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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
+$48.2M
2
LPL Financial
LPL Financial
California
+$40.3M
3
VA
Valmark Advisers
Ohio
+$16.3M
4
TA
Tiedemann Advisors
New York
+$16.2M
5
APWA
Atlas Private Wealth Advisors
New Jersey
+$12.7M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$41M
2
UBS Group
UBS Group
Switzerland
-$31.6M
3
Wells Fargo
Wells Fargo
California
-$21.9M
4
AIM
Astor Investment Management
Illinois
-$17.1M
5
FWM
Frontier Wealth Management
Missouri
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
276
Belpointe Asset Management
Nevada
$245K -$39.9K -1,004 -14%
EIA
277
Eldridge Investment Advisors
New Hampshire
$236K -$30K -755 -11%
HIIFS
278
Harel Insurance Investments & Financial Services
Israel
$236K +$179K +4,470 +313%
AP
279
Advisor Partners
California
$235K – – –
KCIA
280
Kingsbury Capital Investment Advisors
Illinois
$234K -$42.9K -1,081 -15%
SIC
281
Sterling Investment Counsel
New York
$232K +$56.1K +1,414 +32%
SWAG
282
Spectrum Wealth Advisory Group
California
$231K +$476 +12 +0.2%
BC
283
Brio Consultants
California
$225K +$225K +5,618 New
OFG
284
Omega Financial Group
California
$224K -$4.32K -109 -2%
IWN
285
Independent Wealth Network
Iowa
$224K +$224K +5,635 New
BFA
286
Beacon Financial Advisory
Ohio
$222K -$26K -655 -10%
TFP
287
Tilia Fiduciary Partners
North Carolina
$222K +$12.4K +310 +6%
ICG
288
InterOcean Capital Group
Tennessee
$222K +$222K +5,604 New
IAA
289
Independent Advisor Alliance
North Carolina
$221K +$40 +1 +0%
JIC
290
Johnson Investment Counsel
Ohio
$221K +$79 +2 +0%
HI
291
Harbour Investments
Wisconsin
$217K +$217K +5,471 New
SBH
292
Segall Bryant & Hamill
Illinois
$212K – – –
FCC
293
Flower City Capital
New York
$209K +$9.17K +231 +5%
DWM
294
Denver Wealth Management
Colorado
$208K +$208K +5,237 New
SAS
295
SMI Advisory Services
Indiana
$206K -$5.76K -145 -3%
KPWS
296
Kestra Private Wealth Services
Texas
$204K -$134K -3,377 -40%
CAL
297
Capital Advisors Ltd
Ohio
$202K – – –
CFD
298
Creative Financial Designs
Indiana
$181K -$7.28K -183 -4%
PTC
299
Private Trust Company
Ohio
$175K +$175K +4,401 New
LFA
300
Laraway Financial Advisors
Minnesota
$167K -$53.6K -1,350 -24%
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