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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.49B 32,465,960 +3,608,826 +13%
TA
2
Tiedemann Advisors
New York
$351M 7,660,177 +120,375 +2%
VA
3
Valmark Advisers
Ohio
$311M 6,801,616 -376,963 -5%
LPL Financial
4
LPL Financial
California
$271M 5,912,544 +1,750,760 +42%
HI
5
Horizon Investments
North Carolina
$144M 3,156,299 +3,156,299 New
PI
6
PFS Investments
Georgia
$84M 1,835,038 +1,835,038 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$83.8M 1,830,431 +974,555 +114%
Morgan Stanley
8
Morgan Stanley
New York
$39.6M 865,649 +99,224 +13%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$35.6M 778,081 -23,625 -3%
WFPG
10
Waller Financial Planning Group
Ohio
$34M 742,859 -5,894 -0.8%
Osaic Holdings
11
Osaic Holdings
Arizona
$33.9M 740,977 +513,099 +225%
Wells Fargo
12
Wells Fargo
California
$30.6M 669,405 -170,951 -20%
MWPCG
13
Measured Wealth Private Client Group
New Hampshire
$29.4M 643,554 -7,967 -1%
PAG
14
Private Advisor Group
New Jersey
$28.3M 618,526 -63,091 -9%
GLA
15
Good Life Advisors
Pennsylvania
$24M 524,640 -3,790 -0.7%
FWM
16
Frontier Wealth Management
Missouri
$23.3M 509,747 +4,625 +0.9%
RA
17
RFG Advisory
Alabama
$23.2M 506,781 +204,084 +67%
AssetMark Inc
18
AssetMark Inc
California
$22.2M 486,188 -38,296 -7%
PWA
19
Peterson Wealth Advisors
Utah
$19.5M 425,882 -2,188 -0.5%
ACM
20
AlphaStar Capital Management
North Carolina
$18.1M 395,854 +51,451 +15%
Ameriprise
21
Ameriprise
Minnesota
$17.2M 376,790 +63,587 +20%
MHS
22
M Holdings Securities
Oregon
$16.2M 354,435 -3,352 -0.9%
BHB
23
Bank Hapoalim BM
Israel
$14.3M 313,000 +313,000 New
KOC
24
Koss-Olinger Consulting
Florida
$13.2M 288,389 +288,389 New
FFS
25
Founders Financial Securities
Maryland
$13.2M 287,515 -22,741 -7%
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