SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

279 hedge funds and large institutions have $2.73B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+47
Holders Change %
+20.26%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
65
Increased
96
Reduced
86
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.17B
2
LPL Financial
2
LPL Financial
California
$168M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.6M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$9.37M
5
Morgan Stanley
5
Morgan Stanley
New York
$31M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$9.17M
2
VA
2
Valmark Advisers
Ohio
$290M
3
HI
3
Horizon Investments
North Carolina
$0
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$1.84M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$9.37M +$9.12M +225,704 +3,609%
Osaic Holdings
27
Osaic Holdings
Arizona
$9.21M -$1.54M -38,242 -14%
UBS Group
28
UBS Group
Switzerland
$9.17M -$78.7M -1,948,272 -90%
CWM
29
Cahaba Wealth Management
Georgia
$8.76M +$123K +2,848 +1%
Bank of America
30
Bank of America
North Carolina
$8.53M -$3.2M -79,301 -27%
SFG
31
StrategIQ Financial Group
Indiana
$8.07M -$155K -3,836 -2%
MGIA
32
Moneta Group Investment Advisors
Missouri
$7.9M +$150K +3,715 +2%
BPA
33
Beacon Pointe Advisors
California
$7.77M -$67.4K -1,669 -0.9%
TF
34
TRH Financial
Iowa
$7.74M +$305K +7,558 +4%
HighTower Advisors
35
HighTower Advisors
Illinois
$7.44M +$3.63M +89,889 +96%
AC
36
Alexandria Capital
Virginia
$7.12M +$318K +7,871 +5%
TFA
37
TPG Financial Advisors
Oregon
$6.74M +$1.16M +28,699 +21%
PFM
38
Parsec Financial Management
North Carolina
$6.52M -$466K -11,545 -7%
WI
39
WrapManager Inc
California
$6.14M +$1.45M +35,921 +31%
PWG
40
Private Wealth Group
Florida
$6.08M -$357K -8,835 -6%
VCM
41
Vivaldi Capital Management
Illinois
$6.07M +$192K +4,761 +3%
HIM
42
Hanlon Investment Management
New Jersey
$6.02M -$1.1M -27,115 -15%
TC
43
TownSquare Capital
Utah
$5.94M +$438K +10,830 +8%
CFA
44
Carroll Financial Associates
North Carolina
$5.9M +$1.99M +49,218 +51%
CAL
45
Capital Analysts LLC
Pennsylvania
$5.83M +$2.27M +56,300 +64%
MIAN
46
Mariner Independent Advisor Network
Kansas
$5.59M -$213K -5,263 -4%
MCC
47
Money Concepts Capital
Florida
$5.54M +$5.54M +137,185 New
PFA
48
Pure Financial Advisors
California
$5.43M -$1.17M -28,904 -18%
MFT
49
Moisand Fitzgerald Tamayo
Florida
$5.28M -$96.9K -2,398 -2%
IWP
50
IAG Wealth Partners
Wisconsin
$5.2M -$246K -6,093 -5%
1
2
3 4 5