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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 %
GTAM
351
Global Trust Asset Management
Florida
$8K – – –
First Manhattan
352
First Manhattan
New York
$7K -$1.31K -35 -16%
ACA
353
Atlas Capital Advisors
Wyoming
$6.27K – – –
CCM
354
Covington Capital Management
California
$5K – – –
LC
355
Lindbrook Capital
California
$5K – – –
BA
356
Bellwether Advisors
Nebraska
$5K – – –
Deutsche Bank
357
Deutsche Bank
Germany
$5K – – –
IHWM
358
Iron Horse Wealth Management
Iowa
$4K -$817 -19 -17%
AAP
359
Arax Advisory Partners
Colorado
$4K – – –
MPCG
360
Matrix Private Capital Group
New York
$4K +$1.42K +34 +55%
FGAM
361
Financial Gravity Asset Management
Texas
$3.52K +$1.74K +43,839 +97%
SWM
362
Spire Wealth Management
Virginia
$3K -$183K -4,017 -98%
C
363
Covestor
United Kingdom
$3K -$9.51K -206 -76%
ZIG
364
Zullo Investment Group
Pennsylvania
$3K +$81 +2 +3%
BEI
365
Benjamin Edwards Inc
Missouri
$3K +$3K +63 New
FFA
366
Founders Financial Alliance
North Carolina
$3K +$3K +68 New
CFGS
367
Concourse Financial Group Securities
Alabama
$2K – – –
BCMLT
368
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K – – –
ACK
369
Andrew C. Karlinski
$2K +$538 +14 +37%
EWM
370
Endurance Wealth Management
Rhode Island
$1K – – –
PA
371
Parallel Advisors
California
$1K – – –
GI
372
Gradient Investments
Minnesota
$1K – – –
LWP
373
Lumature Wealth Partners
Georgia
$1K +$1K +33 New
WIM
374
Westside Investment Management
California
$32 – – –
AIM
375
Astor Investment Management
Illinois
– -$17.1M -363,286 Closed
13 14
15
16 17