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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 %
MIAN
51
Mariner Independent Advisor Network
Kansas
$6.49M 141,734 +3,353 +2%
HIM
52
Hanlon Investment Management
New Jersey
$6.44M 140,714 -8,393 -6%
CFA
53
Carroll Financial Associates
North Carolina
$6.11M 133,511 -12,555 -9%
MFT
54
Moisand Fitzgerald Tamayo
Florida
$5.69M 124,345 -6,334 -5%
V
55
Veritable
Delaware
$5.6M 122,440 – –
IWP
56
IAG Wealth Partners
Wisconsin
$5.49M 119,849 -8,940 -7%
WA
57
WBH Advisory
Maryland
$5.38M 117,541 +8,461 +8%
AWM
58
AE Wealth Management
Kansas
$5.35M 116,837 +82,025 +236%
RIS
59
Retirement Income Solutions
Michigan
$5.25M 114,762 +12,494 +12%
Goldman Sachs
60
Goldman Sachs
New York
$5.18M 113,165 +100,000 +760%
NAS
61
Nicolet Advisory Services
Wisconsin
$4.98M 108,720 -14,612 -12%
PFA
62
Pure Financial Advisors
California
$4.92M 107,418 -27,044 -20%
HIIFS
63
Harel Insurance Investments & Financial Services
Israel
$4.86M 31,804 +9,312 +41%
CG
64
Colony Group
Massachusetts
$4.76M 104,044 -4,101 -4%
TFA
65
Tranquilli Financial Advisor
New Jersey
$4.74M 103,518 +103,518 New
CA
66
CGN Advisors
Kansas
$4.61M 100,640 -3,049 -3%
JFA
67
JNBA Financial Advisors
Minnesota
$4.54M 99,197 -487 -0.5%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$4.34M 94,831 +80,722 +572%
SFS
69
Sowell Financial Services
Arkansas
$4.29M 89,224 +49,359 +124%
VFA
70
Voya Financial Advisors
Connecticut
$4.07M 89,078 +28,678 +47%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$4.06M 88,693 -9,293 -9%
AA
72
Advisory Alpha
Michigan
$3.96M 86,598 -24,473 -22%
GSWM
73
Golden State Wealth Management
California
$3.86M 84,318 +14,603 +21%
CPO
74
Cerity Partners OCIO
New York
$3.8M 83,127 -21,862 -21%
RPSA
75
Richard P. Slaughter Associates
Texas
$3.77M 82,290 +23,292 +39%
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