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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 %
AA
351
Ancora Advisors
Ohio
$10K – – –
HS
352
Horan Securities
United States
$9K -$939 -24 -9%
HWMA
353
Heritage Wealth Management (Arizona)
Arizona
$9K – – –
LF
354
Lee Financial
Texas
$9K +$38 +1 +0.4%
GTAM
355
Global Trust Asset Management
Florida
$7K – – –
S
356
SignatureFD
Georgia
$7K +$37 +1 +0.5%
ACA
357
Atlas Capital Advisors
Wyoming
$6.09K – – –
EWM
358
Executive Wealth Management
Michigan
$5.49K +$5.49K +5,485 New
First Manhattan
359
First Manhattan
New York
$5K -$1.36K -40 -21%
Deutsche Bank
360
Deutsche Bank
Germany
$5K – – –
CCM
361
Covington Capital Management
California
$5K – – –
LC
362
Lindbrook Capital
California
$5K – – –
BA
363
Bellwether Advisors
Nebraska
$5K – – –
ZIG
364
Zullo Investment Group
Pennsylvania
$4K +$917 +22 +30%
CFFP
365
Center for Financial Planning
Michigan
$4K +$4K +92 New
Citigroup
366
Citigroup
New York
$3K -$16.1K -402 -84%
SWM
367
Spire Wealth Management
Virginia
$3K – – –
AAP
368
Arax Advisory Partners
Colorado
$3K – – –
C
369
Covestor
United Kingdom
$2K -$500 -13 -20%
CFGS
370
Concourse Financial Group Securities
Alabama
$2K – – –
BEI
371
Benjamin Edwards Inc
Missouri
$2K +$31 +1 +2%
EIP
372
Ellis Investment Partners
Pennsylvania
$2K +$2K +58 New
FGAM
373
Financial Gravity Asset Management
Texas
$1.69K -$1.74K -45,059 -51%
BSSFA
374
Baron Silver Stevens Financial Advisors
Florida
$1.32K +$1.32K +2,193 New
IHWM
375
Iron Horse Wealth Management
Iowa
$1K -$3.04K -70 -75%
13 14
15
16 17