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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

325 hedge funds and large institutions have $3.81B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 159 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.46%
New
23
Increased
159
Reduced
99
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.77B
2
ACM
2
AlphaStar Capital Management
North Carolina
$36.9M
3
WANY
3
Wealthspire Advisors (New York)
New York
$11M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.52M
5
BHB
5
Bank Hapoalim BM
Israel
$7.52M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$13.6M
2
PI
2
PFS Investments
Georgia
$0
3
LPL Financial
3
LPL Financial
California
$286M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$42.6M
5
TA
5
Tiedemann Advisors
New York
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
226
Sentinel Pension Advisors
Massachusetts
$304K +$10.4K +225 +4%
BFA
227
Beacon Financial Advisory
Ohio
$303K -$13K -282 -4%
EA
228
Eclectic Associates
California
$300K -$3.09K -67 -1%
HIP
229
HUB Investment Partners
Texas
$298K -$33.2K -719 -10%
OFG
230
Omega Financial Group
California
$287K -$323 -7 -0.1%
IWMA
231
Ironwood Wealth Management (Arizona)
Arizona
$284K -$4.7K -102 -2%
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
$282K -$3.44M -74,670 -92%
CC
233
Cedar Capital
Illinois
$279K +$20K +434 +8%
AP
234
Advisor Partners
California
$277K -$1.24K -27 -0.4%
AMM
235
American Money Management
California
$270K – – –
SWAG
236
Spectrum Wealth Advisory Group
California
$267K +$553 +12 +0.2%
OPS
237
Orion Portfolio Solutions
Nebraska
$261K +$51K +1,103 +24%
SAS
238
SMI Advisory Services
Indiana
$258K -$13.3K -287 -5%
JIC
239
Johnson Investment Counsel
Ohio
$257K +$46 +1 +0%
FLPIM
240
F.L. Putnam Investment Management
Massachusetts
$256K -$25.2K -546 -9%
SWM
241
Spire Wealth Management
Virginia
$254K +$508 +11 +0.2%
SAG
242
Spotlight Asset Group
Illinois
$253K – – –
CCM
243
Crew Capital Management
Ohio
$252K +$15.5K +335 +7%
SBH
244
Segall Bryant & Hamill
Illinois
$247K – – –
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$247K +$247K +6,388 New
CAAS
246
Capital Asset Advisory Services
Michigan
$245K -$2.91K -63 -1%
CAL
247
Capital Advisors Ltd
Ohio
$235K – – –
WA
248
Waddell & Associates
Tennessee
$234K -$61.8K -1,337 -21%
MFA
249
McClarren Financial Advisors
Pennsylvania
$234K +$1.2K +26 +0.5%
CA
250
Cetera Advisors
Colorado
$230K +$230K +4,985 New
8 9
10
11 12