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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

386 hedge funds and large institutions have $4.76B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 162 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+61
Holders Change %
+18.77%
% of All Funds
5.96%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.49%
New
91
Increased
162
Reduced
86
Closed
23
Calls
$102K
Puts
–
Net Calls
+$102K
Net Calls Change
+$102K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.09B
2
HI
2
Horizon Investments
North Carolina
$145M
3
PI
3
PFS Investments
Georgia
$56.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$81.5M
5
Wells Fargo
5
Wells Fargo
California
$56.7M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$333M
2
WANY
2
Wealthspire Advisors (New York)
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
ACM
4
AlphaStar Capital Management
North Carolina
$30.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
226
Gerber Kawasaki Wealth & Investment Management
California
$458K +$68.8K +1,385 +18%
KPWS
227
Kestra Private Wealth Services
Texas
$450K +$19K +383 +4%
DI
228
Diligent Investors
California
$446K +$18.5K +372 +4%
ISWM
229
Independent Solutions Wealth Management
New York
$441K -$13.6K -274 -3%
VC
230
Vicus Capital
Pennsylvania
$441K +$76.6K +1,614 +21%
HSA
231
HBK Sorce Advisory
Pennsylvania
$434K +$7.36K +148 +2%
SWAG
232
Spectrum Wealth Advisory Group
California
$434K +$146K +2,929 +51%
DWM
233
Denver Wealth Management
Colorado
$434K +$434K +8,728 New
CIA
234
Compass Ion Advisors
Pennsylvania
$432K +$945 +19 +0.2%
JPMPWA
235
J.P. Morgan Private Wealth Advisors
California
$430K +$8.9K +179 +2%
SAM
236
Strategic Asset Management
Minnesota
$422K +$86K +1,728 +26%
CCFM
237
Clear Creek Financial Management
Washington
$403K -$7.77K -156 -2%
CAG
238
Csenge Advisory Group
Florida
$401K -$27.9K -586 -7%
SEA
239
Stegent Equity Advisors
Texas
$400K +$400K +8,051 New
Millennium Management
240
Millennium Management
New York
$399K -$373K -7,506 -48%
WPC
241
White Pine Capital
Minnesota
$398K – – –
HVIA
242
Hudson Valley Investment Advisors
New York
$396K +$944 +19 +0.2%
BG
243
Benedetti & Gucer
Georgia
$395K – – –
OPA
244
Old Port Advisors
Maine
$394K -$9.85K -200 -2%
PCA
245
Personal Capital Advisors
California
$394K +$24.7K +505 +7%
APA
246
American Portfolios Advisors
New York
$393K +$22.8K +458 +6%
TA
247
TKG Advisors
Indiana
$389K +$389K +7,823 New
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$389K +$389K +7,823 New
CFAM
249
Center For Asset Management
Florida
$389K +$389K +7,825 New
5L
250
55I LLC
Massachusetts
$377K -$9.84K -198 -3%
8 9
10
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