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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.

New
Increased
Maintained
Reduced
Closed
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 %
RFG
126
Range Financial Group
Oregon
$1.62M -$4.3K -91 -0.3%
FI
127
FormulaFolio Investments
Michigan
$1.59M -$24.3K -514 -2%
CPA
128
Clear Perspective Advisors
Illinois
$1.52M +$67.2K +1,424 +5%
BWFA
129
Baltimore-Washington Financial Advisors
Maryland
$1.52M +$4.25K +90 +0.3%
DWM
130
Doyle Wealth Management
Florida
$1.47M +$37.9K +804 +3%
WAS
131
Wealth Advisory Solutions
Indiana
$1.47M +$6.04K +128 +0.4%
IA
132
IFG Advisory
Georgia
$1.46M +$782K +16,560 +116%
NA
133
NewEdge Advisors
Louisiana
$1.43M +$433K +9,176 +44%
MCWS
134
McKinley Carter Wealth Services
West Virginia
$1.39M -$41.7K -883 -3%
FCI
135
Financial Counselors Inc
Kansas
$1.38M – – –
SS
136
Simplicity Solutions
Minnesota
$1.37M +$735K +15,562 +115%
FC
137
Financial Consulate
Maryland
$1.36M -$95.3K -2,020 -7%
FEG
138
Financial Enhancement Group
Indiana
$1.34M -$180K -3,823 -12%
T
139
TrueFG
Texas
$1.34M +$98K +2,075 +8%
UWM
140
USAdvisors Wealth Management
Minnesota
$1.33M +$206K +4,355 +18%
GI
141
Glovista Investments
New Jersey
$1.32M +$203K +4,300 +18%
BTWM
142
Baker Tilly Wealth Management
Wisconsin
$1.28M +$36.5K +774 +3%
GSC
143
G&S Capital
Colorado
$1.25M +$22.3K +473 +2%
FC
144
Forte Capital
New York
$1.25M -$130K -2,753 -9%
Financial Engines Advisors
145
Financial Engines Advisors
California
$1.2M -$52.8K -1,118 -4%
WP
146
WealthPLAN Partners
Nebraska
$1.12M +$38.9K +809 +4%
FMN
147
Financial Management Network
California
$1.12M +$211K +4,436 +23%
RC
148
Roundview Capital
New Jersey
$1.12M +$214K +4,530 +24%
LFG
149
Larson Financial Group
Missouri
$1.11M +$50.6K +1,072 +5%
QWM
150
QP Wealth Management
New Jersey
$1.09M +$1.09M +23,011 New
4 5
6
7 8