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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 %
ODFS
376
O'Donnell Financial Services
California
– -$10.5M -223,287 Closed
FZCM
377
Flynn Zito Capital Management
New York
– -$6.97M -147,749 Closed
RPSA
378
Richard P. Slaughter Associates
Texas
– -$5.92M -125,425 Closed
CWA
379
Centennial Wealth Advisory
Michigan
– -$4.11M -87,223 Closed
BOC
380
Bull Oak Capital
California
– -$3.65M -77,411 Closed
AI
381
Atria Investments
North Carolina
– -$1.87M -39,580 Closed
BDF
382
Black Diamond Financial
Maryland
– -$1.59M -33,710 Closed
WEG
383
World Equity Group
Illinois
– -$1.44M -30,513 Closed
OWA
384
Outlook Wealth Advisors
Texas
– -$1.44M -30,500 Closed
Bank of New York Mellon
385
Bank of New York Mellon
New York
– -$1.33M -28,285 Closed
FCM
386
Fourpath Capital Management
Oklahoma
– -$588K -12,471 Closed
Qube Research & Technologies (QRT)
387
Qube Research & Technologies (QRT)
United Kingdom
– -$489K -10,375 Closed
CFAM
388
Center For Asset Management
Florida
– -$376K -7,972 Closed
BIP
389
Blueprint Investment Partners
North Carolina
– -$312K -6,608 Closed
OC
390
Oarsman Capital
Wisconsin
– -$304K -6,440 Closed
AWS
391
Atria Wealth Solutions
New York
– -$272K -5,777 Closed
AWM
392
Aries Wealth Management
Maine
– -$271K -5,756 Closed
CCFM
393
Clear Creek Financial Management
Washington
– -$269K -5,712 Closed
LMKC
394
L.M. Kohn & Company
Ohio
– -$264K -5,595 Closed
DC
395
Davenport & Co
Virginia
– -$262K -5,549 Closed
PFA
396
Pinnacle Family Advisors
Missouri
– -$253K -5,371 Closed
PAG
397
Paladin Advisory Group
Iowa
– -$254K -5,365 Closed
BRC
398
Bell Rock Capital
Delaware
– -$243K -5,323 Closed
MFA
399
McClarren Financial Advisors
Pennsylvania
– -$240K -5,102 Closed
MWM
400
Mattern Wealth Management
Kansas
– -$231K -4,906 Closed
13 14 15
16
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