 +5%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$46.6M 852,189 +27,559 +3%
KOC
21
Koss-Olinger Consulting
Florida
$44M 804,792 +19,823 +3%
MSA
22
Mason Street Advisors
Wisconsin
$39.4M 720,900 +648,800 +900%
FCAS
23
First Command Advisory Services
Texas
$39.3M 719,425 +719,225 +359,613%
JFA
24
JNBA Financial Advisors
Minnesota
$38.8M 709,256 -167,393 -19%
WFPG
25
Waller Financial Planning Group
Ohio
$37.4M 684,107 +1,520 +0.2%
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