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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.17B 28,857,134 +3,799,219 +15%
TA
2
Tiedemann Advisors
New York
$305M 7,539,802 -30,387 -0.4%
VA
3
Valmark Advisers
Ohio
$290M 7,178,579 -737,844 -9%
LPL Financial
4
LPL Financial
California
$168M 4,161,784 +1,301,630 +46%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.6M 855,876 +355,686 +71%
Wells Fargo
6
Wells Fargo
California
$34M 840,356 +1,149 +0.1%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$32.4M 801,706 -57,012 -7%
Morgan Stanley
8
Morgan Stanley
New York
$31M 766,425 +163,733 +27%
WFPG
9
Waller Financial Planning Group
Ohio
$30.3M 748,753 +97,454 +15%
PAG
10
Private Advisor Group
New Jersey
$27.5M 681,617 +50,808 +8%
MWPCG
11
Measured Wealth Private Client Group
New Hampshire
$26.3M 651,521 +3,988 +0.6%
GLA
12
Good Life Advisors
Pennsylvania
$21.3M 528,430 -9,798 -2%
AssetMark Inc
13
AssetMark Inc
California
$21.2M 524,484 -86,914 -14%
FWM
14
Frontier Wealth Management
Missouri
$20.4M 505,122 -13,933 -3%
PWA
15
Peterson Wealth Advisors
Utah
$17.3M 428,070 +10,087 +2%
ACM
16
AlphaStar Capital Management
North Carolina
$14.6M 344,403 +104,936 +44%
MHS
17
M Holdings Securities
Oregon
$14.5M 357,787 -11,998 -3%
RA
18
RFG Advisory
Alabama
$12.8M 302,697 -2,001 -0.7%
FFS
19
Founders Financial Securities
Maryland
$12.5M 310,256 +17,609 +6%
Ameriprise
20
Ameriprise
Minnesota
$12.5M 313,203 +38,244 +14%
OIA
21
OneDigital Investment Advisors
Kansas
$10.3M 255,177 -7,310 -3%
FSG
22
Financial Strategies Group
Michigan
$10M 247,484 +15,392 +7%
AWA
23
ARQ Wealth Advisors
Arizona
$9.58M 237,039 +22,179 +10%
WCM
24
Windsor Capital Management
Arizona
$9.55M 236,468 +2,400 +1%
LWA
25
Lenox Wealth Advisors
New York
$9.47M 234,328 -18,498 -7%
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