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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.

New
Increased
Maintained
Reduced
Closed
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 %
AA
76
Advisory Alpha
Michigan
$4.13M +$39.3K +832 +1%
GWM
77
GSB Wealth Management
Connecticut
$4.05M +$352K +7,457 +10%
NC
78
NovaPoint Capital
Georgia
$4.03M +$351K +7,445 +10%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$4.03M -$158K -3,338 -4%
SFS
80
Sowell Financial Services
Arkansas
$3.88M -$333K -7,047 -8%
Northern Trust
81
Northern Trust
Illinois
$3.82M +$43.3K +917 +1%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$3.81M +$3.01M +63,728 +374%
FGAM
83
Financial Gravity Asset Management
Texas
$3.81M +$62.4K +1,322 +2%
IWM
84
IHT Wealth Management
Illinois
$3.69M -$60.1K -1,272 -2%
WWM
85
Western Wealth Management
Colorado
$3.69M +$1.72M +36,537 +88%
CCT
86
Chemung Canal Trust
New York
$3.53M – – –
AFS
87
Annapolis Financial Services
Maryland
$3.5M +$1.46K +31 +0%
KBFS
88
Kohmann Bosshard Financial Services
Ohio
$3.45M +$1.26M +26,706 +58%
CPO
89
Cerity Partners OCIO
New York
$3.44M -$487K -10,306 -12%
GSWM
90
Golden State Wealth Management
California
$3.42M -$558K -11,810 -14%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$3.4M +$261K +5,520 +8%
UCFA
92
United Capital Financial Advisors
Texas
$3.39M -$320K -6,773 -9%
PA
93
PSI Advisors
Florida
$3.37M +$297K +6,286 +10%
APC
94
Aspire Private Capital
North Carolina
$3.33M +$1.33M +28,216 +67%
BCM
95
Brookstone Capital Management
Illinois
$3.2M +$3.2M +68,314 New
TFA
96
Tranquilli Financial Advisor
New Jersey
$2.76M -$2.12M -44,971 -43%
VIM
97
Vista Investment Management
Pennsylvania
$2.76M -$52.2K -1,105 -2%
FHC
98
First Heartland Consultants
Missouri
$2.63M -$729K -15,436 -22%
PAS
99
Park Avenue Securities
New York
$2.62M +$584K +12,380 +29%
CF
100
Centaurus Financial
California
$2.61M +$43.6K +924 +2%
2 3
4
5 6