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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
ACM
2
AlphaStar Capital Management
North Carolina
$36.9M
3
WANY
3
Wealthspire Advisors (New York)
New York
$11M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.52M
5
BHB
5
Bank Hapoalim BM
Israel
$7.52M

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 %
MML Investors Services
26
MML Investors Services
Massachusetts
$13.1M 283,158 +9,877 +4%
FSG
27
Financial Strategies Group
Michigan
$12.6M 272,305 +18,563 +7%
GVAG
28
Great Valley Advisor Group
Delaware
$12.1M 262,386 +24,793 +10%
WCM
29
Windsor Capital Management
Arizona
$11.5M 248,503 +6,826 +3%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$11.3M 245,710 +41,273 +20%
AWA
31
ARQ Wealth Advisors
Arizona
$11.3M 244,289 +7,419 +3%
WANY
32
Wealthspire Advisors (New York)
New York
$11M 239,087 +239,087 New
LWA
33
Lenox Wealth Advisors
New York
$11M 238,107 -2,983 -1%
OIA
34
OneDigital Investment Advisors
Kansas
$10.8M 234,356 -1,133 -0.5%
MGIA
35
Moneta Group Investment Advisors
Missouri
$9.59M 207,669 +16,036 +8%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$9.39M 203,501 +118,146 +138%
BPA
37
Beacon Pointe Advisors
California
$8.85M 191,705 +3,243 +2%
CWM
38
Cahaba Wealth Management
Georgia
$8.7M 188,508 +7,199 +4%
SFG
39
StrategIQ Financial Group
Indiana
$8.57M 185,611 -2,871 -2%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$8.52M 184,621 +139,234 +307%
RIS
41
Retirement Income Solutions
Michigan
$8.52M 184,537 +5,845 +3%
TC
42
TownSquare Capital
Utah
$8.49M 183,990 +10,676 +6%
AC
43
Alexandria Capital
Virginia
$8.33M 180,439 +3,159 +2%
HighTower Advisors
44
HighTower Advisors
Illinois
$7.94M 172,194 +1,338 +0.8%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$7.84M 169,755 +34,477 +25%
KW
46
KWB Wealth
California
$7.83M 169,550 +19,987 +13%
DA
47
Detalus Advisors
Missouri
$7.75M 167,842 +13,033 +8%
WI
48
WrapManager Inc
California
$7.67M 166,156 +5,903 +4%
BHB
49
Bank Hapoalim BM
Israel
$7.52M 163,000 +137,914 +550%
PWG
50
Private Wealth Group
Florida
$7.5M 162,500 +4,455 +3%
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