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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.

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
1
Creative Planning
Kansas
$1.82B
2
LPL Financial
2
LPL Financial
California
$308M
3
VA
3
Valmark Advisers
Ohio
$284M
4
TA
4
Tiedemann Advisors
New York
$274M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$12.7M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$627K
2
UBS Group
2
UBS Group
Switzerland
$12.6M
3
Wells Fargo
3
Wells Fargo
California
$31.3M
4
AIM
4
Astor Investment Management
Illinois
$0
5
FWM
5
Frontier Wealth Management
Missouri
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
401
Cetera Investment Advisers
Illinois
– -$230K -4,880 Closed
MSAM
402
Moloney Securities Asset Management
Missouri
– -$229K -4,861 Closed
AAS
403
Avantax Advisory Services
Texas
– -$229K -4,855 Closed
HIP
404
HUB Investment Partners
Texas
– -$229K -4,848 Closed
KCPG
405
Kavar Capital Partners Group
Kansas
– -$228K -4,832 Closed
BFM
406
Boston Financial Management
Massachusetts
– -$220K -4,668 Closed
FAM
407
Formidable Asset Management
Ohio
– -$219K -4,638 Closed
TA
408
TFG Advisers
Michigan
– -$217K -4,606 Closed
QTM
409
qPULA Trading Management
New York
– -$217K -4,600 Closed
5L
410
55I LLC
Massachusetts
– -$216K -4,580 Closed
MOS
411
MGO One Seven
Ohio
– -$208K -4,414 Closed
FFA
412
Fragasso Financial Advisors
Pennsylvania
– -$204K -4,320 Closed
CAM
413
Cresset Asset Management
Illinois
– -$202K -4,285 Closed
LAS
414
Lloyd Advisory Services
Georgia
– -$180K -3,812 Closed
Koshinski Asset Management
415
Koshinski Asset Management
Illinois
– -$118K -2,504 Closed
AIA
416
Armor Investment Advisors
North Carolina
– -$73K -1,540 Closed
FF
417
FourThought Financial
Florida
– -$49K -1,036 Closed
FAG
418
Fortitude Advisory Group
Washington
– -$45K -954 Closed
MCC
419
Money Concepts Capital
Florida
– -$36K -771 Closed
ACA
420
Aptus Capital Advisors
Alabama
– -$11K -225 Closed
FFWM
421
Future Financial Wealth Management
Ohio
– -$5K -100 Closed
WA
422
Win Advisors
Florida
– -$5K -96 Closed
MAM
423
Meeder Asset Management
Ohio
– -$3K -67 Closed
PFS
424
Prospera Financial Services
Texas
– -$3K -65 Closed
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