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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 %
IWC
101
Integrated Wealth Concepts
Massachusetts
$1.99M 43,478 +12,211 +39%
EH
102
Equitable Holdings
New York
$1.99M 43,378 +5,285 +14%
PAS
103
Park Avenue Securities
New York
$1.97M 43,015 +12,700 +42%
APC
104
Aspire Private Capital
North Carolina
$1.94M 42,413 +1,449 +4%
Citadel Advisors
105
Citadel Advisors
Florida
$1.94M 42,416 +42,416 New
EDRIA
106
Edmonds Duncan Registered Investment Advisors
Kansas
$1.91M 41,827 -161 -0.4%
WWM
107
Western Wealth Management
Colorado
$1.91M 41,752 +19,827 +90%
HF
108
HRT Financial
New York
$1.87M 40,907 +40,907 New
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$1.86M 40,741 -34 -0.1%
SWP
110
Stratos Wealth Partners
Ohio
$1.84M 40,250 +4,923 +14%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$1.82M 38,591 – –
UAS
112
United Asset Strategies
New York
$1.8M 39,234 +1,914 +5%
RPCA
113
Running Point Capital Advisors
California
$1.7M 37,070 +3 +0%
PFG
114
PAX Financial Group
Texas
$1.64M 35,736 -4,231 -11%
FI
115
FormulaFolio Investments
Michigan
$1.62M 34,121 -33,663 -50%
OC
116
Oarsman Capital
Wisconsin
$1.59M 34,802 -26,365 -43%
RFG
117
Range Financial Group
Oregon
$1.57M 34,323 +34,323 New
FEG
118
Financial Enhancement Group
Indiana
$1.48M 32,291 -8,163 -20%
BWFA
119
Baltimore-Washington Financial Advisors
Maryland
$1.46M 32,003 +188 +0.6%
IA
120
IFP Advisors
Florida
$1.45M 31,618 +11,589 +58%
FC
121
Financial Consulate
Maryland
$1.42M 30,921 -2,122 -6%
CPA
122
Clear Perspective Advisors
Illinois
$1.41M 30,752 +30,752 New
DWM
123
Doyle Wealth Management
Florida
$1.39M 30,428 -605 -2%
MCWS
124
McKinley Carter Wealth Services
West Virginia
$1.39M 30,319 -3,550 -10%
GM
125
GeoWealth Management
Illinois
$1.36M 29,630 -592 -2%
3 4
5
6 7