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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 %
ES
251
ETF Store
Kansas
$376K +$376K +7,960 New
AWM
252
Axxcess Wealth Management
California
$357K +$357K +7,187 New
Truist Financial
253
Truist Financial
North Carolina
$353K – – –
BAM
254
Belpointe Asset Management
Nevada
$344K -$178K -3,588 -34%
EIA
255
Eldridge Investment Advisors
New Hampshire
$336K +$398 +8 +0.1%
AWM
256
Altavista Wealth Management
North Carolina
$334K – – –
SPA
257
Sentinel Pension Advisors
Massachusetts
$333K +$5.27K +106 +2%
PA
258
PFG Advisors
Arizona
$331K +$994 +20 +0.3%
RPCONE
259
Retirement Planning Company of New England
Rhode Island
$324K +$324K +6,528 New
SIA
260
Strategic Investment Advisors
Michigan
$323K -$30.3K -610 -9%
EA
261
Eclectic Associates
California
$323K -$249 -5 -0.1%
CA
262
Continuum Advisory
Idaho
$315K -$14K -281 -4%
CCM
263
Crew Capital Management
Ohio
$315K +$42.9K +861 +16%
AMM
264
American Money Management
California
$313K +$22.1K +443 +8%
BFA
265
Beacon Financial Advisory
Ohio
$311K -$16K -321 -5%
CA
266
CoreCap Advisors
Michigan
$310K +$310K +6,227 New
IWMA
267
Ironwood Wealth Management (Arizona)
Arizona
$306K -$149 -3 -0%
AP
268
Advisor Partners
California
$295K -$4.69K -94 -2%
OFG
269
Omega Financial Group
California
$293K -$16.9K -340 -5%
LFA
270
Laraway Financial Advisors
Minnesota
$285K +$285K +5,740 New
BRC
271
Bell Rock Capital
Delaware
$279K +$279K +5,559 New
DC
272
Davenport & Co
Virginia
$278K +$278K +5,582 New
JIC
273
Johnson Investment Counsel
Ohio
$277K +$50 +1 +0%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$277K +$277K +5,578 New
SAS
275
SMI Advisory Services
Indiana
$276K -$1.54K -31 -0.6%
9 10
11
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