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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 %
KWM
151
Kingsview Wealth Management
Oregon
$1.03M +$53.4K +1,122 +5%
FPWM
152
FSB Premier Wealth Management
Iowa
$1.03M -$29.3K -620 -3%
JCM
153
Jacobi Capital Management
Pennsylvania
$1.01M +$103K +2,174 +11%
RWM
154
Reston Wealth Management
Virginia
$1.01M -$99.6K -2,110 -9%
FPW
155
Flagship Private Wealth
Massachusetts
$932K +$72.1K +1,534 +8%
OGF
156
Orin Green Financial
California
$927K -$58.9K -1,249 -6%
BCI
157
Brinker Capital Investments
Pennsylvania
$918K +$234K +4,954 +34%
DSC
158
Duncker Streett & Co
Missouri
$909K -$11.2K -237 -1%
SIAP
159
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$906K – – –
AC
160
Apella Capital
Connecticut
$872K +$872K +18,481 New
SAM
161
S.A. Mason
Michigan
$815K +$120K +2,550 +17%
GRP
162
Global Retirement Partners
California
$799K +$473K +10,027 +145%
WJWM
163
Williams Jones Wealth Management
New York
$790K -$47.2K -1,000 -6%
MOS
164
MGO One Seven
Ohio
$745K +$106K +2,236 +17%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$709K -$692K – –
SMC
166
Smith, Moore & Co
Missouri
$707K – – –
T
167
TRUADVICE
Florida
$705K -$12.2K -261 -2%
APP
168
Avantax Planning Partners
Iowa
$704K -$189 -4 -0%
FFW
169
Fusion Family Wealth
New York
$703K +$703K +14,891 New
LFAS
170
Level Four Advisory Services
Texas
$687K -$10.6K -225 -2%
CW
171
CreativeOne Wealth
Kansas
$686K -$277K -5,858 -29%
TFCP
172
Twin Focus Capital Partners
Massachusetts
$680K – – –
CCP
173
Corient Capital Partners
California
$674K +$755 +16 +0.1%
RJA
174
Raymond James & Associates
Florida
$664K +$87.7K +1,858 +15%
FIM
175
Fernwood Investment Management
Massachusetts
$628K – – –
5 6
7
8 9