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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 %
UBS Group
26
UBS Group
Switzerland
$12.6M -$31.6M -796,698 -72%
MML Investors Services
27
MML Investors Services
Massachusetts
$11.8M +$568K +14,299 +5%
ARC
28
Advisor Resource Council
Texas
$11.4M +$9.38M +236,388 +472%
MGIA
29
Moneta Group Investment Advisors
Missouri
$10.9M +$1.16M +29,162 +12%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$9.94M +$258K +6,510 +3%
WCM
31
Windsor Capital Management
Arizona
$9.42M -$319K -8,032 -3%
MHS
32
M Holdings Securities
Oregon
$9.39M -$3.78M -95,313 -29%
WWM
33
Western Wealth Management
Colorado
$9.06M +$455K +11,460 +5%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$9.03M -$2.68M -67,633 -23%
WANY
35
Wealthspire Advisors (New York)
New York
$8.98M +$8.98M +226,125 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$8.89M +$2.88M +72,607 +48%
RIS
37
Retirement Income Solutions
Michigan
$8.84M -$1.75M -44,026 -16%
Ameriprise
38
Ameriprise
Minnesota
$8.84M -$1.48M -37,410 -14%
CAN
39
Cetera Advisor Networks
California
$8.45M +$1.22M +30,861 +17%
CWM
40
Cahaba Wealth Management
Georgia
$8.41M +$649K +16,364 +8%
ACM
41
Advance Capital Management
Michigan
$8.18M +$551K +13,871 +7%
NPI
42
New Perspectives Inc
Mississippi
$8.17M +$948K +23,887 +13%
BPA
43
Beacon Pointe Advisors
California
$8.13M -$219K -5,515 -3%
OIA
44
OneDigital Investment Advisors
Kansas
$7.88M -$819K -20,639 -9%
AA
45
Advisory Alpha
Michigan
$7.85M +$864K +21,780 +12%
DA
46
Detalus Advisors
Missouri
$7.51M -$106K -2,670 -1%
EH
47
Equitable Holdings
New York
$7.45M +$1.26M +31,859 +20%
SFG
48
StrategIQ Financial Group
Indiana
$7.24M +$21.1K +532 +0.3%
TC
49
TownSquare Capital
Utah
$7.19M -$217K -5,464 -3%
DJSG
50
D.J. St. Germain
Massachusetts
$7.11M +$760K +19,149 +12%
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