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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
ODFS
2
O'Donnell Financial Services
California
$17.2M
3
ACM
3
AlphaStar Capital Management
North Carolina
$36.9M
4
WANY
4
Wealthspire Advisors (New York)
New York
$11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.52M

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 %
SWA
301
Sutton Wealth Advisors
Florida
$17.2K 372 – –
BCWM
302
Bartlett & Co Wealth Management
Ohio
$13.2K 286 +286 New
BC
303
Bartlett & Co
Ohio
$13K 286 +286 New
LF
304
Lee Financial
Texas
$11K 231 – –
Simplex Trading
305
Simplex Trading
Illinois
$11K 250 – –
ACA
306
Aptus Capital Advisors
Alabama
$10K 225 – –
GTAM
307
Global Trust Asset Management
Florida
$9K 189 – –
S
308
SignatureFD
Georgia
$9K 187 +1 +0.5%
ACA
309
Atlas Capital Advisors
Wyoming
$7.29K 158 – –
IHWM
310
Iron Horse Wealth Management
Iowa
$7K 151 -9 -6%
Deutsche Bank
311
Deutsche Bank
Germany
$6K 132 -4,806 -97%
PWM
312
Prentice Wealth Management
New York
$6K 131 – –
BA
313
Bellwether Advisors
Nebraska
$6K 151 – –
CCM
314
Covington Capital Management
California
$6K 124 +124 New
HWM
315
Holloway Wealth Management
Florida
– – – –
AAP
316
Arax Advisory Partners
Colorado
$4K 89 – –
MAM
317
Meeder Asset Management
Ohio
$3K 67 -1,176 -95%
WAS
318
Winch Advisory Services
Wisconsin
$2K 47 – –
GG
319
Gleason Group
Kentucky
$2K 49 – –
GI
320
Gradient Investments
Minnesota
$1K 18 -35 -66%
NFSG
321
Newbridge Financial Services Group
Florida
$1K 21 -7 -25%
EWM
322
Endurance Wealth Management
Rhode Island
$1K 13 – –
MIM
323
Macroview Investment Management
Maryland
$1K 12 – –
PA
324
Parallel Advisors
California
$1K 25 – –
BC
325
Barnett & Company
Tennessee
$1K 17 – –
11 12
13
14 15