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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

325 hedge funds and large institutions have $3.81B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 159 increasing their positions, 99 reducing their positions, and 29 closing their positions.

Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.46%
New
23
Increased
159
Reduced
99
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.77B
2
ACM
2
AlphaStar Capital Management
North Carolina
$36.9M
3
WANY
3
Wealthspire Advisors (New York)
New York
$11M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.52M
5
BHB
5
Bank Hapoalim BM
Israel
$7.52M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$13.6M
2
PI
2
PFS Investments
Georgia
$0
3
LPL Financial
3
LPL Financial
California
$286M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$42.6M
5
TA
5
Tiedemann Advisors
New York
$322M
Name Market Value Shares Shares
Change 		Shares
Change %
MCWS
126
McKinley Carter Wealth Services
West Virginia
$1.36M 29,363 -73 -0.2%
BTWM
127
Baker Tilly Wealth Management
Wisconsin
$1.34M 28,927 +1,837 +7%
CIAS
128
CFS Investment Advisory Services
New Jersey
$1.32M 28,490 +28,490 New
FEG
129
Financial Enhancement Group
Indiana
$1.31M 28,395 -73 -0.3%
FC
130
Financial Consulate
Maryland
$1.31M 28,358 -543 -2%
GSC
131
G&S Capital
Colorado
$1.24M 26,904 +387 +1%
FC
132
Forte Capital
New York
$1.23M 26,718 +234 +0.9%
LFG
133
Larson Financial Group
Missouri
$1.21M 26,237 +2,674 +11%
Financial Engines Advisors
134
Financial Engines Advisors
California
$1.18M 25,617 +262 +1%
WAS
135
Wealth Advisory Solutions
Indiana
$1.17M 25,280 -5,771 -19%
GM
136
GeoWealth Management
Illinois
$1.16M 25,124 -16,711 -40%
FMN
137
Financial Management Network
California
$1.16M 24,749 +1,171 +5%
WP
138
WealthPLAN Partners
Nebraska
$1.14M 23,137 -148 -0.6%
RC
139
Roundview Capital
New Jersey
$1.09M 23,517 -170 -0.7%
QWM
140
QP Wealth Management
New Jersey
$1.08M 23,417 +406 +2%
JCM
141
Jacobi Capital Management
Pennsylvania
$1.05M 22,727 +1,253 +6%
FPWM
142
FSB Premier Wealth Management
Iowa
$1.04M 22,637 +873 +4%
UAS
143
United Asset Strategies
New York
$1.04M 22,476 -17,135 -43%
KWM
144
Kingsview Wealth Management
Oregon
$1M 21,708 +19 +0.1%
HF
145
HRT Financial
New York
$983K 21,316 +21,316 New
AC
146
Apella Capital
Connecticut
$967K 20,945 +2,464 +13%
FPW
147
Flagship Private Wealth
Massachusetts
$956K 20,707 +873 +4%
OGF
148
Orin Green Financial
California
$943K 20,424 +783 +4%
BCI
149
Brinker Capital Investments
Pennsylvania
$929K 20,116 +665 +3%
AFP
150
Ausdal Financial Partners
Iowa
$917K 19,871 +14,383 +262%
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6
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