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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

338 hedge funds and large institutions have $3.95B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 140 increasing their positions, 112 reducing their positions, and 14 closing their positions.

Holders
338
Holders Change
+29
Holders Change %
+9.39%
% of All Funds
5.9%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.44%
New
47
Increased
140
Reduced
112
Closed
14
Calls
–
Puts
$505K
Net Calls
-$505K
Net Calls Change
-$505K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.65B
2
LPL Financial
2
LPL Financial
California
$339M
3
KOC
3
Koss-Olinger Consulting
Florida
$23.5M
4
DA
4
Detalus Advisors
Missouri
$7.31M
5
RA
5
RFG Advisory
Alabama
$30.1M

Top Sellers

1
BHB
1
Bank Hapoalim BM
Israel
$7.7M
2
HI
2
Horizon Investments
North Carolina
$96.9M
3
PI
3
PFS Investments
Georgia
$49.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$74.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
51
Mariner Independent Advisor Network
Kansas
$6.91M +$214K +4,523 +3%
KW
52
KWB Wealth
California
$6.84M – – –
NPI
53
New Perspectives Inc
Mississippi
$6.57M +$6.57M +139,199 New
CAL
54
Capital Analysts LLC
Pennsylvania
$6.48M -$704K -14,912 -10%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$6.39M +$4.99M +105,771 +358%
WA
56
WBH Advisory
Maryland
$6.09M +$580K +12,378 +11%
V
57
Veritable
Delaware
$6.01M +$228K +4,825 +4%
HIM
58
Hanlon Investment Management
New Jersey
$6M -$645K -13,671 -10%
MFT
59
Moisand Fitzgerald Tamayo
Florida
$5.98M +$104K +2,207 +2%
TFA
60
TPG Financial Advisors
Oregon
$5.84M -$1.16M -24,671 -17%
AWM
61
AE Wealth Management
Kansas
$5.83M +$312K +6,612 +6%
IWP
62
IAG Wealth Partners
Wisconsin
$5.32M -$335K -7,085 -6%
PFM
63
Parsec Financial Management
North Carolina
$5.32M -$1.76M -37,294 -25%
HIIFS
64
Harel Insurance Investments & Financial Services
Israel
$5.25M +$355K +2,304 +7%
CFA
65
Carroll Financial Associates
North Carolina
$5.24M -$1.06M -22,557 -17%
CA
66
CGN Advisors
Kansas
$4.97M +$223K +4,717 +5%
CAN
67
Cetera Advisor Networks
California
$4.9M +$4.9M +103,736 New
NAS
68
Nicolet Advisory Services
Wisconsin
$4.77M -$359K -7,598 -7%
PFA
69
Pure Financial Advisors
California
$4.75M -$321K -6,789 -6%
CG
70
Colony Group
Massachusetts
$4.73M -$183K -3,885 -4%
JFA
71
JNBA Financial Advisors
Minnesota
$4.72M +$35.7K +756 +0.8%
SFI
72
SPC Financial Inc
Maryland
$4.69M +$1.39M +29,425 +42%
RPSA
73
Richard P. Slaughter Associates
Texas
$4.4M +$519K +10,997 +13%
CIAS
74
Capital Investment Advisory Services
North Carolina
$4.34M +$473K +10,014 +12%
FAIM
75
Financial Advocates Investment Management
Washington
$4.14M +$616K +13,055 +18%
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3
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