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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BI
251
Ballast Inc
Kentucky
$228K 4,943 +353 +8%
MWM
252
Mattern Wealth Management
Kansas
$226K 4,906 – –
MSAM
253
Moloney Securities Asset Management
Missouri
$224K 4,853 +8 +0.2%
CB
254
Commerce Bank
Missouri
$224K 4,848 +564 +13%
AAS
255
Avantax Advisory Services
Texas
$224K 4,861 +4,861 New
KCPG
256
Kavar Capital Partners Group
Kansas
$223K 4,832 – –
CPIG
257
Chicago Partners Investment Group
Illinois
$218K 4,306 +4,306 New
SFP
258
Strategic Financial Planning
Texas
$214K 4,636 +191 +4%
NA
259
Nottingham Advisors
New York
$212K 4,591 -2,490 -35%
SFG
260
Sovereign Financial Group
Connecticut
$212K 4,598 -80 -2%
IAA
261
Independent Advisor Alliance
North Carolina
$204K 4,421 +117 +3%
HI
262
Harbour Investments
Wisconsin
$202K 4,374 +42 +1%
SFG
263
SageGuard Financial Group
Tennessee
$201K 4,364 -1,839 -30%
TA
264
TFG Advisers
Michigan
$200K 4,339 +4,339 New
CFD
265
Creative Financial Designs
Indiana
$192K 4,154 +14 +0.3%
FRA
266
Front Row Advisors
California
$164K 3,544 – –
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$156K 3,371 +1,192 +55%
FF
268
FourThought Financial
Florida
$147K 3,198 – –
OCM
269
Orion Capital Management
California
$136K 2,936 -363 -11%
Koshinski Asset Management
270
Koshinski Asset Management
Illinois
$123K 2,667 +2,667 New
Fidelity Investments
271
Fidelity Investments
Massachusetts
$123K 2,654 +1,911 +257%
HFS
272
Horizon Financial Services
North Carolina
$112K 2,435 +1,020 +72%
AWM
273
Accel Wealth Management
Iowa
$110K 2,390 – –
US Bancorp
274
US Bancorp
Minnesota
$106K 2,311 +536 +30%
William Blair & Company
275
William Blair & Company
Illinois
$98K 2,124 +552 +35%
9 10
11
12 13