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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

279 hedge funds and large institutions have $2.73B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+47
Holders Change %
+20.26%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
65
Increased
96
Reduced
86
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.17B
2
LPL Financial
2
LPL Financial
California
$168M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.6M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$9.37M
5
Morgan Stanley
5
Morgan Stanley
New York
$31M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$9.17M
2
VA
2
Valmark Advisers
Ohio
$290M
3
HI
3
Horizon Investments
North Carolina
$0
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$1.84M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
201
American Portfolios Advisors
New York
$265K +$51.8K +1,283 +24%
FLPIM
202
F.L. Putnam Investment Management
Massachusetts
$250K +$1.54K +38 +0.6%
GRP
203
Global Retirement Partners
California
$246K -$50.1K -1,241 -17%
CA
204
Continuum Advisory
Idaho
$245K -$62.5K -1,549 -20%
LCM
205
LVM Capital Management
Michigan
$242K +$242K +6,000 New
SPA
206
Sentinel Pension Advisors
Massachusetts
$238K +$238K +5,901 New
SWAG
207
Spectrum Wealth Advisory Group
California
$234K -$294K -7,285 -56%
CWM
208
Cornerstone Wealth Management
Missouri
$231K +$231K +5,729 New
JIC
209
Johnson Investment Counsel
Ohio
$226K +$226K +5,603 New
CCM
210
Condor Capital Management
New Jersey
$223K -$520K -12,898 -70%
US Bancorp
211
US Bancorp
Minnesota
$223K -$1.94K -48 -0.9%
SBH
212
Segall Bryant & Hamill
Illinois
$216K +$216K +5,350 New
KPWS
213
Kestra Private Wealth Services
Texas
$215K -$45.1K -1,117 -17%
SFP
214
Strategic Financial Planning
Texas
$213K +$213K +5,279 New
PA
215
PFG Advisors
Arizona
$212K +$212K +5,239 New
SFG
216
SageGuard Financial Group
Tennessee
$207K +$207K +5,142 New
AFP
217
Ausdal Financial Partners
Iowa
$206K -$147K -3,632 -42%
CAL
218
Capital Advisors Ltd
Ohio
$206K – – –
CAAS
219
Capital Asset Advisory Services
Michigan
$204K +$323 +8 +0.2%
MFA
220
McClarren Financial Advisors
Pennsylvania
$189K +$189K +4,678 New
BHWM
221
Bay Harbor Wealth Management
Maryland
$169K -$99.8K -2,473 -37%
TA
222
Tectonic Advisors
Texas
$148K +$148K +3,673 New
CFD
223
Creative Financial Designs
Indiana
$136K +$4.81K +119 +4%
FRA
224
Front Row Advisors
California
$135K – – –
FF
225
FourThought Financial
Florida
$129K +$129K +3,198 New
7 8
9
10 11