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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.

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
ODFS
2
O'Donnell Financial Services
California
$17.2M
3
ACM
3
AlphaStar Capital Management
North Carolina
$36.9M
4
WANY
4
Wealthspire Advisors (New York)
New York
$11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.52M

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.77B 38,275,290 +3,400,754 +10%
TA
2
Tiedemann Advisors
New York
$322M 6,982,753 -611,362 -8%
VA
3
Valmark Advisers
Ohio
$311M 6,729,050 +56,360 +0.8%
LPL Financial
4
LPL Financial
California
$286M 6,194,522 -981,891 -14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$42.6M 922,864 -645,951 -41%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$41.9M 908,731 +71,889 +9%
ACM
7
AlphaStar Capital Management
North Carolina
$36.9M 766,566 +319,795 +72%
WFPG
8
Waller Financial Planning Group
Ohio
$35.7M 774,169 +18,722 +2%
PAG
9
Private Advisor Group
New Jersey
$33.9M 733,972 +37,952 +5%
Morgan Stanley
10
Morgan Stanley
New York
$33.4M 724,604 +49,528 +7%
RA
11
RFG Advisory
Alabama
$32.4M 702,170 +63,801 +10%
Wells Fargo
12
Wells Fargo
California
$29.3M 635,240 -46,240 -7%
GLA
13
Good Life Advisors
Pennsylvania
$26.8M 581,306 +27,631 +5%
FWM
14
Frontier Wealth Management
Missouri
$26.5M 573,050 +99,104 +21%
Osaic Holdings
15
Osaic Holdings
Arizona
$24.1M 520,549 -198,668 -28%
KOC
16
Koss-Olinger Consulting
Florida
$22.9M 495,212 -3,115 -0.6%
AssetMark Inc
17
AssetMark Inc
California
$22.4M 484,673 +9,495 +2%
MWPCG
18
Measured Wealth Private Client Group
New Hampshire
$21.6M 468,261 -169,041 -27%
PWA
19
Peterson Wealth Advisors
Utah
$21.5M 466,055 +6,288 +1%
Ameriprise
20
Ameriprise
Minnesota
$19.5M 423,805 +26,497 +7%
ODFS
21
O'Donnell Financial Services
California
$17.2M 372,775 +372,775 New
UBS Group
22
UBS Group
Switzerland
$14.4M 311,766 +26,758 +9%
FFS
23
Founders Financial Securities
Maryland
$13.6M 294,650 -82 -0%
HI
24
Horizon Investments
North Carolina
$13.6M 294,370 -1,757,472 -86%
Bank of America
25
Bank of America
North Carolina
$13.1M 284,496 +13,113 +5%
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