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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

393 hedge funds and large institutions have $4.51B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+7
Holders Change %
+1.81%
% of All Funds
6.22%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.46%
New
48
Increased
171
Reduced
123
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.11B
2
UBS Group
2
UBS Group
Switzerland
$52.5M
3
CWM
3
Cornerstone Wealth Management
Missouri
$32.7M
4
LPL Financial
4
LPL Financial
California
$319M
5
IA
5
IFP Advisors
Florida
$19.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$13.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.6M
5
FFS
5
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Avior Wealth Management
Nebraska
$487K -$12.8K -271 -3%
LFAS
227
Level Four Advisory Services
Texas
$484K -$236K -5,009 -33%
DHFB
228
Dixon Hubard Feinour & Brown
Virginia
$482K -$4.43K -94 -0.9%
JPMPWA
229
J.P. Morgan Private Wealth Advisors
California
$479K +$71.6K +1,520 +18%
WA
230
Waddell & Associates
Tennessee
$469K +$229K +4,861 +96%
CA
231
Continuum Advisory
Idaho
$448K +$170K +3,883 +61%
VBFP
232
Valtinson Bruner Financial Planning
Minnesota
$440K -$13.4K -292 -3%
SFG
233
Sovereign Financial Group
Connecticut
$433K +$218K +4,618 +101%
VC
234
Vicus Capital
Pennsylvania
$432K -$6.42K -136 -1%
DI
235
Diligent Investors
California
$429K +$5.89K +125 +1%
AC
236
Apella Capital
Connecticut
$427K -$19.3K -410 -4%
OCM
237
Orion Capital Management
California
$426K +$288K +6,104 +208%
ISWM
238
Independent Solutions Wealth Management
New York
$420K +$1.84K +39 +0.4%
CB
239
Commerce Bank
Missouri
$420K +$192K +4,063 +84%
CIA
240
Compass Ion Advisors
Pennsylvania
$411K +$1.23K +26 +0.3%
KPWS
241
Kestra Private Wealth Services
Texas
$401K -$25.9K -549 -6%
HVIA
242
Hudson Valley Investment Advisors
New York
$401K +$25.5K +541 +7%
TA
243
TKG Advisors
Indiana
$401K +$32K +678 +9%
BRWA
244
B. Riley Wealth Advisors
Florida
$397K -$158K -3,349 -28%
SIA
245
Strategic Investment Advisors
Michigan
$381K +$74.4K +1,577 +24%
SEA
246
Stegent Equity Advisors
Texas
$380K – – –
OPA
247
Old Port Advisors
Maine
$379K – – –
WPC
248
White Pine Capital
Minnesota
$377K – – –
APA
249
American Portfolios Advisors
New York
$376K +$3.58K +76 +1%
CFAM
250
Center For Asset Management
Florida
$376K +$6.93K +147 +2%
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