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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

381 hedge funds and large institutions have $3.91B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 170 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
381
Holders Change
+6
Holders Change %
+1.6%
% of All Funds
6.59%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.42%
New
35
Increased
170
Reduced
123
Closed
24
Calls
$248K
Puts
–
Net Calls
+$248K
Net Calls Change
+$89K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.87B
2
LPL Financial
2
LPL Financial
California
$336M
3
KOC
3
Koss-Olinger Consulting
Florida
$34.8M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$12.9M
5
RWM
5
Reston Wealth Management
Virginia
$8.44M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$0
2
DA
2
Detalus Advisors
Missouri
$1.2M
3
RA
3
RFG Advisory
Alabama
$36.9M
4
CI
4
CX Institutional
Indiana
$573K
5
ACM
5
AlphaStar Capital Management
North Carolina
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$12.3M +$822K +21,319 +7%
WWM
27
Western Wealth Management
Colorado
$11.2M +$2.38M +61,781 +27%
MWPCG
28
Measured Wealth Private Client Group
New Hampshire
$11.1M -$2.03M -52,545 -15%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$10.2M +$510K +13,231 +5%
ACM
30
AlphaStar Capital Management
North Carolina
$10.1M -$4.23M -109,760 -29%
Ameriprise
31
Ameriprise
Minnesota
$9.9M +$1.3M +33,753 +15%
MGIA
32
Moneta Group Investment Advisors
Missouri
$9.42M -$1.14M -29,476 -11%
CWM
33
Cahaba Wealth Management
Georgia
$8.97M +$792K +20,547 +10%
WCM
34
Windsor Capital Management
Arizona
$8.94M -$216K -5,591 -2%
EH
35
Equitable Holdings
New York
$8.91M +$1.68M +43,526 +23%
WANY
36
Wealthspire Advisors (New York)
New York
$8.8M +$83.3K +2,161 +1%
RPGK
37
Retirement Planning Group (Kansas)
Kansas
$8.66M -$113K -2,940 -1%
RIS
38
Retirement Income Solutions
Michigan
$8.66M +$7.14K +184 +0.1%
AA
39
Advisory Alpha
Michigan
$8.55M +$924K +23,972 +12%
RWM
40
Reston Wealth Management
Virginia
$8.44M +$6.77M +175,604 +407%
NPI
41
New Perspectives Inc
Mississippi
$8.23M +$293K +7,594 +4%
MHS
42
M Holdings Securities
Oregon
$8.11M -$1.01M -26,266 -11%
ACM
43
Advance Capital Management
Michigan
$8.08M +$134K +3,471 +2%
BPA
44
Beacon Pointe Advisors
California
$7.89M -$9.37K -243 -0.1%
CAN
45
Cetera Advisor Networks
California
$7.79M -$420K -10,890 -5%
OIA
46
OneDigital Investment Advisors
Kansas
$7.78M +$125K +3,254 +2%
CA
47
CGN Advisors
Kansas
$7.71M +$1.08M +27,899 +16%
CIAS
48
Capital Investment Advisory Services
North Carolina
$7.63M +$1.45M +37,702 +24%
Bank of America
49
Bank of America
North Carolina
$7.49M +$915K +23,731 +14%
TC
50
TownSquare Capital
Utah
$7.2M +$221K +5,730 +3%
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