SPMD icon

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.

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
1
Creative Planning
Kansas
$1.65B
2
LPL Financial
2
LPL Financial
California
$339M
3
ARC
3
Advisor Resource Council
Texas
$11.3M
4
KOC
4
Koss-Olinger Consulting
Florida
$23.5M
5
DA
5
Detalus Advisors
Missouri
$7.31M

Top Sellers

1
BHB
1
Bank Hapoalim BM
Israel
$7.7M
2
HI
2
Horizon Investments
North Carolina
$96.9M
3
PI
3
PFS Investments
Georgia
$49.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$74.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.65B 34,874,536 +2,408,576 +7%
TA
2
Tiedemann Advisors
New York
$359M 7,594,115 -66,062 -0.9%
LPL Financial
3
LPL Financial
California
$339M 7,176,413 +1,263,869 +21%
VA
4
Valmark Advisers
Ohio
$315M 6,672,690 -128,926 -2%
HI
5
Horizon Investments
North Carolina
$96.9M 2,051,842 -1,104,457 -35%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$74.1M 1,568,815 -261,616 -14%
PI
7
PFS Investments
Georgia
$49.2M 1,037,905 -797,133 -43%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$39.5M 836,842 +58,761 +8%
WFPG
9
Waller Financial Planning Group
Ohio
$35.7M 755,447 +12,588 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$34M 719,217 -21,760 -3%
PAG
11
Private Advisor Group
New Jersey
$32.9M 696,020 +77,494 +13%
Wells Fargo
12
Wells Fargo
California
$32.2M 681,480 +12,075 +2%
Morgan Stanley
13
Morgan Stanley
New York
$31.9M 675,076 -190,573 -22%
RA
14
RFG Advisory
Alabama
$30.1M 638,369 +131,588 +26%
MWPCG
15
Measured Wealth Private Client Group
New Hampshire
$30.1M 637,302 -6,252 -1%
GLA
16
Good Life Advisors
Pennsylvania
$26.1M 553,675 +29,035 +6%
KOC
17
Koss-Olinger Consulting
Florida
$23.5M 498,327 +209,938 +73%
AssetMark Inc
18
AssetMark Inc
California
$22.4M 475,178 -11,010 -2%
FWM
19
Frontier Wealth Management
Missouri
$22.4M 473,946 -35,801 -7%
PWA
20
Peterson Wealth Advisors
Utah
$21.7M 459,767 +33,885 +8%
ACM
21
AlphaStar Capital Management
North Carolina
$21.1M 446,771 +50,917 +13%
Ameriprise
22
Ameriprise
Minnesota
$18.8M 397,308 +20,518 +5%
MHS
23
M Holdings Securities
Oregon
$16.6M 350,867 -3,568 -1%
FFS
24
Founders Financial Securities
Maryland
$13.9M 294,732 +7,217 +3%
UBS Group
25
UBS Group
Switzerland
$13.5M 285,008 +49,793 +21%
1
2 3 4 5