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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 %
Legacy Financial Group (Iowa)
176
Legacy Financial Group (Iowa)
Iowa
$621K -$745K -15,763 -55%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$621K +$67K +1,421 +12%
PCA
178
Personal Capital Advisors
California
$613K -$5.57K -118 -0.9%
GL
179
Graypoint LLC
New York
$586K -$11.3K -240 -2%
FWP
180
Falcon Wealth Planning
California
$579K – – –
KPW
181
Kore Private Wealth
New York
$574K +$574K +12,158 New
Mariner
182
Mariner
Kansas
$563K +$563K +11,920 New
AWM
183
Avior Wealth Management
Nebraska
$534K -$17K -360 -3%
CCM
184
Coldstream Capital Management
Washington
$533K +$533K +11,297 New
W
185
Wealthquest
Ohio
$519K +$519K +11,014 New
WOSD
186
WFA of San Diego
California
$518K -$8.73K -185 -2%
EFL
187
ERn Financial LLC
Wisconsin
$487K -$65.7K -1,392 -12%
ODCM
188
Old Dominion Capital Management
Virginia
$487K – – –
GKWIM
189
Gerber Kawasaki Wealth & Investment Management
California
$487K +$166K +3,524 +52%
ACP
190
Aveo Capital Partners
Colorado
$485K +$20.5K +434 +4%
VBFP
191
Valtinson Bruner Financial Planning
Minnesota
$467K -$10.4K -224 -2%
KPWS
192
Kestra Private Wealth Services
Texas
$461K +$121K +2,565 +36%
LA
193
Latitude Advisors
Florida
$448K -$50K -1,058 -10%
ISWM
194
Independent Solutions Wealth Management
New York
$441K +$26.1K +552 +6%
GWAG
195
Garrett Wealth Advisory Group
Texas
$439K +$3.92K +83 +0.9%
OPA
196
Old Port Advisors
Maine
$409K -$176K -3,796 -30%
ASN
197
Advisory Services Network
Georgia
$408K +$26.1K +553 +7%
CIA
198
Compass Ion Advisors
Pennsylvania
$407K +$1.37K +29 +0.3%
DI
199
Diligent Investors
California
$406K – – –
CAG
200
Csenge Advisory Group
Florida
$401K -$8.15K -171 -2%
6 7
8
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