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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.

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
1
Creative Planning
Kansas
$4.21B
2
FWI
2
Facet Wealth Inc
Maryland
$144M
3
TPSF
3
Texas Permanent School Fund
Texas
$163M
4
Bank of America
4
Bank of America
North Carolina
$79.7M
5
LPL Financial
5
LPL Financial
California
$704M

Top Sellers

1
AA
1
ACT Advisors
North Carolina
$0
2
SC
2
Savant Capital
Illinois
$50.1M
3
AG
3
AlTi Global
New York
$295M
4
LGW
4
Leslie Global Wealth
Illinois
$2.16M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$4.21B 76,994,604 +3,744,485 +5%
Betterment LLC
2
Betterment LLC
New York
$981M 17,932,988 +647,293 +4%
LPL Financial
3
LPL Financial
California
$704M 12,880,512 +678,876 +6%
VA
4
Valmark Advisers
Ohio
$328M 5,995,677 +136,738 +2%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$312M 5,707,488 -14,510 -0.3%
AG
6
AlTi Global
New York
$295M 5,390,397 -193,275 -3%
TPSF
7
Texas Permanent School Fund
Texas
$163M 2,974,252 +1,979,981 +199%
HighTower Advisors
8
HighTower Advisors
Illinois
$153M 2,804,636 +75,029 +3%
FWI
9
Facet Wealth Inc
Maryland
$144M 2,560,704 +2,560,704 New
Morgan Stanley
10
Morgan Stanley
New York
$122M 2,231,186 +173,405 +8%
RA
11
RFG Advisory
Alabama
$93.5M 1,709,182 +69,130 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$92.2M 1,686,109 +233,975 +16%
Bank of America
13
Bank of America
North Carolina
$79.7M 1,456,724 +1,011,948 +228%
AOI
14
Auto-Owners Insurance
Michigan
$72.7M 1,330,000 +290,000 +28%
GVAG
15
Great Valley Advisor Group
Delaware
$71.8M 1,312,661 +64,818 +5%
APWA
16
Atlas Private Wealth Advisors
New Jersey
$71.4M 1,305,071 +19,496 +2%
PAG
17
Private Advisor Group
New Jersey
$69.3M 1,267,193 +22,923 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$62.1M 1,135,511 +148,164 +15%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$61.7M 1,128,390 -60,225 -5%
CWM
20
Cornerstone Wealth Management
Missouri
$54.4M 994,851 +46,530 +5%
SC
21
Savant Capital
Illinois
$50.1M 916,608 -254,245 -22%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$48.9M 893,367 +41,178 +5%
KOC
23
Koss-Olinger Consulting
Florida
$45.9M 838,859 +34,067 +4%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$44.8M 818,836 +391,509 +92%
MSA
25
Mason Street Advisors
Wisconsin
$44.4M 811,500 +90,600 +13%
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