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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
Creative Planning
Kansas
$1.65B
2
LPL Financial
LPL Financial
California
$339M
3
KOC
Koss-Olinger Consulting
Florida
$23.5M
4
DA
Detalus Advisors
Missouri
$7.31M
5
RA
RFG Advisory
Alabama
$30.1M

Top Sellers

1
BHB
Bank Hapoalim BM
Israel
$7.7M
2
HI
Horizon Investments
North Carolina
$96.9M
3
PI
PFS Investments
Georgia
$49.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$74.1M
5
Morgan Stanley
Morgan Stanley
New York
$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$400K +$90K +1,905 +29%
BIP
202
Blueprint Investment Partners
North Carolina
$398K +$398K +8,420 New
PC
203
Pecaut & Co
Iowa
$398K +$398K +8,429 New
CCFM
204
Clear Creek Financial Management
Washington
$397K +$397K +8,419 New
BMD
205
Better Money Decisions
New Mexico
$388K +$2.26K +48 +0.6%
WPC
206
White Pine Capital
Minnesota
$379K – – –
5L
207
55I LLC
Massachusetts
$376K -$2.46K -52 -0.6%
BG
208
Benedetti & Gucer
Georgia
$376K – – –
FNBOO
209
First National Bank of Omaha
Nebraska
$361K – – –
SWA
210
Stratos Wealth Advisors
Ohio
$358K +$358K +7,583 New
KFS
211
Kelly Financial Services
Massachusetts
$353K +$353K +16,643 New
BW
212
Bison Wealth
Georgia
$351K +$351K +7,436 New
HIP
213
HUB Investment Partners
Texas
$338K -$20.9K -444 -6%
SIA
214
Strategic Investment Advisors
Michigan
$336K -$31K -657 -8%
NA
215
Nottingham Advisors
New York
$334K -$229K -4,857 -41%
VC
216
Vicus Capital
Pennsylvania
$334K -$28.2K -599 -8%
Truist Financial
217
Truist Financial
North Carolina
$328K -$43.5K -922 -12%
APA
218
American Portfolios Advisors
New York
$328K +$6.47K +137 +2%
BFA
219
Beacon Financial Advisory
Ohio
$323K -$10K -213 -3%
LWM
220
Laidlaw Wealth Management
New York
$320K +$320K +6,782 New
AF
221
Aldebaran Financial
$318K +$1.19K +25 +0.4%
AWM
222
Altavista Wealth Management
North Carolina
$317K – – –
CA
223
Continuum Advisory
Idaho
$317K +$30.6K +647 +11%
EIA
224
Eldridge Investment Advisors
New Hampshire
$317K +$317K +6,724 New
PA
225
PFG Advisors
Arizona
$313K +$9.81K +208 +3%
7 8
9
10 11