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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 %
KPWS
201
Kestra Private Wealth Services
Texas
$400K -$50K -1,084 -11%
CIA
202
Compass Ion Advisors
Pennsylvania
$400K +$1.89K +41 +0.5%
HSA
203
HBK Sorce Advisory
Pennsylvania
$396K +$156K +3,392 +65%
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$391K – – –
TA
205
Tectonic Advisors
Texas
$383K +$383K +8,298 New
OPA
206
Old Port Advisors
Maine
$382K -$28K -600 -7%
BMD
207
Better Money Decisions
New Mexico
$382K +$2.03K +44 +0.5%
CCFM
208
Clear Creek Financial Management
Washington
$381K -$7.71K -167 -2%
WPC
209
White Pine Capital
Minnesota
$369K – – –
BG
210
Benedetti & Gucer
Georgia
$367K – – –
HVIA
211
Hudson Valley Investment Advisors
New York
$367K +$130K +2,813 +55%
CWM
212
Cornerstone Wealth Management
Missouri
$364K +$62.6K +1,355 +21%
GKWIM
213
Gerber Kawasaki Wealth & Investment Management
California
$361K -$115K -2,488 -24%
5L
214
55I LLC
Massachusetts
$359K -$8.12K -176 -2%
VC
215
Vicus Capital
Pennsylvania
$354K +$27.3K +592 +8%
PCA
216
Personal Capital Advisors
California
$348K -$251K -5,439 -42%
APA
217
American Portfolios Advisors
New York
$343K +$23.3K +504 +7%
SIA
218
Strategic Investment Advisors
Michigan
$328K +$46 +1 +0%
Truist Financial
219
Truist Financial
North Carolina
$328K +$6.75K +146 +2%
SAM
220
Strategic Asset Management
Minnesota
$319K +$319K +6,748 New
EIA
221
Eldridge Investment Advisors
New Hampshire
$311K +$968 +21 +0.3%
AWM
222
Altavista Wealth Management
North Carolina
$310K – – –
AF
223
Aldebaran Financial
$308K +$231 +5 +0.1%
CA
224
Continuum Advisory
Idaho
$306K -$4.25K -92 -1%
PA
225
PFG Advisors
Arizona
$306K -$46 -1 -0%
7 8
9
10 11