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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 %
FF
251
FourThought Financial
Florida
$146K 3,198 – –
BC
252
Brio Consultants
California
$143K 3,120 +3,120 New
AWM
253
Accel Wealth Management
Iowa
$121K 2,635 – –
BHWM
254
Bay Harbor Wealth Management
Maryland
$115K 2,509 -1,677 -40%
WP
255
WealthShield Partners
North Carolina
$113K 2,461 +2,461 New
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$102K 2,231 -208 -9%
DWMG
257
DB Wealth Management Group
California
$88K 1,923 – –
Bessemer Group
258
Bessemer Group
New Jersey
$79K 1,725 – –
EP
259
Eudaimonia Partners
Tennessee
$74K 1,611 +742 +85%
SPIA
260
Steward Partners Investment Advisory
New York
$66.1K 1,444 +4 +0.3%
GI
261
Gradient Investments
Minnesota
$64K 1,394 +1,284 +1,167%
OSNBOA
262
Old Second National Bank of Aurora
Illinois
$61K 1,338 -131 -9%
William Blair & Company
263
William Blair & Company
Illinois
$59K 1,300 +29 +2%
RIM
264
Rockbridge Investment Management
New York
$57K 1,249 – –
JWA
265
JFS Wealth Advisors
Pennsylvania
$56K 1,233 +1 +0.1%
PFA
266
Professional Financial Advisors
Nebraska
$43K 937 +638 +213%
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$39K 850 +59 +7%
FWP
268
FAS Wealth Partners
Kansas
$35K 773 – –
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$34K 748 – –
SCA
270
Stonebridge Capital Advisors
Minnesota
$34K 751 +751 New
FA
271
Faithward Advisors
Pennsylvania
$32K 703 +71 +11%
Fidelity Investments
272
Fidelity Investments
Massachusetts
$32K 695 +72 +12%
BC
273
Barnett & Company
Tennessee
$28K 617 -228 -27%
SFMG
274
Sage Financial Management Group
Virginia
$28K 621 +621 New
CWA
275
Carolina Wealth Advisors
South Carolina
$26K 570 – –
9 10
11
12 13