SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PPA
276
Parametric Portfolio Associates
Washington
$272K +$272K +5,763 New
AWS
277
Atria Wealth Solutions
New York
$272K +$272K +5,777 New
OFG
278
Omega Financial Group
California
$271K -$6.07K -129 -2%
AWM
279
Aries Wealth Management
Maine
$271K +$271K +5,756 New
PCA
280
Personal Capital Advisors
California
$270K -$109K -2,318 -29%
CCFM
281
Clear Creek Financial Management
Washington
$269K -$112K -2,384 -29%
LMKC
282
L.M. Kohn & Company
Ohio
$264K +$264K +5,595 New
JIC
283
Johnson Investment Counsel
Ohio
$263K +$47 +1 +0%
LFA
284
Laraway Financial Advisors
Minnesota
$262K -$8.48K -180 -3%
DC
285
Davenport & Co
Virginia
$262K -$1.56K -33 -0.6%
IAA
286
Independent Advisor Alliance
North Carolina
$262K +$56.6K +1,199 +28%
IWMA
287
Ironwood Wealth Management (Arizona)
Arizona
$260K -$30.1K -638 -10%
FLPIM
288
F.L. Putnam Investment Management
Massachusetts
$259K -$519 -11 -0.2%
PAG
289
Paladin Advisory Group
Iowa
$254K +$254K +5,365 New
PFA
290
Pinnacle Family Advisors
Missouri
$253K +$8.06K +171 +3%
SBH
291
Segall Bryant & Hamill
Illinois
$252K +$252K +5,350 New
SAS
292
SMI Advisory Services
Indiana
$251K -$10.5K -223 -4%
TFP
293
Tilia Fiduciary Partners
North Carolina
$247K +$47 +1 +0%
CAAS
294
Capital Asset Advisory Services
Michigan
$246K -$283 -6 -0.1%
CPIG
295
Chicago Partners Investment Group
Illinois
$244K +$49.9K +1,187 +26%
BRC
296
Bell Rock Capital
Delaware
$243K -$10.8K -236 -4%
CAL
297
Capital Advisors Ltd
Ohio
$241K
MFA
298
McClarren Financial Advisors
Pennsylvania
$240K +$517 +11 +0.2%
HSA
299
HBK Sorce Advisory
Pennsylvania
$237K -$174K -3,701 -42%
FCC
300
Flower City Capital
New York
$237K -$7.82K -166 -3%