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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
Creative Planning
Kansas
$2.09B
2
HI
Horizon Investments
North Carolina
$145M
3
PI
PFS Investments
Georgia
$56.8M
4
Osaic Holdings
Osaic Holdings
Arizona
$81.5M
5
Wells Fargo
Wells Fargo
California
$56.7M

Top Sellers

1
TA
Tiedemann Advisors
New York
$333M
2
WANY
Wealthspire Advisors (New York)
New York
$0
3
Ameriprise
Ameriprise
Minnesota
$13.9M
4
ACM
AlphaStar Capital Management
North Carolina
$30.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
301
MGO One Seven
Ohio
$220K +$220K +4,414 New
IAA
302
Independent Advisor Alliance
North Carolina
$217K -$3.24K -65 -1%
TA
303
TFG Advisers
Michigan
$216K +$298 +6 +0.1%
FAM
304
Formidable Asset Management
Ohio
$216K +$216K +4,338 New
CPIG
305
Chicago Partners Investment Group
Illinois
$213K +$14.5K +314 +7%
CAM
306
Cresset Asset Management
Illinois
$213K +$213K +4,285 New
FFA
307
Fragasso Financial Advisors
Pennsylvania
$209K +$209K +4,193 New
MPCL
308
My Personal CFO LLC
Washington
$204K +$204K +4,101 New
Brown Advisory
309
Brown Advisory
Maryland
$201K +$201K +4,041 New
HI
310
Harbour Investments
Wisconsin
$194K -$23.1K -466 -11%
BNP Paribas Financial Markets
311
BNP Paribas Financial Markets
France
$191K +$191K +3,837 New
Fidelity Investments
312
Fidelity Investments
Massachusetts
$183K +$50.7K +1,018 +38%
FRA
313
Front Row Advisors
California
$176K – – –
SFM
314
Signet Financial Management
New Jersey
$171K +$171K +3,429 New
LAS
315
Lloyd Advisory Services
Georgia
$166K +$166K +3,345 New
FF
316
FourThought Financial
Florida
$159K – – –
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$155K -$12.7K -255 -8%
HFS
318
Horizon Financial Services
North Carolina
$154K +$33.1K +666 +27%
OCM
319
Orion Capital Management
California
$146K – – –
HIIFS
320
Harel Insurance Investments & Financial Services
Israel
$145K -$732K -14,793 -83%
WMR
321
Wealth Management Resources
Rhode Island
$141K +$141K +14,602 New
Koshinski Asset Management
322
Koshinski Asset Management
Illinois
$141K +$7.86K +158 +6%
KFS
323
Kelly Financial Services
Massachusetts
$135K +$73.1K +1,470 +118%
RPCA
324
Running Point Capital Advisors
California
$121K -$1.72M -34,637 -93%
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$28.4K +568 +31%
11 12
13
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