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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SIA
201
Strategic Investment Advisors
Michigan
$355K -$25K -548 -7%
22CM
202
20/20 Capital Management
California
$355K +$3.47K +76 +1%
VC
203
Vicus Capital
Pennsylvania
$352K +$352K +7,682 New
HIP
204
HUB Investment Partners
Texas
$348K -$74.1K -1,621 -18%
KPWS
205
Kestra Private Wealth Services
Texas
$329K +$85.5K +1,869 +35%
BFA
206
Beacon Financial Advisory
Ohio
$323K -$221K -4,825 -41%
AIC
207
Ameritas Investment Company
Nebraska
$317K +$317K +6,921 New
GRP
208
Global Retirement Partners
California
$316K +$37K +808 +13%
APA
209
American Portfolios Advisors
New York
$311K +$11.1K +242 +4%
EA
210
Eclectic Associates
California
$311K -$41.8K -914 -12%
AP
211
Advisor Partners
California
$310K -$17.2K -377 -5%
GKWIM
212
Gerber Kawasaki Wealth & Investment Management
California
$310K +$310K +6,793 New
AWM
213
Altavista Wealth Management
North Carolina
$307K – – –
AF
214
Aldebaran Financial
$304K -$2.88K -63 -0.9%
JPMPWA
215
J.P. Morgan Private Wealth Advisors
California
$300K -$79.5K -1,739 -21%
OFG
216
Omega Financial Group
California
$300K -$40.5K -887 -12%
CWM
217
Cornerstone Wealth Management
Missouri
$296K +$34.2K +749 +13%
PA
218
PFG Advisors
Arizona
$294K +$54.5K +1,193 +23%
SPA
219
Sentinel Pension Advisors
Massachusetts
$290K +$20.2K +441 +7%
CA
220
Continuum Advisory
Idaho
$287K -$95 -2 -0%
JWCA
221
J.W. Cole Advisors
Florida
$282K +$282K +6,153 New
SFP
222
Strategic Financial Planning
Texas
$280K +$38.7K +846 +16%
FLPIM
223
F.L. Putnam Investment Management
Massachusetts
$278K -$5.08K -111 -2%
LCM
224
LVM Capital Management
Michigan
$275K – – –
SAS
225
SMI Advisory Services
Indiana
$274K +$274K +5,995 New
7 8
9
10 11