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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 %
FGAM
376
Financial Gravity Asset Management
Texas
$2.37K +$16 +356 +0.7%
WAS
377
Winch Advisory Services
Wisconsin
$2K – – –
GG
378
Gleason Group
Kentucky
$2K – – –
ACK
379
Andrew C. Karlinski
$2K +$2K +38 New
CFGS
380
Concourse Financial Group Securities
Alabama
$2K +$2K +49 New
CP
381
Castleview Partners
Texas
$1.48K +$1.48K +73,664 New
BC
382
Barnett & Company
Tennessee
$1K – – –
EWM
383
Endurance Wealth Management
Rhode Island
$1K – – –
GI
384
Gradient Investments
Minnesota
$1K – – –
MIM
385
Macroview Investment Management
Maryland
$1K – – –
PA
386
Parallel Advisors
California
$1K – – –
HFS
387
Hantz Financial Services
Michigan
$1K +$1K +23 New
WIM
388
Westside Investment Management
California
$41 – – –
WANY
389
Wealthspire Advisors (New York)
New York
– -$11M -239,087 Closed
FHC
390
First Heartland Consultants
Missouri
– -$3.44M -74,571 Closed
SS
391
Simplicity Solutions
Minnesota
– -$1.61M -34,880 Closed
ACM
392
Advisors Capital Management
New Jersey
– -$910K -19,717 Closed
GRP
393
Global Retirement Partners
California
– -$754K -16,340 Closed
FTUS
394
Flow Traders U.S.
New York
– -$676K -14,655 Closed
Legacy Financial Group (Iowa)
395
Legacy Financial Group (Iowa)
Iowa
– -$538K -11,663 Closed
MA
396
MONECO Advisors
Connecticut
– -$405K -8,782 Closed
TA
397
Tectonic Advisors
Texas
– -$383K -8,298 Closed
BMD
398
Better Money Decisions
New Mexico
– -$382K -8,272 Closed
Bank of Montreal
399
Bank of Montreal
Ontario, Canada
– -$247K -6,388 Closed
SBH
400
Segall Bryant & Hamill
Illinois
– -$247K -5,350 Closed
13 14 15
16
17