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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 %
BWM
351
BerganKDV Wealth Management
Minnesota
$24K – – –
PNC Financial Services Group
352
PNC Financial Services Group
Pennsylvania
$23K – – –
GWSG
353
GPS Wealth Strategies Group
Colorado
$22K +$1.15K +23 +6%
SWA
354
Sutton Wealth Advisors
Florida
$18.5K – – –
CA
355
Cornerstone Advisory
Maryland
$18K +$18K +360 New
HS
356
Horan Securities
United States
$15K +$15K +303 New
C
357
Covestor
United Kingdom
$13K +$13K +261 New
FHA
358
First Horizon Advisors
Tennessee
$13K +$13K +278 New
LF
359
Lee Financial
Texas
$12K – – –
ACA
360
Aptus Capital Advisors
Alabama
$11K – – –
GTAM
361
Global Trust Asset Management
Florida
$9K – – –
S
362
SignatureFD
Georgia
$9K +$48 +1 +0.5%
ACA
363
Atlas Capital Advisors
Wyoming
$7.86K – – –
IHWM
364
Iron Horse Wealth Management
Iowa
$7K -$772 -15 -10%
Deutsche Bank
365
Deutsche Bank
Germany
$7K – – –
BA
366
Bellwether Advisors
Nebraska
$7K – – –
MHR
367
Matthew Hamilton Rosenberg
$7K +$7K +150 New
CCM
368
Covington Capital Management
California
$6K – – –
LC
369
Lindbrook Capital
California
$6K +$6K +128 New
FFWM
370
Future Financial Wealth Management
Ohio
$5K +$5K +100 New
AAP
371
Arax Advisory Partners
Colorado
$4K – – –
MAM
372
Meeder Asset Management
Ohio
$3K – – –
MPCG
373
Matrix Private Capital Group
New York
$3K +$3K +62 New
ZIG
374
Zullo Investment Group
Pennsylvania
$3K +$3K +65 New
GEA
375
Glen Eagle Advisors
New Jersey
$2.89K +$2.89K +58 New
13 14
15
16 17