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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
$1.82B
2
LPL Financial
LPL Financial
California
$308M
3
VA
Valmark Advisers
Ohio
$284M
4
TA
Tiedemann Advisors
New York
$274M
5
APWA
Atlas Private Wealth Advisors
New Jersey
$12.7M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$627K
2
UBS Group
UBS Group
Switzerland
$12.6M
3
Wells Fargo
Wells Fargo
California
$31.3M
4
AIM
Astor Investment Management
Illinois
$0
5
FWM
Frontier Wealth Management
Missouri
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
326
Carolina Wealth Advisors
South Carolina
$31K +$8.05K +200 +35%
BlackRock
327
BlackRock
New York
$26K +$4.8K +122 +23%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$25K – – –
WAS
329
Winch Advisory Services
Wisconsin
$24K +$22.1K +560 +1,191%
WT
330
Whittier Trust
California
$22K +$22K +565 New
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$21K – – –
MHR
332
Matthew Hamilton Rosenberg
$21K +$6.12K +150 +41%
Citigroup
333
Citigroup
New York
$19K -$63.4K -1,592 -77%
AF
334
Advisornet Financial
Minnesota
$19K -$22.4K -572 -54%
BWM
335
BerganKDV Wealth Management
Minnesota
$19K – – –
PNC Financial Services Group
336
PNC Financial Services Group
Pennsylvania
$19K – – –
TCWM
337
Total Clarity Wealth Management
Illinois
$17K +$17K +424 New
BC
338
Bartlett & Co
Ohio
$17K +$17K +424 New
BCWM
339
Bartlett & Co Wealth Management
Ohio
$16.8K +$16.8K +424 New
SWM
340
SeaCrest Wealth Management
New York
$15K +$15K +388 New
SWA
341
Sutton Wealth Advisors
Florida
$14.8K – – –
SC
342
SouthState Corp
Florida
$13K – – –
AA
343
Addison Advisors
Vermont
$12K – – –
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
HS
345
Horan Securities
United States
$10K -$1.18K -30 -11%
AA
346
Ancora Advisors
Ohio
$10K – – –
HWMA
347
Heritage Wealth Management (Arizona)
Arizona
$9.05K -$9.41K -237 -51%
LF
348
Lee Financial
Texas
$9K +$39 +1 +0.4%
CWP
349
Concord Wealth Partners
Virginia
$9K +$9K +219 New
S
350
SignatureFD
Georgia
$8K -$20.7K -490 -72%
12 13
14
15 16