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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 %
GWAG
251
Garrett Wealth Advisory Group
Texas
$314K -$220K -5,550 -41%
AC
252
Apella Capital
Connecticut
$314K -$45.1K -1,136 -13%
CA
253
CoreCap Advisors
Michigan
$314K -$1.67K -42 -0.5%
CCM
254
Crew Capital Management
Ohio
$305K +$48.4K +1,220 +19%
APA
255
American Portfolios Advisors
New York
$302K -$14.2K -359 -5%
PP
256
Pegasus Partners
Wisconsin
$286K +$286K +7,200 New
PCA
257
Personal Capital Advisors
California
$283K +$55.6K +1,400 +24%
LWMNY
258
Landmark Wealth Management (New York)
New York
$276K -$226K -5,698 -45%
OPA
259
Old Port Advisors
Maine
$273K -$47.5K -1,185 -15%
BW
260
Bison Wealth
Georgia
$273K -$7.69K -194 -3%
SPA
261
Sentinel Pension Advisors
Massachusetts
$271K +$2.14K +54 +0.8%
IFPG
262
Intrepid Financial Planning Group
Indiana
$271K +$271K +6,829 New
CF
263
Centaurus Financial
California
$263K -$2.39M -60,283 -90%
SAM
264
Strategic Asset Management
Minnesota
$263K +$277 +7 +0.1%
RCA
265
Ranch Capital Advisors
Florida
$262K +$262K +6,602 New
EA
266
Eclectic Associates
California
$258K -$317 -8 -0.1%
ASN
267
Advisory Services Network
Georgia
$256K -$274K -6,890 -52%
Fidelity Investments
268
Fidelity Investments
Massachusetts
$254K +$69.7K +1,760 +38%
ES
269
ETF Store
Kansas
$252K -$81.5K -2,024 -24%
CGA
270
Crescent Grove Advisors
Illinois
$252K +$252K +6,341 New
HSA
271
HBK Sorce Advisory
Pennsylvania
$251K +$50.9K +1,281 +25%
NA
272
Nottingham Advisors
New York
$248K +$5.86K +148 +2%
HFS
273
Horizon Financial Services
North Carolina
$248K +$248K +6,258 New
PA
274
PFG Advisors
Arizona
$247K -$9.58K -241 -4%
TRCT
275
Tower Research Capital (TRC)
New York
$246K -$513K -12,907 -68%
9 10
11
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