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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

309 hedge funds and large institutions have $3.7B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 20 closing their positions.

Holders
309
Holders Change
+30
Holders Change %
+10.75%
% of All Funds
5.44%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
123
Reduced
99
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.49B
2
HI
2
Horizon Investments
North Carolina
$144M
3
PI
3
PFS Investments
Georgia
$84M
4
LPL Financial
4
LPL Financial
California
$271M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$83.8M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$311M
2
Wells Fargo
2
Wells Fargo
California
$30.6M
3
MCC
3
Money Concepts Capital
Florida
$0
4
Jane Street
4
Jane Street
New York
$447K
5
PAG
5
Private Advisor Group
New Jersey
$28.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
226
Spire Wealth Management
Virginia
$269K 5,874 +5,874 New
AMM
227
American Money Management
California
$264K 5,763 -1,365 -19%
SWAG
228
Spectrum Wealth Advisory Group
California
$264K 5,773 -28 -0.5%
US Bancorp
229
US Bancorp
Minnesota
$264K 5,761 +241 +4%
JIC
230
Johnson Investment Counsel
Ohio
$254K 5,559 -44 -0.8%
SFG
231
SageGuard Financial Group
Tennessee
$253K 5,517 +375 +7%
SBH
232
Segall Bryant & Hamill
Illinois
$244K 5,350 – –
AFP
233
Ausdal Financial Partners
Iowa
$243K 5,302 +195 +4%
HSA
234
HBK Sorce Advisory
Pennsylvania
$238K 5,192 +5,192 New
CAL
235
Capital Advisors Ltd
Ohio
$233K 5,100 – –
CAAS
236
Capital Asset Advisory Services
Michigan
$233K 5,101 +44 +0.9%
HVIA
237
Hudson Valley Investment Advisors
New York
$225K 4,922 +4,922 New
MSAM
238
Moloney Securities Asset Management
Missouri
$221K 4,839 +4,839 New
KCPG
239
Kavar Capital Partners Group
Kansas
$218K 4,756 +4,756 New
IAA
240
Independent Advisor Alliance
North Carolina
$216K 4,714 +4,714 New
SFG
241
Sovereign Financial Group
Connecticut
$216K 4,716 +4,716 New
PPA
242
Parametric Portfolio Associates
Washington
$210K 4,585 +4,585 New
CFD
243
Creative Financial Designs
Indiana
$209K 4,575 +1,211 +36%
BI
244
Ballast Inc
Kentucky
$206K 4,513 +4,513 New
CPIG
245
Chicago Partners Investment Group
Illinois
$205K 4,234 +4,234 New
CC
246
Cedar Capital
Illinois
$205K 4,490 +4,490 New
MFA
247
McClarren Financial Advisors
Pennsylvania
$204K 4,471 -207 -4%
HI
248
Harbour Investments
Wisconsin
$187K 4,086 +4,086 New
FRA
249
Front Row Advisors
California
$162K 3,544 +200 +6%
OCM
250
Orion Capital Management
California
$151K 3,299 -5,896 -64%
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