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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 %
FLPIM
276
F.L. Putnam Investment Management
Massachusetts
$274K -$1.79K -36 -0.7%
WCFA
277
Walkner Condon Financial Advisors
Wisconsin
$273K +$273K +5,481 New
JWCA
278
J.W. Cole Advisors
Florida
$269K +$269K +5,409 New
HIP
279
HUB Investment Partners
Texas
$260K -$60.7K -1,220 -19%
CAAS
280
Capital Asset Advisory Services
Michigan
$260K -$4.08K -82 -2%
TFP
281
Tilia Fiduciary Partners
North Carolina
$260K +$260K +5,235 New
FCC
282
Flower City Capital
New York
$259K +$259K +5,200 New
PFA
283
Pinnacle Family Advisors
Missouri
$259K +$259K +5,200 New
SFP
284
Strategic Financial Planning
Texas
$255K +$24.8K +500 +11%
CAL
285
Capital Advisors Ltd
Ohio
$254K – – –
MFA
286
McClarren Financial Advisors
Pennsylvania
$254K +$698 +14 +0.3%
WA
287
Waddell & Associates
Tennessee
$253K +$1.24K +25 +0.5%
MWM
288
Mattern Wealth Management
Kansas
$244K – – –
NFG
289
Next Financial Group
Texas
$243K +$243K +4,894 New
MSAM
290
Moloney Securities Asset Management
Missouri
$242K +$150 +3 +0.1%
AAS
291
Avantax Advisory Services
Texas
$242K +$249 +5 +0.1%
CB
292
Commerce Bank
Missouri
$241K – – –
KCPG
293
Kavar Capital Partners Group
Kansas
$240K – – –
BFM
294
Boston Financial Management
Massachusetts
$232K +$232K +4,668 New
NA
295
Nottingham Advisors
New York
$231K +$2.59K +52 +1%
SWM
296
Spire Wealth Management
Virginia
$230K -$43.4K -873 -16%
SFG
297
Sovereign Financial Group
Connecticut
$227K -$1.49K -30 -0.7%
CFD
298
Creative Financial Designs
Indiana
$226K +$19.8K +399 +10%
FHA
299
Flagship Harbor Advisors
Massachusetts
$224K +$224K +4,505 New
CA
300
Cetera Advisors
Colorado
$221K -$26.7K -537 -11%
10 11
12
13 14