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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

428 hedge funds and large institutions have $6.42B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+47
Holders Change %
+12.34%
% of All Funds
6.91%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.52%
New
77
Increased
158
Reduced
144
Closed
21
Calls
$1.64M
Puts
–
Net Calls
+$1.64M
Net Calls Change
+$1.39M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.2B
2
B
2
Bridgeworth
Alabama
$65.9M
3
AA
3
ACT Advisors
North Carolina
$22M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$21.7M
5
LPL Financial
5
LPL Financial
California
$389M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.83B
2
VA
2
Valmark Advisers
Ohio
$215M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$33M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$579K
5
KOC
5
Koss-Olinger Consulting
Florida
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
251
Tower Research Capital (TRC)
New York
$452K -$4.74M -111,424 -91%
WA
252
Waddell & Associates
Tennessee
$451K +$33.1K +778 +8%
VC
253
Vicus Capital
Pennsylvania
$450K +$2.89K +68 +0.6%
BIP
254
Blueprint Investment Partners
North Carolina
$443K +$106K +2,494 +31%
NA
255
Nottingham Advisors
New York
$438K +$41.2K +969 +10%
HVIA
256
Hudson Valley Investment Advisors
New York
$434K +$33.2K +781 +8%
HSA
257
HBK Sorce Advisory
Pennsylvania
$429K +$177K +4,156 +70%
WOSD
258
WFA of San Diego
California
$427K -$1.96K -46 -0.5%
BG
259
Benedetti & Gucer
Georgia
$422K +$88.7K +2,087 +27%
SFG
260
Sovereign Financial Group
Connecticut
$420K +$29.4K +691 +8%
WFAG
261
Worth Financial Advisory Group
North Carolina
$416K +$416K +9,799 New
RPCONE
262
Retirement Planning Company of New England
Rhode Island
$416K +$20.7K +488 +5%
AWM
263
Avior Wealth Management
Nebraska
$413K -$26K -612 -6%
AWM
264
Axxcess Wealth Management
California
$410K -$213K -5,020 -34%
JPMPWA
265
J.P. Morgan Private Wealth Advisors
California
$410K -$115K -2,697 -22%
AWA
266
Arkadios Wealth Advisors
Georgia
$406K – – –
VBFP
267
Valtinson Bruner Financial Planning
Minnesota
$400K -$10K -225 -2%
QWM
268
QP Wealth Management
New Jersey
$394K -$558K -13,120 -59%
SIC
269
Sterling Investment Counsel
New York
$394K +$109K +2,567 +38%
CA
270
Continuum Advisory
Idaho
$393K -$10.5K -248 -3%
USCWA
271
U.S. Capital Wealth Advisors
Texas
$389K +$389K +9,144 New
AFG
272
Arkansas Financial Group
Arkansas
$388K +$388K +9,137 New
AMM
273
American Money Management
California
$384K +$19.5K +458 +5%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$377K -$9.71K -229 -3%
DI
275
Diligent Investors
California
$377K -$6.63K -156 -2%
9 10
11
12 13