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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 %
ES
276
ETF Store
Kansas
$253K +$11.7K +303 +5%
SBH
277
Segall Bryant & Hamill
Illinois
$252K +$45.9K +1,190 +22%
EA
278
Eclectic Associates
California
$249K -$2.4K -62 -1%
HFS
279
Horizon Financial Services
North Carolina
$248K +$6.56K +170 +3%
LWMNY
280
Landmark Wealth Management (New York)
New York
$236K -$32.1K -834 -12%
CF
281
Centaurus Financial
California
$235K -$20.4K -529 -8%
HIIFS
282
Harel Insurance Investments & Financial Services
Israel
$233K – – –
IWN
283
Independent Wealth Network
Iowa
$232K +$14.5K +376 +7%
HSA
284
HBK Sorce Advisory
Pennsylvania
$229K -$14.4K -373 -6%
BAM
285
Belpointe Asset Management
Nevada
$229K -$8K -208 -3%
PTC
286
Private Trust Company
Ohio
$228K +$58.3K +1,512 +34%
API
287
Advisor Partners II
California
$228K +$228K +5,918 New
SWAG
288
Spectrum Wealth Advisory Group
California
$225K +$463 +12 +0.2%
TFP
289
Tilia Fiduciary Partners
North Carolina
$224K +$4.2K +106 +2%
EIA
290
Eldridge Investment Advisors
New Hampshire
$221K -$8.09K -210 -4%
SFP
291
Strategic Financial Planning
Texas
$221K +$221K +5,735 New
HI
292
Harbour Investments
Wisconsin
$217K – – –
JIC
293
Johnson Investment Counsel
Ohio
$215K +$77 +2 +0%
IAA
294
Independent Advisor Alliance
North Carolina
$214K +$39 +1 +0%
CCFCSB
295
Cape Cod Five Cents Savings Bank
Massachusetts
$212K -$247K -6,405 -54%
ICG
296
InterOcean Capital Group
Tennessee
$212K -$3.73K -97 -2%
LFA
297
Laraway Financial Advisors
Minnesota
$210K +$47.2K +1,220 +29%
US Bancorp
298
US Bancorp
Minnesota
$206K +$125K +3,236 +153%
AAS
299
Avantax Advisory Services
Texas
$206K +$206K +5,351 New
DWM
300
Denver Wealth Management
Colorado
$204K +$1.89K +49 +0.9%
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12
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