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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FIM
176
Fernwood Investment Management
Massachusetts
$614K – – –
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$609K +$1.29K +28 +0.2%
RJA
178
Raymond James & Associates
Florida
$577K -$72.5K -1,569 -11%
GL
179
Graypoint LLC
New York
$573K – – –
BIP
180
Blueprint Investment Partners
North Carolina
$566K +$177K +3,842 +46%
FWP
181
Falcon Wealth Planning
California
$564K -$2.49K -54 -0.4%
KPW
182
Kore Private Wealth
New York
$561K – – –
KAS
183
Kestra Advisory Services
Texas
$551K -$1.56M -33,702 -74%
Legacy Financial Group (Iowa)
184
Legacy Financial Group (Iowa)
Iowa
$538K -$68.3K -1,481 -11%
LWM
185
Laidlaw Wealth Management
New York
$538K +$225K +4,866 +72%
AWM
186
Avior Wealth Management
Nebraska
$516K -$6.18K -134 -1%
WOSD
187
WFA of San Diego
California
$502K -$4.62K -100 -0.9%
Mariner
188
Mariner
Kansas
$498K -$52.2K -1,131 -9%
ACP
189
Aveo Capital Partners
Colorado
$487K +$13.3K +288 +3%
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$485K -$2.87K -59 -0.6%
BAM
191
Belpointe Asset Management
Nevada
$485K +$202K +4,386 +72%
ODCM
192
Old Dominion Capital Management
Virginia
$477K – – –
EFL
193
ERn Financial LLC
Wisconsin
$469K -$7.66K -166 -2%
ASN
194
Advisory Services Network
Georgia
$427K +$28.7K +622 +7%
BW
195
Bison Wealth
Georgia
$424K +$80.9K +1,752 +24%
ISWM
196
Independent Solutions Wealth Management
New York
$422K -$8.96K -194 -2%
CAG
197
Csenge Advisory Group
Florida
$422K +$27.5K +586 +7%
SWA
198
Stratos Wealth Advisors
Ohio
$422K +$71.9K +1,558 +21%
DI
199
Diligent Investors
California
$406K – – –
MA
200
MONECO Advisors
Connecticut
$405K +$405K +8,782 New
6 7
8
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