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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.

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

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$13.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.6M
5
FFS
5
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
26
M Holdings Securities
Oregon
$15.7M +$15.7M +331,910 New
FSG
27
Financial Strategies Group
Michigan
$15.1M +$1.68M +35,641 +13%
GVAG
28
Great Valley Advisor Group
Delaware
$15M +$1.58M +33,539 +12%
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$13.9M -$30.5M -647,169 -69%
AWM
30
AE Wealth Management
Kansas
$13.6M -$1.99M -42,147 -13%
MML Investors Services
31
MML Investors Services
Massachusetts
$13.3M -$321K -6,805 -2%
RIS
32
Retirement Income Solutions
Michigan
$12.6M +$463K +9,818 +4%
Ameriprise
33
Ameriprise
Minnesota
$12.3M -$920K -19,525 -7%
WCM
34
Windsor Capital Management
Arizona
$11.6M -$364K -7,717 -3%
MGIA
35
Moneta Group Investment Advisors
Missouri
$11.5M +$994K +21,072 +9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$11.5M +$2.38M +50,432 +26%
LWA
37
Lenox Wealth Advisors
New York
$10.6M -$463K -10,103 -4%
ODFS
38
O'Donnell Financial Services
California
$10.5M -$7.77M -164,661 -42%
OIA
39
OneDigital Investment Advisors
Kansas
$10.3M -$99.8K -2,116 -1%
WWM
40
Western Wealth Management
Colorado
$10.2M +$5.56M +117,986 +120%
BPA
41
Beacon Pointe Advisors
California
$9.93M +$610K +12,932 +7%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$9.83M +$9.83M +208,417 New
V
43
Veritable
Delaware
$9.28M +$1.71M +36,265 +23%
ACM
44
Advance Capital Management
Michigan
$9.06M -$498K -10,555 -5%
DA
45
Detalus Advisors
Missouri
$9.05M +$687K +14,575 +8%
TC
46
TownSquare Capital
Utah
$8.8M -$10.8K -230 -0.1%
AWA
47
ARQ Wealth Advisors
Arizona
$8.74M -$1.44M -30,450 -14%
KW
48
KWB Wealth
California
$8.59M -$49K -985 -0.6%
CAN
49
Cetera Advisor Networks
California
$8.59M +$1.78M +37,681 +26%
SFG
50
StrategIQ Financial Group
Indiana
$8.58M -$60.1K -1,274 -0.7%
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