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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 %
BlackRock
326
BlackRock
New York
$48K +$22.8K +596 +90%
WT
327
Whittier Trust
California
$39K +$17.3K +450 +80%
TFA
328
Transamerica Financial Advisors
Florida
$34K -$316 -8 -0.9%
FWP
329
FAS Wealth Partners
Kansas
$30K – – –
CWA
330
Carolina Wealth Advisors
South Carolina
$30K – – –
WAS
331
Winch Advisory Services
Wisconsin
$24K +$118 +3 +0.5%
ACK
332
Andrew C. Karlinski
$23K +$21K +536 +1,031%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$21K -$3.99K -101 -16%
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$21K – – –
MHR
335
Matthew Hamilton Rosenberg
$20K – – –
BHWM
336
Bay Harbor Wealth Management
Maryland
$19K -$27.8K -704 -59%
BWM
337
BerganKDV Wealth Management
Minnesota
$19K – – –
PNC Financial Services Group
338
PNC Financial Services Group
Pennsylvania
$18K – – –
BCWM
339
Bartlett & Co Wealth Management
Ohio
$16.3K – – –
AF
340
Advisornet Financial
Minnesota
$16K -$2.3K -61 -13%
BC
341
Bartlett & Co
Ohio
$16K – – –
SIS
342
Sound Income Strategies
Florida
$16K +$16K +418 New
TFS
343
TrustCore Financial Services
Tennessee
$15K +$15K +401 New
SWA
344
Sutton Wealth Advisors
Florida
$14.3K – – –
TF
345
TimeScale Financial
Massachusetts
$14K +$14K +354 New
SC
346
SouthState Corp
Florida
$13K – – –
AA
347
Addison Advisors
Vermont
$12K – – –
TAM
348
Tucker Asset Management
Colorado
$11.8K +$11.8K +277 New
EC
349
EdgeRock Capital
Colorado
$11K +$11K +275 New
NC
350
NewSquare Capital
Pennsylvania
$10K -$102K -2,635 -91%
12 13
14
15 16