SPMD icon

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 %
NC
76
NovaPoint Capital
Georgia
$4.13M 89,553 +4,142 +5%
IWM
77
IHT Wealth Management
Illinois
$4.11M 88,928 +10,687 +14%
GWM
78
GSB Wealth Management
Connecticut
$4.06M 88,012 +2,142 +2%
AA
79
Advisory Alpha
Michigan
$4.03M 87,286 -144 -0.2%
DJSG
80
D.J. St. Germain
Massachusetts
$3.95M 85,636 +38,005 +80%
Northern Trust
81
Northern Trust
Illinois
$3.78M 81,837 +925 +1%
PA
82
PSI Advisors
Florida
$3.71M 80,362 +8,952 +13%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$3.66M 79,296 +7,331 +10%
GSWM
84
Golden State Wealth Management
California
$3.52M 76,278 +3,770 +5%
KBFS
85
Kohmann Bosshard Financial Services
Ohio
$3.48M 75,274 +2,163 +3%
CCT
86
Chemung Canal Trust
New York
$3.45M 74,741 – –
FHC
87
First Heartland Consultants
Missouri
$3.44M 74,571 +18,880 +34%
UCFA
88
United Capital Financial Advisors
Texas
$3.29M 71,266 -546 -0.8%
CPO
89
Cerity Partners OCIO
New York
$3.29M 71,180 -1,641 -2%
Goldman Sachs
90
Goldman Sachs
New York
$3.26M 70,576 +26,901 +62%
AFS
91
Annapolis Financial Services
Maryland
$3.11M 67,323 -6,757 -9%
APC
92
Aspire Private Capital
North Carolina
$3.1M 67,177 -3,452 -5%
BCM
93
Brookstone Capital Management
Illinois
$2.97M 62,965 -5,349 -8%
PAS
94
Park Avenue Securities
New York
$2.88M 62,431 +7,036 +13%
VIM
95
Vista Investment Management
Pennsylvania
$2.78M 60,121 +1,748 +3%
CF
96
Centaurus Financial
California
$2.75M 59,647 +4,438 +8%
IA
97
IFP Advisors
Florida
$2.53M 54,443 +2,299 +4%
TCM
98
Towercrest Capital Management
Pennsylvania
$2.53M 54,733 +1,190 +2%
MA
99
MJP Associates
Connecticut
$2.42M 52,333 -770 -1%
FGAM
100
Financial Gravity Asset Management
Texas
$2.39M 51,772 -28,964 -36%
2 3
4
5 6