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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 %
NAS
51
Nicolet Advisory Services
Wisconsin
$4.98M -$967K -23,940 -16%
V
52
Veritable
Delaware
$4.95M – – –
WA
53
WBH Advisory
Maryland
$4.72M +$582K +13,440 +14%
KW
54
KWB Wealth
California
$4.64M +$4.64M +114,952 New
AA
55
Advisory Alpha
Michigan
$4.49M +$29.3K +726 +0.7%
CG
56
Colony Group
Massachusetts
$4.37M -$28.3K -700 -0.6%
CPO
57
Cerity Partners OCIO
New York
$4.24M -$220K -5,439 -5%
UCFA
58
United Capital Financial Advisors
Texas
$4.22M -$503K -12,460 -11%
CA
59
CGN Advisors
Kansas
$4.19M +$4.19M +103,689 New
RIS
60
Retirement Income Solutions
Michigan
$4.13M +$1.61M +39,936 +64%
JFA
61
JNBA Financial Advisors
Minnesota
$4.03M +$114K +2,825 +3%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$3.96M -$5.33M -131,806 -57%
IWM
63
IHT Wealth Management
Illinois
$3.37M -$121K -3,002 -3%
Northern Trust
64
Northern Trust
Illinois
$3.15M – – –
CCT
65
Chemung Canal Trust
New York
$3.02M – – –
PAG
66
Pinnacle Advisory Group
Maryland
$3.02M -$157K -3,886 -5%
Jane Street
67
Jane Street
New York
$2.99M +$2.56M +63,276 +584%
AFS
68
Annapolis Financial Services
Maryland
$2.99M +$2.99M +74,021 New
NC
69
NovaPoint Capital
Georgia
$2.92M +$55.7K +1,379 +2%
HIIFS
70
Harel Insurance Investments & Financial Services
Israel
$2.92M +$2.92M +22,492 New
FAIM
71
Financial Advocates Investment Management
Washington
$2.89M +$176K +4,345 +6%
GSWM
72
Golden State Wealth Management
California
$2.82M +$2.82M +69,715 New
FI
73
FormulaFolio Investments
Michigan
$2.74M -$289K -7,144 -10%
BFG
74
Berger Financial Group
Minnesota
$2.68M +$2.68M +66,395 New
TCM
75
Towercrest Capital Management
Pennsylvania
$2.66M +$18.2K +450 +0.7%
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3
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