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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 %
MAM
301
Meeder Asset Management
Ohio
$3K 67 – –
GG
302
Gleason Group
Kentucky
$3K 62 +62 New
LF
303
Lee Financial
Texas
$2K 51 – –
WAS
304
Winch Advisory Services
Wisconsin
$2K 47 – –
WAS
305
Wealth Advisory Solutions
Indiana
$1K 30,923 -1,006 -3%
MIM
306
Macroview Investment Management
Maryland
$1K 12 – –
EWM
307
Endurance Wealth Management
Rhode Island
$1K 13 – –
BSG
308
Black Swift Group
Colorado
$1K 13 +13 New
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$1K 25 +14 +127%
MCC
310
Money Concepts Capital
Florida
– – -137,185 Closed
BFG
311
Berger Financial Group
Minnesota
– – -66,395 Closed
BCA
312
Berman Capital Advisors
Georgia
– – -22,656 Closed
MA
313
Mutual Advisors
Nebraska
– – -11,783 Closed
CCFM
314
Clear Creek Financial Management
Washington
– – -10,854 Closed
RFN
315
RDA Financial Network
Iowa
– – -7,099 Closed
CCM
316
Condor Capital Management
New Jersey
– – -5,532 Closed
TA
317
Tectonic Advisors
Texas
– – -3,673 Closed
PWM
318
Perigon Wealth Management
California
– – -1,771 Closed
ICP
319
Interchange Capital Partners
Pennsylvania
– – -1,468 Closed
EVC
320
Eidelman Virant Capital
Missouri
– – -1,050 Closed
FPCG
321
Fort Pitt Capital Group
Pennsylvania
– – -570 Closed
NL
322
NVWM LLC
Pennsylvania
– – -320 Closed
M1FG
323
Mach-1 Financial Group
Arkansas
– – -260 Closed
MHR
324
Matthew Hamilton Rosenberg
– – -150 Closed
CCC
325
Crescent Capital Consulting
Louisiana
– – -95 Closed
10 11 12
13
14