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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
$1.87B
2
LPL Financial
LPL Financial
California
$336M
3
KOC
Koss-Olinger Consulting
Florida
$34.8M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$12.9M
5
RWM
Reston Wealth Management
Virginia
$8.44M

Top Sellers

1
ARC
Advisor Resource Council
Texas
$0
2
DA
Detalus Advisors
Missouri
$1.2M
3
RA
RFG Advisory
Alabama
$36.9M
4
CI
CX Institutional
Indiana
$573K
5
ACM
AlphaStar Capital Management
North Carolina
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMM
251
American Money Management
California
$331K +$13.6K +353 +4%
SEA
252
Stegent Equity Advisors
Texas
$310K – – –
WPC
253
White Pine Capital
Minnesota
$308K – – –
BIP
254
Blueprint Investment Partners
North Carolina
$306K +$306K +7,940 New
LFAS
255
Level Four Advisory Services
Texas
$305K -$6.89K -179 -2%
AC
256
Apella Capital
Connecticut
$305K +$116 +3 +0%
CCM
257
Crew Capital Management
Ohio
$305K +$8.55K +222 +3%
BG
258
Benedetti & Gucer
Georgia
$302K – – –
RCA
259
Ranch Capital Advisors
Florida
$298K +$43.3K +1,122 +17%
ASN
260
Advisory Services Network
Georgia
$298K +$49.8K +1,292 +20%
EW
261
Evoke Wealth
California
$297K +$297K +7,707 New
GWAG
262
Garrett Wealth Advisory Group
Texas
$295K -$10.3K -268 -3%
SAM
263
Strategic Asset Management
Minnesota
$288K +$32.1K +831 +13%
OPA
264
Old Port Advisors
Maine
$279K – – –
MPW
265
MGO Private Wealth
California
$279K +$279K +7,244 New
PP
266
Pegasus Partners
Wisconsin
$278K – – –
APA
267
American Portfolios Advisors
New York
$278K -$16K -415 -5%
KAS
268
Kestra Advisory Services
Texas
$270K -$37.9K -983 -12%
SPA
269
Sentinel Pension Advisors
Massachusetts
$264K +$1.23K +32 +0.5%
IFPG
270
Intrepid Financial Planning Group
Indiana
$259K -$3.89K -101 -1%
SIC
271
Sterling Investment Counsel
New York
$258K +$32.5K +844 +14%
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$257K -$3.39M -87,964 -93%
PA
273
PFG Advisors
Arizona
$257K +$17.5K +455 +7%
BW
274
Bison Wealth
Georgia
$256K -$8.97K -233 -3%
PCA
275
Personal Capital Advisors
California
$255K -$20K -518 -7%
9 10
11
12 13