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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 %
BG
251
Benedetti & Gucer
Georgia
$375K – – –
CA
252
CoreCap Advisors
Michigan
$375K +$81.4K +1,726 +28%
ES
253
ETF Store
Kansas
$366K +$14.2K +322 +4%
RPCONE
254
Retirement Planning Company of New England
Rhode Island
$346K +$38.6K +819 +13%
AWM
255
Axxcess Wealth Management
California
$339K -$47 -1 -0%
BAM
256
Belpointe Asset Management
Nevada
$338K +$11.7K +248 +4%
BW
257
Bison Wealth
Georgia
$334K -$101K -2,142 -23%
KCIA
258
Kingsbury Capital Investment Advisors
Illinois
$329K +$329K +6,980 New
SPA
259
Sentinel Pension Advisors
Massachusetts
$319K +$3.63K +77 +1%
B
260
Bensler
Washington
$317K +$317K +6,718 New
EIA
261
Eldridge Investment Advisors
New Hampshire
$316K -$2.36K -50 -0.7%
SAM
262
Strategic Asset Management
Minnesota
$313K -$87.2K -1,847 -22%
BIP
263
Blueprint Investment Partners
North Carolina
$312K -$247K -5,221 -44%
AMM
264
American Money Management
California
$310K +$14K +298 +5%
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$309K +$46.7K +992 +18%
EA
266
Eclectic Associates
California
$307K +$942 +20 +0.3%
PA
267
PFG Advisors
Arizona
$305K -$9.49K -201 -3%
CCM
268
Crew Capital Management
Ohio
$305K +$7.16K +152 +2%
LWMNY
269
Landmark Wealth Management (New York)
New York
$304K +$304K +12,658 New
OC
270
Oarsman Capital
Wisconsin
$304K -$1.53M -32,485 -83%
MFG
271
Merit Financial Group
Georgia
$302K +$302K +6,397 New
BFA
272
Beacon Financial Advisory
Ohio
$295K +$189 +4 +0.1%
NA
273
Nottingham Advisors
New York
$288K +$69.2K +1,468 +32%
AP
274
Advisor Partners
California
$279K – – –
SWAG
275
Spectrum Wealth Advisory Group
California
$274K -$138K -2,916 -33%
9 10
11
12 13