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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

338 hedge funds and large institutions have $3.95B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 140 increasing their positions, 112 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+29
Holders Change %
+9.39%
% of All Funds
5.9%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.44%
New
47
Increased
140
Reduced
112
Closed
14
Calls
–
Puts
$505K
Net Calls
-$505K
Net Calls Change
-$505K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$1.65B
2
LPL Financial
LPL Financial
California
$339M
3
KOC
Koss-Olinger Consulting
Florida
$23.5M
4
DA
Detalus Advisors
Missouri
$7.31M
5
RA
RFG Advisory
Alabama
$30.1M

Top Sellers

1
BHB
Bank Hapoalim BM
Israel
$7.7M
2
HI
Horizon Investments
North Carolina
$96.9M
3
PI
PFS Investments
Georgia
$49.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$74.1M
5
Morgan Stanley
Morgan Stanley
New York
$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
226
Eclectic Associates
California
$310K -$10.9K -230 -3%
CWM
227
Cornerstone Wealth Management
Missouri
$308K +$2.08K +44 +0.7%
SPA
228
Sentinel Pension Advisors
Massachusetts
$300K +$1.04K +22 +0.3%
IWMA
229
Ironwood Wealth Management (Arizona)
Arizona
$295K -$169K -3,578 -36%
OFG
230
Omega Financial Group
California
$294K -$15.7K -332 -5%
SFG
231
SageGuard Financial Group
Tennessee
$293K +$32.4K +686 +12%
BAM
232
Belpointe Asset Management
Nevada
$289K +$289K +6,123 New
22CM
233
20/20 Capital Management
California
$288K -$79.2K -1,675 -22%
FLPIM
234
F.L. Putnam Investment Management
Massachusetts
$287K +$142 +3 +0%
AP
235
Advisor Partners
California
$285K -$35.5K -752 -11%
Citadel Advisors
236
Citadel Advisors
Florida
$282K -$1.72M -36,447 -86%
LCM
237
LVM Capital Management
Michigan
$277K -$5.89K -125 -2%
SAS
238
SMI Advisory Services
Indiana
$277K -$5.85K -124 -2%
AMM
239
American Money Management
California
$276K +$3.64K +77 +1%
SWAG
240
Spectrum Wealth Advisory Group
California
$273K +$378 +8 +0.1%
CC
241
Cedar Capital
Illinois
$265K +$53.1K +1,126 +25%
JIC
242
Johnson Investment Counsel
Ohio
$263K +$284 +6 +0.1%
SWM
243
Spire Wealth Management
Virginia
$259K -$18.1K -383 -7%
AFP
244
Ausdal Financial Partners
Iowa
$259K +$8.78K +186 +4%
SAG
245
Spotlight Asset Group
Illinois
$259K +$259K +5,483 New
CAAS
246
Capital Asset Advisory Services
Michigan
$254K +$12.8K +271 +5%
SBH
247
Segall Bryant & Hamill
Illinois
$252K – – –
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$248K +$248K +5,245 New
HSA
249
HBK Sorce Advisory
Pennsylvania
$245K +$47 +1 +0%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$244K -$199K -4,203 -45%
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