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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 %
EH
101
Equitable Holdings
New York
$1.54M +$120K +2,966 +8%
UAS
102
United Asset Strategies
New York
$1.51M +$1M +24,748 +197%
FHC
103
First Heartland Consultants
Missouri
$1.51M +$731K +18,097 +94%
RPCA
104
Running Point Capital Advisors
California
$1.5M +$1.5M +37,067 New
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$1.48M -$458K -11,328 -24%
GWM
106
Geneos Wealth Management
Colorado
$1.48M +$1.32M +169,651 +854%
CIAS
107
CFS Investment Advisory Services
New Jersey
$1.45M +$1.45M +35,801 New
SWP
108
Stratos Wealth Partners
Ohio
$1.43M -$776K -19,216 -35%
AWM
109
AE Wealth Management
Kansas
$1.41M +$618K +15,303 +78%
MCWS
110
McKinley Carter Wealth Services
West Virginia
$1.37M +$396K +9,799 +41%
FC
111
Financial Consulate
Maryland
$1.34M -$18.3K -453 -1%
WAS
112
Wealth Advisory Solutions
Indiana
$1.29M -$1.98K -49 -0.2%
BWFA
113
Baltimore-Washington Financial Advisors
Maryland
$1.29M -$13.3K -329 -1%
IWC
114
Integrated Wealth Concepts
Massachusetts
$1.26M +$1.26M +31,267 New
DWM
115
Doyle Wealth Management
Florida
$1.25M -$1.17K -29 -0.1%
PAS
116
Park Avenue Securities
New York
$1.23M +$73K +1,807 +6%
GM
117
GeoWealth Management
Illinois
$1.22M +$105K +2,610 +9%
FC
118
Forte Capital
New York
$1.15M +$20.4K +506 +2%
RA
119
Reby Advisors
Connecticut
$1.15M +$1.15M +28,337 New
FCI
120
Financial Counselors Inc
Kansas
$1.11M +$1.11M +27,564 New
Financial Engines Advisors
121
Financial Engines Advisors
California
$1.1M +$49K +1,213 +5%
T
122
TrueFG
Texas
$1.09M -$25.7K -636 -2%
CW
123
CreativeOne Wealth
Kansas
$1.08M -$685K -16,959 -39%
GSC
124
G&S Capital
Colorado
$1.04M +$171K +4,222 +20%
RWM
125
Reston Wealth Management
Virginia
$981K +$10.9K +270 +1%
3 4
5
6 7