SPMD icon

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 %
MML Investors Services
26
MML Investors Services
Massachusetts
$12.6M 274,667 +42,709 +18%
OIA
27
OneDigital Investment Advisors
Kansas
$11.2M 245,343 -9,834 -4%
Bank of America
28
Bank of America
North Carolina
$11.2M 243,964 +32,908 +16%
WCM
29
Windsor Capital Management
Arizona
$11M 239,927 +3,459 +1%
FSG
30
Financial Strategies Group
Michigan
$10.8M 237,078 -10,406 -4%
UBS Group
31
UBS Group
Switzerland
$10.8M 235,215 +8,172 +4%
LWA
32
Lenox Wealth Advisors
New York
$10.6M 232,477 -1,851 -0.8%
GVAG
33
Great Valley Advisor Group
Delaware
$10.4M 226,956 +176,625 +351%
AWA
34
ARQ Wealth Advisors
Arizona
$10.4M 226,467 -10,572 -4%
CWM
35
Cahaba Wealth Management
Georgia
$9.42M 205,878 +2,925 +1%
GWM
36
Geneos Wealth Management
Colorado
$9.13M 191,009 +1,498 +0.8%
SFG
37
StrategIQ Financial Group
Indiana
$8.97M 196,027 -3,651 -2%
TF
38
TRH Financial
Iowa
$8.88M 194,052 +2,384 +1%
MGIA
39
Moneta Group Investment Advisors
Missouri
$8.83M 192,985 -2,609 -1%
BPA
40
Beacon Pointe Advisors
California
$8.66M 189,344 -2,911 -2%
HighTower Advisors
41
HighTower Advisors
Illinois
$8.28M 180,949 -3,055 -2%
AC
42
Alexandria Capital
Virginia
$8.16M 178,219 +2,051 +1%
WI
43
WrapManager Inc
California
$7.45M 162,835 +10,797 +7%
VCM
44
Vivaldi Capital Management
Illinois
$7.39M 154,798 +4,574 +3%
TC
45
TownSquare Capital
Utah
$7.28M 159,093 +12,048 +8%
CAL
46
Capital Analysts LLC
Pennsylvania
$6.96M 152,074 +7,839 +5%
PFM
47
Parsec Financial Management
North Carolina
$6.86M 149,928 -11,498 -7%
KW
48
KWB Wealth
California
$6.84M 149,563 +34,611 +30%
PWG
49
Private Wealth Group
Florida
$6.8M 148,614 -1,875 -1%
TFA
50
TPG Financial Advisors
Oregon
$6.79M 148,467 -18,246 -11%
1
2
3 4 5