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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.

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 %
IWC
101
Integrated Wealth Concepts
Massachusetts
$2.57M +$513K +10,867 +25%
EH
102
Equitable Holdings
New York
$2.55M +$501K +10,620 +24%
TCM
103
Towercrest Capital Management
Pennsylvania
$2.53M -$234K -4,964 -8%
MA
104
MJP Associates
Connecticut
$2.51M +$77.5K +1,641 +3%
IA
105
IFP Advisors
Florida
$2.46M +$967K +20,526 +65%
WAM
106
WealthTrust Asset Management
Florida
$2.36M +$2.36M +49,989 New
GF
107
Goodman Financial
Texas
$2.34M -$59.3K -1,256 -2%
DJSG
108
D.J. St. Germain
Massachusetts
$2.25M +$2.25M +47,631 New
FTUS
109
Flow Traders U.S.
New York
$2.23M +$1.69M +35,722 +309%
KAS
110
Kestra Advisory Services
Texas
$2.15M -$643K -13,618 -23%
AWA
111
Arete Wealth Advisors
Illinois
$2.15M +$86.3K +1,830 +4%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$2.14M +$219K +4,646 +11%
GWM
113
Geneos Wealth Management
Colorado
$2.1M -$6.96M -146,770 -77%
Goldman Sachs
114
Goldman Sachs
New York
$2.06M -$3.28M -69,490 -61%
AWMG
115
Alliance Wealth Management Group
New Jersey
$2.03M -$192K -4,058 -9%
EDRIA
116
Edmonds Duncan Registered Investment Advisors
Kansas
$2.01M +$30.7K +651 +2%
GM
117
GeoWealth Management
Illinois
$1.98M +$577K +12,205 +41%
UAS
118
United Asset Strategies
New York
$1.87M +$17.8K +377 +1%
SWP
119
Stratos Wealth Partners
Ohio
$1.83M -$66.9K -1,417 -4%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$1.82M – – –
Renaissance Technologies
121
Renaissance Technologies
New York
$1.79M +$415K +8,800 +30%
RPCA
122
Running Point Capital Advisors
California
$1.75M +$189 +4 +0%
OC
123
Oarsman Capital
Wisconsin
$1.73M +$83.9K +1,778 +5%
PWM
124
Penobscot Wealth Management
Maine
$1.71M +$1.71M +36,304 New
PFG
125
PAX Financial Group
Texas
$1.65M -$34.2K -725 -2%
3 4
5
6 7