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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
1
Creative Planning
Kansas
$2.09B
2
HI
2
Horizon Investments
North Carolina
$145M
3
PI
3
PFS Investments
Georgia
$56.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$81.5M
5
Wells Fargo
5
Wells Fargo
California
$56.7M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$333M
2
WANY
2
Wealthspire Advisors (New York)
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
ACM
4
AlphaStar Capital Management
North Carolina
$30.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
Accel Wealth Management
Iowa
$119K – – –
William Blair & Company
327
William Blair & Company
Illinois
$105K -$447 -9 -0.4%
US Bancorp
328
US Bancorp
Minnesota
$102K -$12.9K -259 -11%
DWMG
329
DB Wealth Management Group
California
$96K -$1.14K -23 -1%
BHWM
330
Bay Harbor Wealth Management
Maryland
$84K +$48.5K +1,050 +136%
MAM
331
Mystic Asset Management
Rhode Island
$84K +$84K +1,700 New
TCWM
332
Total Clarity Wealth Management
Illinois
$79K +$150 +3 +0.2%
SPIA
333
Steward Partners Investment Advisory
New York
$75K – – –
OSNBOA
334
Old Second National Bank of Aurora
Illinois
$62K +$7.53K +183 +14%
JWA
335
JFS Wealth Advisors
Pennsylvania
$61K – – –
RIM
336
Rockbridge Investment Management
New York
$54K -$8.28K -166 -13%
Bessemer Group
337
Bessemer Group
New Jersey
$53K -$34.5K -695 -39%
PFA
338
Professional Financial Advisors
Nebraska
$47K -$3.02K -61 -6%
FAG
339
Fortitude Advisory Group
Washington
$47K +$47K +954 New
AF
340
Advisornet Financial
Minnesota
$46K -$37.2K -744 -45%
Qube Research & Technologies (QRT)
341
Qube Research & Technologies (QRT)
United Kingdom
$46K +$46K +924 New
HNB
342
Huntington National Bank
Ohio
$43K – – –
SSB
343
Sandy Spring Bank
Maryland
$41K +$41K +825 New
FWP
344
FAS Wealth Partners
Kansas
$38K – – –
EFS
345
Econ Financial Services
Pennsylvania
$38K +$38K +760 New
ACM
346
Absolute Capital Management
Pennsylvania
$36.7K +$36.7K +737 New
MP
347
McDonald Partners
Ohio
$36.7K +$36.7K +737 New
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$31K -$5.63K -115 -15%
BlackRock
349
BlackRock
New York
$30K -$10.6K -215 -26%
CWA
350
Carolina Wealth Advisors
South Carolina
$28K – – –
12 13
14
15 16