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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 %
SFI
76
SPC Financial Inc
Maryland
$2.58M +$222K +5,500 +9%
FGAM
77
Financial Gravity Asset Management
Texas
$2.56M +$2.56M +63,430 New
VIM
78
Vista Investment Management
Pennsylvania
$2.5M -$70.6K -1,747 -3%
OC
79
Oarsman Capital
Wisconsin
$2.47M -$4.12K -102 -0.2%
VFA
80
Voya Financial Advisors
Connecticut
$2.44M +$814K +20,190 +50%
RPSA
81
Richard P. Slaughter Associates
Texas
$2.38M +$2.38M +58,998 New
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$2.37M +$455K +11,255 +24%
Legacy Financial Group (Iowa)
83
Legacy Financial Group (Iowa)
Iowa
$2.28M +$2.28M +56,507 New
AWMG
84
Alliance Wealth Management Group
New Jersey
$2.15M +$12K +298 +0.6%
GVAG
85
Great Valley Advisor Group
Delaware
$2.03M +$500K +12,375 +33%
WCFA
86
Walkner Condon Financial Advisors
Wisconsin
$1.97M +$2.75K +68 +0.1%
GF
87
Goodman Financial
Texas
$1.93M +$143K +3,545 +8%
CF
88
Centaurus Financial
California
$1.93M +$178K +4,413 +10%
KBFS
89
Kohmann Bosshard Financial Services
Ohio
$1.88M -$276K -6,842 -13%
MA
90
MJP Associates
Connecticut
$1.86M +$1.86M +45,932 New
EDRIA
91
Edmonds Duncan Registered Investment Advisors
Kansas
$1.84M -$10.5M -240,399 -85%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1.82M – – –
CI
93
CX Institutional
Indiana
$1.76M -$452K -11,201 -20%
APC
94
Aspire Private Capital
North Carolina
$1.66M -$248K -6,127 -13%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$1.65M +$230K +5,702 +16%
FEG
96
Financial Enhancement Group
Indiana
$1.63M +$136K +3,377 +9%
PFG
97
PAX Financial Group
Texas
$1.62M -$235K -5,824 -13%
SFS
98
Sowell Financial Services
Arkansas
$1.61M +$1.61M +39,865 New
SS
99
Simplicity Solutions
Minnesota
$1.59M +$845K +20,917 +114%
AWA
100
Arete Wealth Advisors
Illinois
$1.57M +$128K +3,174 +9%
2 3
4
5 6