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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

381 hedge funds and large institutions have $3.91B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 170 increasing their positions, 123 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+6
Holders Change %
+1.6%
% of All Funds
6.59%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.42%
New
35
Increased
170
Reduced
123
Closed
24
Calls
$248K
Puts
–
Net Calls
+$248K
Net Calls Change
+$89K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$95.8M
2
LPL Financial
LPL Financial
California
+$35.9M
3
KOC
Koss-Olinger Consulting
Florida
+$14.6M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.8M
5
RWM
Reston Wealth Management
Virginia
+$6.77M

Top Sellers

1
ARC
Advisor Resource Council
Texas
-$11.4M
2
DA
Detalus Advisors
Missouri
-$6.1M
3
RA
RFG Advisory
Alabama
-$5.38M
4
CI
CX Institutional
Indiana
-$4.51M
5
ACM
AlphaStar Capital Management
North Carolina
-$4.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Commerce Bank
Missouri
$456K -$52.4K -1,359 -10%
FWP
227
Falcon Wealth Planning
California
$447K -$9.45K -245 -2%
ACM
228
Altrius Capital Management
North Carolina
$434K -$39K -1,013 -8%
CSPIA
229
Cary Street Partners Investment Advisory
Virginia
$433K -$23.8K -617 -5%
Chevy Chase Trust
230
Chevy Chase Trust
Maryland
$415K – – –
SW
231
Simplicity Wealth
New Jersey
$414K +$9.75K +253 +2%
VC
232
Vicus Capital
Pennsylvania
$406K +$23K +595 +6%
SS
233
Simplicity Solutions
Minnesota
$403K -$1.41M -36,708 -78%
AWM
234
Avior Wealth Management
Nebraska
$398K -$10.1K -261 -2%
WOSD
235
WFA of San Diego
California
$389K -$2.74K -71 -0.7%
WA
236
Waddell & Associates
Tennessee
$379K -$411K -10,649 -52%
EFL
237
ERn Financial LLC
Wisconsin
$377K -$26.2K -679 -6%
TSS
238
Two Sigma Securities
New York
$375K +$375K +9,715 New
AWA
239
Arkadios Wealth Advisors
Georgia
$368K +$2.89K +75 +0.8%
CA
240
Continuum Advisory
Idaho
$366K -$21.9K -568 -6%
HVIA
241
Hudson Valley Investment Advisors
New York
$364K -$24.3K -630 -6%
NA
242
Nottingham Advisors
New York
$360K +$118K +3,069 +49%
RPCONE
243
Retirement Planning Company of New England
Rhode Island
$358K +$22.9K +594 +7%
VBFP
244
Valtinson Bruner Financial Planning
Minnesota
$355K -$6.9K -179 -2%
SFG
245
Sovereign Financial Group
Connecticut
$354K +$39 +1 +0%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$351K +$2.73K +71 +0.8%
DI
247
Diligent Investors
California
$348K +$810 +21 +0.2%
OCM
248
Orion Capital Management
California
$342K -$6.83K -177 -2%
IWMA
249
Ironwood Wealth Management (Arizona)
Arizona
$341K – – –
CIA
250
Compass Ion Advisors
Pennsylvania
$339K +$1.66K +43 +0.5%
8 9
10
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