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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 %
EWM
376
Endurance Wealth Management
Rhode Island
$1K – – –
GI
377
Gradient Investments
Minnesota
$1K – – –
PA
378
Parallel Advisors
California
$1K – – –
FCA
379
FinTrust Capital Advisors
South Carolina
$1K +$1K +16 New
WIM
380
Westside Investment Management
California
$31 – – –
ARC
381
Advisor Resource Council
Texas
– -$11.4M -286,476 Closed
HF
382
HRT Financial
New York
– -$1.79M -45,129 Closed
SAM
383
Smithbridge Asset Management
Pennsylvania
– -$891K -22,450 Closed
MFG
384
Merit Financial Group
Georgia
– -$787K -19,818 Closed
CCP
385
Corient Capital Partners
California
– -$717K -18,076 Closed
Millennium Management
386
Millennium Management
New York
– -$466K -11,734 Closed
BRWA
387
B. Riley Wealth Advisors
Florida
– -$336K -8,465 Closed
SIA
388
Strategic Investment Advisors
Michigan
– -$318K -8,005 Closed
KCIA
389
Kingsbury Capital Investment Advisors
Illinois
– -$234K -5,899 Closed
OFG
390
Omega Financial Group
California
– -$224K -5,647 Closed
BFA
391
Beacon Financial Advisory
Ohio
– -$222K -5,596 Closed
FCC
392
Flower City Capital
New York
– -$209K -5,265 Closed
KPWS
393
Kestra Private Wealth Services
Texas
– -$204K -5,130 Closed
PFGIA
394
Patriot Financial Group Insurance Agency
Massachusetts
– -$78K -1,953 Closed
BMD
395
Better Money Decisions
New Mexico
– -$74K -1,866 Closed
VVP
396
Venture Visionary Partners
Ohio
– -$66K -1,664 Closed
RIM
397
Rockbridge Investment Management
New York
– -$42.9K -1,080 Closed
TCWM
398
Total Clarity Wealth Management
Illinois
– -$17K -424 Closed
SWM
399
SeaCrest Wealth Management
New York
– -$15K -388 Closed
FMII
400
Farmers & Merchants Investments Inc
Nebraska
– -$12K -292 Closed
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16
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