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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 %
DWMG
276
DB Wealth Management Group
California
$90K 1,958 +32 +2%
SFP
277
Sterling Financial Planning
New Jersey
$88K 1,900 +1,900 New
PFGIA
278
Patriot Financial Group Insurance Agency
Massachusetts
$86K 1,855 +160 +9%
Bessemer Group
279
Bessemer Group
New Jersey
$82K 1,763 +38 +2%
AF
280
Advisornet Financial
Minnesota
$77K 1,664 +1,382 +490%
TCWM
281
Total Clarity Wealth Management
Illinois
$73K 1,579 +1,579 New
SPIA
282
Steward Partners Investment Advisory
New York
$69K 1,504 +60 +4%
RCA
283
Ranch Capital Advisors
Florida
$64K 1,382 +283 +26%
OSNBOA
284
Old Second National Bank of Aurora
Illinois
$61K 1,323 +29 +2%
RIM
285
Rockbridge Investment Management
New York
$58K 1,249 – –
KFS
286
Kelly Financial Services
Massachusetts
$57.3K 1,241 -15,402 -93%
JWA
287
JFS Wealth Advisors
Pennsylvania
$57K 1,233 -1 -0.1%
PFA
288
Professional Financial Advisors
Nebraska
$47K 1,009 +69 +7%
BlackRock
289
BlackRock
New York
$38K 824 -11 -1%
BHWM
290
Bay Harbor Wealth Management
Maryland
$36K 770 -668 -46%
FWP
291
FAS Wealth Partners
Kansas
$36K 773 -650 -46%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$35K 748 -104 -12%
FA
293
Faithward Advisors
Pennsylvania
$33K 709 +3 +0.4%
CI
294
CX Institutional
Indiana
$29K 630 -600 -49%
HWMA
295
Heritage Wealth Management (Arizona)
Arizona
$28K 607 -968 -61%
CWA
296
Carolina Wealth Advisors
South Carolina
$26K 570 – –
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$22K 470 – –
BWM
298
BerganKDV Wealth Management
Minnesota
$22K 482 – –
FCM
299
Firestone Capital Management
Florida
$20K 430 – –
GWSG
300
GPS Wealth Strategies Group
Colorado
$19K 416 +2 +0.5%
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12
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