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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

393 hedge funds and large institutions have $4.51B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+7
Holders Change %
+1.81%
% of All Funds
6.22%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.46%
New
48
Increased
171
Reduced
123
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$2.11B
2
UBS Group
UBS Group
Switzerland
$52.5M
3
CWM
Cornerstone Wealth Management
Missouri
$32.7M
4
LPL Financial
LPL Financial
California
$319M
5
IA
IFP Advisors
Florida
$19.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
PI
PFS Investments
Georgia
$0
3
RPGK
Retirement Planning Group (Kansas)
Kansas
$13.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.6M
5
FFS
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
401
Tranquilli Financial Advisor
New Jersey
– -$2.94M -59,080 Closed
SG Americas Securities
402
SG Americas Securities
New York
– -$1.3M -26,200 Closed
Janney Montgomery Scott
403
Janney Montgomery Scott
Pennsylvania
– -$989K -19,888 Closed
Citadel Advisors
404
Citadel Advisors
Florida
– -$944K -18,981 Closed
Jane Street
405
Jane Street
New York
– -$912K -18,331 Closed
Millennium Management
406
Millennium Management
New York
– -$399K -8,027 Closed
JWCA
407
J.W. Cole Advisors
Florida
– -$269K -5,409 Closed
SFP
408
Strategic Financial Planning
Texas
– -$255K -5,136 Closed
CA
409
Cetera Advisors
Colorado
– -$221K -4,448 Closed
MPCL
410
My Personal CFO LLC
Washington
– -$204K -4,101 Closed
Brown Advisory
411
Brown Advisory
Maryland
– -$201K -4,041 Closed
BNP Paribas Financial Markets
412
BNP Paribas Financial Markets
France
– -$191K -3,837 Closed
SFM
413
Signet Financial Management
New Jersey
– -$171K -3,429 Closed
HFS
414
Horizon Financial Services
North Carolina
– -$154K -3,101 Closed
RPCA
415
Running Point Capital Advisors
California
– -$121K -2,437 Closed
AWM
416
Accel Wealth Management
Iowa
– -$119K -2,390 Closed
MAM
417
Mystic Asset Management
Rhode Island
– -$84K -1,700 Closed
TCWM
418
Total Clarity Wealth Management
Illinois
– -$79K -1,582 Closed
EFS
419
Econ Financial Services
Pennsylvania
– -$38K -760 Closed
ACM
420
Absolute Capital Management
Pennsylvania
– -$36.7K -737 Closed
MP
421
McDonald Partners
Ohio
– -$36.7K -737 Closed
CA
422
Cornerstone Advisory
Maryland
– -$18K -360 Closed
FHA
423
First Horizon Advisors
Tennessee
– -$13K -278 Closed
GEA
424
Glen Eagle Advisors
New Jersey
– -$2.89K -58 Closed
GG
425
Gleason Group
Kentucky
– -$2K -49 Closed
14 15 16
17
18