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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 %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$1.35M 29,507 +26,387 +846%
FCI
127
Financial Counselors Inc
Kansas
$1.34M 29,321 +1,757 +6%
FC
128
Forte Capital
New York
$1.34M 29,237 +804 +3%
Renaissance Technologies
129
Renaissance Technologies
New York
$1.34M 29,200 +7,500 +35%
Legacy Financial Group (Iowa)
130
Legacy Financial Group (Iowa)
Iowa
$1.32M 28,907 -27,600 -49%
Financial Engines Advisors
131
Financial Engines Advisors
California
$1.21M 26,473 -722 -3%
CWM
132
Collaborative Wealth Management
Florida
$1.21M 25,635 +25,635 New
BTWM
133
Baker Tilly Wealth Management
Wisconsin
$1.2M 26,316 +2,239 +9%
T
134
TrueFG
Texas
$1.2M 26,256 -671 -2%
GSC
135
G&S Capital
Colorado
$1.19M 26,044 +208 +0.8%
UWM
136
USAdvisors Wealth Management
Minnesota
$1.09M 23,863 +23,863 New
GI
137
Glovista Investments
New Jersey
$1.08M 23,600 +5,300 +29%
WP
138
WealthPLAN Partners
Nebraska
$1.08M 22,476 +1,467 +7%
RWM
139
Reston Wealth Management
Virginia
$1.07M 23,444 -832 -3%
LFG
140
Larson Financial Group
Missouri
$1.03M 22,491 +3,751 +20%
FPWM
141
FSB Premier Wealth Management
Iowa
$1.02M 22,384 +22,384 New
NA
142
NewEdge Advisors
Louisiana
$964K 21,076 -97 -0.5%
OGF
143
Orin Green Financial
California
$956K 20,890 -2,040 -9%
KWM
144
Kingsview Wealth Management
Oregon
$954K 20,567 +7 +0%
CW
145
CreativeOne Wealth
Kansas
$933K 20,379 -6,325 -24%
FMN
146
Financial Management Network
California
$920K 19,142 +1,576 +9%
DSC
147
Duncker Streett & Co
Missouri
$892K 19,495 +1 +0%
JCM
148
Jacobi Capital Management
Pennsylvania
$883K 19,300 +19,300 New
SIAP
149
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$879K 19,200 – –
RC
150
Roundview Capital
New Jersey
$877K 19,157 +179 +0.9%
4 5
6
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