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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
1
Creative Planning
Kansas
$1.87B
2
LPL Financial
2
LPL Financial
California
$336M
3
KOC
3
Koss-Olinger Consulting
Florida
$34.8M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$12.9M
5
RWM
5
Reston Wealth Management
Virginia
$8.44M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$0
2
DA
2
Detalus Advisors
Missouri
$1.2M
3
RA
3
RFG Advisory
Alabama
$36.9M
4
CI
4
CX Institutional
Indiana
$573K
5
ACM
5
AlphaStar Capital Management
North Carolina
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
301
Boston Financial Management
Massachusetts
$200K +$200K +5,199 New
CAL
302
Capital Advisors Ltd
Ohio
$197K – – –
Fidelity Investments
303
Fidelity Investments
Massachusetts
$184K -$62.8K -1,631 -25%
CFD
304
Creative Financial Designs
Indiana
$168K -$7.32K -190 -4%
KFS
305
Kelly Financial Services
Massachusetts
$165K +$17.5K +455 +12%
MFA
306
McClarren Financial Advisors
Pennsylvania
$159K +$159K +4,129 New
Qube Research & Technologies (QRT)
307
Qube Research & Technologies (QRT)
United Kingdom
$137K +$137K +3,542 New
FRA
308
Front Row Advisors
California
$134K – – –
William Blair & Company
309
William Blair & Company
Illinois
$119K +$40.5K +1,050 +51%
GFPC
310
Global Financial Private Client
Florida
$114K +$30.1K +759 +36%
CAAS
311
Capital Asset Advisory Services
Michigan
$109K -$28.7K -747 -21%
SSB
312
Sandy Spring Bank
Maryland
$99K +$18.4K +480 +23%
WTC
313
WhitTier Trust Company
Nevada
$98K – – –
OSNBOA
314
Old Second National Bank of Aurora
Illinois
$87K +$1.67K +43 +2%
CCA
315
Column Capital Advisors
Indiana
$86K – – –
OFG
316
Oxford Financial Group
Indiana
$83K +$83K +2,143 New
PFA
317
Professional Financial Advisors
Nebraska
$80K +$3.63K +94 +5%
DWMG
318
DB Wealth Management Group
California
$78K – – –
JWA
319
JFS Wealth Advisors
Pennsylvania
$65K +$39 +1 +0.1%
FFA
320
Founders Financial Alliance
North Carolina
$62K +$59.4K +1,533 +2,254%
SPIA
321
Steward Partners Investment Advisory
New York
$58K +$890 +23 +2%
CP
322
Castleview Partners
Texas
$56K -$14.4K -372 -20%
SPWM
323
Spartan Planning & Wealth Management
North Carolina
$54K -$422 -11 -0.8%
RIA
324
Realta Investment Advisors
Delaware
$54K +$54K +1,406 New
ACM
325
Absolute Capital Management
Pennsylvania
$51.1K +$51.1K +1,321 New
11 12
13
14 15