SPMD icon

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 %
EFL
176
ERn Financial LLC
Wisconsin
$536K 11,716 -1,946 -14%
AWM
177
Avior Wealth Management
Nebraska
$534K 11,684 -2,498 -18%
FTUS
178
Flow Traders U.S.
New York
$528K 11,542 +3,577 +45%
WOSD
179
WFA of San Diego
California
$511K 11,157 -372 -3%
VBFP
180
Valtinson Bruner Financial Planning
Minnesota
$485K 10,242 -1,154 -10%
LA
181
Latitude Advisors
Florida
$483K 10,546 +10,546 New
ODCM
182
Old Dominion Capital Management
Virginia
$472K 10,324 -2,695 -21%
IWMA
183
Ironwood Wealth Management (Arizona)
Arizona
$450K 9,838 -1,107 -10%
ACP
184
Aveo Capital Partners
Colorado
$450K 9,832 +9,832 New
Jane Street
185
Jane Street
New York
$447K 9,775 -64,337 -87%
Mercer Global Advisors
186
Mercer Global Advisors
Colorado
$429K 9,369 +9,369 New
GWAG
187
Garrett Wealth Advisory Group
Texas
$422K 9,219 +662 +8%
ISWM
188
Independent Solutions Wealth Management
New York
$402K 8,785 -3,052 -26%
CAG
189
Csenge Advisory Group
Florida
$402K 8,590 -576 -6%
DI
190
Diligent Investors
California
$394K 8,604 +818 +11%
CIA
191
Compass Ion Advisors
Pennsylvania
$393K 8,595 +25 +0.3%
DWM
192
Denver Wealth Management
Colorado
$381K 8,072 +8,072 New
BMD
193
Better Money Decisions
New Mexico
$374K 8,180 +8,180 New
FHA
194
Flagship Harbor Advisors
Massachusetts
$370K 8,090 -11,368 -58%
ASN
195
Advisory Services Network
Georgia
$370K 8,085 +21 +0.3%
5L
196
55I LLC
Massachusetts
$367K 8,012 +8,012 New
WPC
197
White Pine Capital
Minnesota
$366K 8,000 – –
BG
198
Benedetti & Gucer
Georgia
$364K 7,958 +7,958 New
FNBOO
199
First National Bank of Omaha
Nebraska
$361K 7,895 – –
Truist Financial
200
Truist Financial
North Carolina
$360K 7,873 +922 +13%
6 7
8
9 10