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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.

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 %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$16.7M +$4.43M +89,072 +36%
AWM
27
AE Wealth Management
Kansas
$16.5M +$9.56M +192,153 +138%
UBS Group
28
UBS Group
Switzerland
$15.6M +$80.1K +1,610 +0.5%
Bank of America
29
Bank of America
North Carolina
$15.5M +$1.39M +27,882 +10%
ARC
30
Advisor Resource Council
Texas
$14.5M +$12.8M +257,649 +748%
MML Investors Services
31
MML Investors Services
Massachusetts
$14.4M +$317K +6,372 +2%
GVAG
32
Great Valley Advisor Group
Delaware
$14.2M +$1.13M +22,754 +9%
FSG
33
Financial Strategies Group
Michigan
$14.1M +$581K +11,683 +4%
Ameriprise
34
Ameriprise
Minnesota
$13.9M -$7.16M -143,978 -34%
SA
35
Scarborough Advisors
Maryland
$12.9M +$12.9M +259,568 New
RIS
36
Retirement Income Solutions
Michigan
$12.8M +$3.61M +72,484 +39%
WCM
37
Windsor Capital Management
Arizona
$12.6M +$234K +4,704 +2%
LWA
38
Lenox Wealth Advisors
New York
$12M +$152K +3,054 +1%
MGIA
39
Moneta Group Investment Advisors
Missouri
$11.1M +$791K +15,894 +8%
OIA
40
OneDigital Investment Advisors
Kansas
$11M -$647K -12,999 -6%
AWA
41
ARQ Wealth Advisors
Arizona
$10.7M -$1.41M -28,418 -12%
ACM
42
Advance Capital Management
Michigan
$10.1M +$10.1M +202,685 New
BPA
43
Beacon Pointe Advisors
California
$9.83M +$292K +5,866 +3%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$9.63M +$446K +8,960 +5%
CWM
45
Cahaba Wealth Management
Georgia
$9.32M -$61.6K -1,239 -0.7%
TC
46
TownSquare Capital
Utah
$9.29M +$138K +2,782 +2%
SFG
47
StrategIQ Financial Group
Indiana
$9.11M -$121K -2,428 -1%
DA
48
Detalus Advisors
Missouri
$8.82M +$474K +9,531 +6%
KW
49
KWB Wealth
California
$8.64M +$204K +4,095 +2%
WI
50
WrapManager Inc
California
$8.59M +$328K +6,593 +4%
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