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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FPW
151
Flagship Private Wealth
Massachusetts
$855K +$37K +791 +5%
WJWM
152
Williams Jones Wealth Management
New York
$811K +$68.6K +1,500 +9%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$781K -$900K -19,648 -54%
T
154
TRUADVICE
Florida
$746K +$222K +4,574 +42%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$692K -$597K – –
SMC
156
Smith, Moore & Co
Missouri
$686K +$177K +3,861 +35%
APP
157
Avantax Planning Partners
Iowa
$683K -$49.8K -1,087 -7%
LFAS
158
Level Four Advisory Services
Texas
$676K -$11.3K -246 -2%
SAM
159
S.A. Mason
Michigan
$673K +$103K +2,255 +18%
BCI
160
Brinker Capital Investments
Pennsylvania
$663K +$86.3K +1,888 +15%
TFCP
161
Twin Focus Capital Partners
Massachusetts
$659K – – –
IA
162
IFG Advisory
Georgia
$655K +$241K +5,280 +58%
CCP
163
Corient Capital Partners
California
$653K +$85.5K +1,868 +15%
MOS
164
MGO One Seven
Ohio
$619K +$267K +5,835 +76%
SS
165
Simplicity Solutions
Minnesota
$617K -$1.18M -25,764 -66%
FIM
166
Fernwood Investment Management
Massachusetts
$609K – – –
PCA
167
Personal Capital Advisors
California
$599K +$35.9K +785 +6%
GL
168
Graypoint LLC
New York
$579K – – –
OPA
169
Old Port Advisors
Maine
$576K +$73.5K +1,608 +15%
FWP
170
Falcon Wealth Planning
California
$561K -$44.6K -974 -7%
RJA
171
Raymond James & Associates
Florida
$558K +$30K +657 +6%
CI
172
CX Institutional
Indiana
$553K -$1.43M -31,360 -72%
NA
173
Nottingham Advisors
New York
$546K -$78.2K -1,709 -13%
NFP
174
Narus Financial Partners
Utah
$539K +$539K +11,771 New
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$537K -$35.7K -780 -6%
5 6
7
8 9