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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 %
WP
276
WealthShield Partners
North Carolina
$116K +$282 +6 +0.2%
AWM
277
Accel Wealth Management
Iowa
$113K -$11.6K -245 -9%
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$103K -$2.46K -52 -2%
DWMG
279
DB Wealth Management Group
California
$91K +$142 +3 +0.2%
US Bancorp
280
US Bancorp
Minnesota
$84K -$189K -3,986 -69%
Bessemer Group
281
Bessemer Group
New Jersey
$81K – – –
PFGIA
282
Patriot Financial Group Insurance Agency
Massachusetts
$80K +$39.9K +845 +99%
William Blair & Company
283
William Blair & Company
Illinois
$74K +$12.8K +272 +21%
HWMA
284
Heritage Wealth Management (Arizona)
Arizona
$74K +$74K +1,575 New
BHWM
285
Bay Harbor Wealth Management
Maryland
$68K -$50.6K -1,071 -43%
SPIA
286
Steward Partners Investment Advisory
New York
$68K – – –
FWP
287
FAS Wealth Partners
Kansas
$67K +$30.6K +650 +84%
HFS
288
Horizon Financial Services
North Carolina
$67K +$67K +1,415 New
JAWM
289
J. Arnold Wealth Management
Ohio
$65K +$65K +1,376 New
OSNBOA
290
Old Second National Bank of Aurora
Illinois
$61K -$2.07K -44 -3%
RIM
291
Rockbridge Investment Management
New York
$59K – – –
MAM
292
Meeder Asset Management
Ohio
$59K +$55.8K +1,176 +1,755%
CI
293
CX Institutional
Indiana
$58K -$512K -10,863 -90%
JWA
294
JFS Wealth Advisors
Pennsylvania
$58K +$47 +1 +0.1%
CP
295
Castleview Partners
Texas
$54K +$54K +1,151 New
RCA
296
Ranch Capital Advisors
Florida
$51K +$26.8K +577 +111%
PFA
297
Professional Financial Advisors
Nebraska
$44K +$140 +3 +0.3%
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$40K +$4.88K +104 +14%
BlackRock
299
BlackRock
New York
$39K +$26.4K +565 +209%
Fidelity Investments
300
Fidelity Investments
Massachusetts
$35K +$2.26K +48 +7%
10 11
12
13 14