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

Top Sellers

1
BHB
Bank Hapoalim BM
Israel
$7.7M
2
HI
Horizon Investments
North Carolina
$96.9M
3
PI
PFS Investments
Georgia
$49.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$74.1M
5
Morgan Stanley
Morgan Stanley
New York
$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
301
Stonebridge Capital Advisors
Minnesota
$34K – – –
FA
302
Faithward Advisors
Pennsylvania
$33K +$140 +3 +0.4%
CWA
303
Carolina Wealth Advisors
South Carolina
$27K – – –
TRCT
304
Tower Research Capital (TRC)
New York
$24K +$9.87K +206 +70%
BWM
305
BerganKDV Wealth Management
Minnesota
$23K +$23K +482 New
PNC Financial Services Group
306
PNC Financial Services Group
Pennsylvania
$22K – – –
FCM
307
Firestone Capital Management
Florida
$20K – – –
GWSG
308
GPS Wealth Strategies Group
Colorado
$20K +$97 +2 +0.5%
HS
309
Horan Securities
United States
$18K +$8.81K +189 +96%
SWA
310
Sutton Wealth Advisors
Florida
$17.6K – – –
Citigroup
311
Citigroup
New York
$16K -$9.12K -188 -36%
AF
312
Advisornet Financial
Minnesota
$13K – – –
Qube Research & Technologies (QRT)
313
Qube Research & Technologies (QRT)
United Kingdom
$13K +$13K +278 New
ACA
314
Aptus Capital Advisors
Alabama
$11K -$7.82K -160 -42%
LF
315
Lee Financial
Texas
$11K +$8.57K +180 +353%
Simplex Trading
316
Simplex Trading
Illinois
$11K +$11K +250 New
SL
317
Savior LLC
Massachusetts
$10K – – –
S
318
SignatureFD
Georgia
$9K – – –
GTAM
319
Global Trust Asset Management
Florida
$9K – – –
IHWM
320
Iron Horse Wealth Management
Iowa
$8K -$1.25K -25 -14%
ACA
321
Atlas Capital Advisors
Wyoming
$7.46K – – –
BA
322
Bellwether Advisors
Nebraska
$7K – – –
MHR
323
Matthew Hamilton Rosenberg
$7K +$7K +150 New
PWM
324
Prentice Wealth Management
New York
$6K – – –
AAP
325
Arax Advisory Partners
Colorado
$4K +$4K +89 New
10 11 12
13
14