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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 %
GI
326
Gradient Investments
Minnesota
$3K -$75.9K -1,341 -96%
NFG
327
Next Financial Group
Texas
$3K -$4.23K -79 -59%
GG
328
Gleason Group
Kentucky
$2K -$531 -13 -21%
WAS
329
Winch Advisory Services
Wisconsin
$2K – – –
BC
330
Barnett & Company
Tennessee
$1K -$35.3K -600 -97%
NFSG
331
Newbridge Financial Services Group
Florida
$1K -$6.57K -184 -87%
MIM
332
Macroview Investment Management
Maryland
$1K – – –
PA
333
Parallel Advisors
California
$1K +$1K +25 New
WA
334
Waddell & Associates
Tennessee
$302 +$302 +6,400 New
WIM
335
Westside Investment Management
California
$25 +$25 +544 New
VFA
336
Voya Financial Advisors
Connecticut
– -$4.07M -89,078 Closed
WCFA
337
Walkner Condon Financial Advisors
Wisconsin
– -$2.33M -50,842 Closed
HF
338
HRT Financial
New York
– -$1.87M -40,907 Closed
Jane Street
339
Jane Street
New York
– -$447K -9,775 Closed
FHA
340
Flagship Harbor Advisors
Massachusetts
– -$370K -8,090 Closed
AIC
341
Ameritas Investment Company
Nebraska
– -$317K -6,921 Closed
CPIG
342
Chicago Partners Investment Group
Illinois
– -$205K -4,234 Closed
BC
343
Brio Consultants
California
– -$143K -3,120 Closed
EP
344
Eudaimonia Partners
Tennessee
– -$74K -1,611 Closed
SFMG
345
Sage Financial Management Group
Virginia
– -$28K -621 Closed
TCWM
346
Total Clarity Wealth Management
Illinois
– -$15K -332 Closed
ICM
347
Islay Capital Management
Texas
– -$10K -209 Closed
VBCG
348
Valley Brook Capital Group
Pennsylvania
– -$5K -126 Closed
BSG
349
Black Swift Group
Colorado
– -$1K -13 Closed
10 11 12 13
14