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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 %
VCM
51
Vivaldi Capital Management
Illinois
$7.28M 157,747 +2,103 +1%
NPI
52
New Perspectives Inc
Mississippi
$7.07M 153,181 +13,982 +10%
V
53
Veritable
Delaware
$6.84M 148,080 +20,815 +16%
TFA
54
TPG Financial Advisors
Oregon
$6.77M 146,754 +22,958 +19%
AWM
55
AE Wealth Management
Kansas
$6.41M 138,884 +15,435 +13%
MFT
56
Moisand Fitzgerald Tamayo
Florida
$6.18M 133,792 +7,240 +6%
CAL
57
Capital Analysts LLC
Pennsylvania
$6.12M 132,663 -4,499 -3%
WA
58
WBH Advisory
Maryland
$6.1M 132,179 +2,260 +2%
TF
59
TRH Financial
Iowa
$6.02M 130,363 -55,150 -30%
MIAN
60
Mariner Independent Advisor Network
Kansas
$5.86M 126,930 -19,327 -13%
CAN
61
Cetera Advisor Networks
California
$5.78M 125,275 +21,539 +21%
CFA
62
Carroll Financial Associates
North Carolina
$5.73M 124,092 +13,138 +12%
CIAS
63
Capital Investment Advisory Services
North Carolina
$5.4M 116,995 +25,059 +27%
HIM
64
Hanlon Investment Management
New Jersey
$5.34M 115,661 -11,382 -9%
IWP
65
IAG Wealth Partners
Wisconsin
$5.23M 113,381 +617 +0.5%
PFM
66
Parsec Financial Management
North Carolina
$5.09M 100,143 -12,491 -11%
EH
67
Equitable Holdings
New York
$4.88M 105,758 +51,760 +96%
FAIM
68
Financial Advocates Investment Management
Washington
$4.73M 102,373 +14,729 +17%
JFA
69
JNBA Financial Advisors
Minnesota
$4.67M 101,159 +1,206 +1%
CG
70
Colony Group
Massachusetts
$4.58M 99,119 -1,040 -1%
RPSA
71
Richard P. Slaughter Associates
Texas
$4.51M 97,749 +4,462 +5%
NAS
72
Nicolet Advisory Services
Wisconsin
$4.49M 97,230 -3,892 -4%
CA
73
CGN Advisors
Kansas
$4.46M 96,566 -8,791 -8%
PFA
74
Pure Financial Advisors
California
$4.44M 96,110 -4,519 -4%
SFI
75
SPC Financial Inc
Maryland
$4.26M 92,353 -7,075 -7%
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