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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 %
CIAS
76
Capital Investment Advisory Services
North Carolina
$3.75M 81,922 +57,697 +238%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$3.71M 81,014 +67,803 +513%
Northern Trust
78
Northern Trust
Illinois
$3.66M 79,995 +2,070 +3%
IWM
79
IHT Wealth Management
Illinois
$3.64M 79,513 -3,994 -5%
UCFA
80
United Capital Financial Advisors
Texas
$3.6M 78,585 -25,954 -25%
GWM
81
GSB Wealth Management
Connecticut
$3.59M 78,413 +78,413 New
NC
82
NovaPoint Capital
Georgia
$3.57M 77,966 +5,716 +8%
CCT
83
Chemung Canal Trust
New York
$3.42M 74,741 – –
FAIM
84
Financial Advocates Investment Management
Washington
$3.41M 74,589 +3,018 +4%
AFS
85
Annapolis Financial Services
Maryland
$3.39M 74,049 +28 +0%
PAG
86
Pinnacle Advisory Group
Maryland
$3.35M 73,268 -1,446 -2%
FHC
87
First Heartland Consultants
Missouri
$3.26M 71,127 +33,845 +91%
SFI
88
SPC Financial Inc
Maryland
$3.2M 70,003 +6,056 +9%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$3.04M 66,445 +7,808 +13%
PA
90
PSI Advisors
Florida
$2.98M 65,124 +49,029 +305%
VIM
91
Vista Investment Management
Pennsylvania
$2.72M 59,478 -2,352 -4%
KAS
92
Kestra Advisory Services
Texas
$2.71M 59,254 +43,301 +271%
TCM
93
Towercrest Capital Management
Pennsylvania
$2.68M 58,507 -7,253 -11%
CF
94
Centaurus Financial
California
$2.48M 54,285 +6,642 +14%
MA
95
MJP Associates
Connecticut
$2.36M 51,462 +5,530 +12%
WCFA
96
Walkner Condon Financial Advisors
Wisconsin
$2.33M 50,842 +2,108 +4%
GF
97
Goodman Financial
Texas
$2.32M 50,783 +2,978 +6%
AWMG
98
Alliance Wealth Management Group
New Jersey
$2.15M 46,983 -6,114 -12%
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$2.12M 46,405 -129 -0.3%
AWA
100
Arete Wealth Advisors
Illinois
$2.01M 43,840 +5,049 +13%
2 3
4
5 6