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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

375 hedge funds and large institutions have $3.83B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 153 increasing their positions, 139 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-18
Holders Change %
-4.58%
% of All Funds
6.34%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.44%
New
38
Increased
153
Reduced
139
Closed
50
Calls
$159K
Puts
–
Net Calls
+$159K
Net Calls Change
+$159K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$1.82B
2
LPL Financial
LPL Financial
California
$308M
3
VA
Valmark Advisers
Ohio
$284M
4
TA
Tiedemann Advisors
New York
$274M
5
APWA
Atlas Private Wealth Advisors
New Jersey
$12.7M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$627K
2
UBS Group
UBS Group
Switzerland
$12.6M
3
Wells Fargo
Wells Fargo
California
$31.3M
4
AIM
Astor Investment Management
Illinois
$0
5
FWM
Frontier Wealth Management
Missouri
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WOSD
226
WFA of San Diego
California
$403K -$7.93K -200 -2%
DHFB
227
Dixon Hubard Feinour & Brown
Virginia
$401K -$4.96K -125 -1%
HVIA
228
Hudson Valley Investment Advisors
New York
$400K +$61.9K +1,557 +18%
CA
229
Continuum Advisory
Idaho
$399K -$6.59K -166 -2%
VC
230
Vicus Capital
Pennsylvania
$394K +$30.4K +764 +8%
AWA
231
Arkadios Wealth Advisors
Georgia
$376K -$68.6K -1,728 -15%
VBFP
232
Valtinson Bruner Financial Planning
Minnesota
$373K -$6.71K -169 -2%
SFG
233
Sovereign Financial Group
Connecticut
$365K – – –
OCM
234
Orion Capital Management
California
$359K – – –
CPIG
235
Chicago Partners Investment Group
Illinois
$359K +$104K +2,353 +41%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$359K +$98.4K +2,481 +38%
DI
237
Diligent Investors
California
$357K -$4.01K -101 -1%
ISWM
238
Independent Solutions Wealth Management
New York
$351K -$2.22K -56 -0.6%
CIA
239
Compass Ion Advisors
Pennsylvania
$347K +$1.59K +40 +0.5%
RPCONE
240
Retirement Planning Company of New England
Rhode Island
$345K +$54.1K +1,365 +19%
BG
241
Benedetti & Gucer
Georgia
$342K -$5.02K -115 -1%
IWMA
242
Ironwood Wealth Management (Arizona)
Arizona
$341K +$122K +3,071 +56%
TA
243
TKG Advisors
Indiana
$338K +$793 +20 +0.2%
BRWA
244
B. Riley Wealth Advisors
Florida
$336K +$2.22K +56 +0.7%
AMM
245
American Money Management
California
$327K +$65.6K +1,652 +25%
LFAS
246
Level Four Advisory Services
Texas
$321K -$85.8K -2,165 -21%
SEA
247
Stegent Equity Advisors
Texas
$320K – – –
SIA
248
Strategic Investment Advisors
Michigan
$318K -$2.9K -73 -0.9%
WPC
249
White Pine Capital
Minnesota
$318K – – –
KAS
250
Kestra Advisory Services
Texas
$317K -$892K -22,452 -74%
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