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

Top Sellers

1
BHB
1
Bank Hapoalim BM
Israel
$7.7M
2
HI
2
Horizon Investments
North Carolina
$96.9M
3
PI
3
PFS Investments
Georgia
$49.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$74.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HVIA
251
Hudson Valley Investment Advisors
New York
$243K +$10.3K +217 +4%
CCM
252
Crew Capital Management
Ohio
$242K +$242K +5,127 New
CAL
253
Capital Advisors Ltd
Ohio
$241K – – –
MFA
254
McClarren Financial Advisors
Pennsylvania
$237K +$27.2K +580 +13%
Deutsche Bank
255
Deutsche Bank
Germany
$233K +$227K +4,806 +3,641%
MSAM
256
Moloney Securities Asset Management
Missouri
$229K +$284 +6 +0.1%
KCPG
257
Kavar Capital Partners Group
Kansas
$228K +$3.59K +76 +2%
MWM
258
Mattern Wealth Management
Kansas
$225K +$225K +4,906 New
BI
259
Ballast Inc
Kentucky
$216K +$3.62K +77 +2%
OPS
260
Orion Portfolio Solutions
Nebraska
$215K +$215K +4,545 New
SFG
261
Sovereign Financial Group
Connecticut
$214K -$1.74K -38 -0.8%
SFP
262
Strategic Financial Planning
Texas
$210K -$79.4K -1,680 -27%
JWCA
263
J.W. Cole Advisors
Florida
$207K -$83.2K -1,764 -29%
HI
264
Harbour Investments
Wisconsin
$205K +$11.6K +246 +6%
PPA
265
Parametric Portfolio Associates
Washington
$204K -$12.9K -272 -6%
IAA
266
Independent Advisor Alliance
North Carolina
$203K -$19.3K -410 -9%
SB
267
Strategic Blueprint
Georgia
$203K +$203K +4,293 New
NGA
268
Naples Global Advisors
Florida
$203K +$203K +4,300 New
CB
269
Commerce Bank
Missouri
$202K +$202K +4,284 New
OCM
270
One Capital Management
California
$200K +$200K +4,243 New
CAM
271
Cresset Asset Management
Illinois
$200K +$200K +4,244 New
CFD
272
Creative Financial Designs
Indiana
$195K -$20.5K -435 -10%
FRA
273
Front Row Advisors
California
$164K – – –
OCM
274
Orion Capital Management
California
$156K – – –
FF
275
FourThought Financial
Florida
$150K – – –
9 10
11
12 13