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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.

New
Increased
Maintained
Reduced
Closed
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 %
NPI
51
New Perspectives Inc
Mississippi
$8.23M +$608K +12,225 +8%
HIM
52
Hanlon Investment Management
New Jersey
$8.2M +$2.45M +49,178 +43%
TFA
53
TPG Financial Advisors
Oregon
$8.16M +$864K +17,365 +12%
PWG
54
Private Wealth Group
Florida
$8.11M +$30.1K +605 +0.4%
BHB
55
Bank Hapoalim BM
Israel
$8.11M – – –
AA
56
Advisory Alpha
Michigan
$8.1M +$3.76M +75,494 +86%
V
57
Veritable
Delaware
$7.99M +$621K +12,478 +8%
VCM
58
Vivaldi Capital Management
Illinois
$7.79M -$54.1K -1,087 -0.7%
MHWM
59
Montz Harcus Wealth Management
Louisiana
$7.54M +$7.54M +151,589 New
CFA
60
Carroll Financial Associates
North Carolina
$7.37M +$1.22M +24,717 +20%
WA
61
WBH Advisory
Maryland
$7.2M +$620K +12,470 +9%
CAN
62
Cetera Advisor Networks
California
$7.18M +$953K +19,154 +15%
DJSG
63
D.J. St. Germain
Massachusetts
$7.16M +$2.9M +58,257 +68%
FZCM
64
Flynn Zito Capital Management
New York
$6.98M +$6.98M +140,262 New
MWM
65
Merriman Wealth Management
Washington
$6.71M +$6.71M +134,968 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$6.67M -$1.77M -35,591 -21%
CAL
67
Capital Analysts LLC
Pennsylvania
$6.63M +$27.5K +552 +0.4%
MFT
68
Moisand Fitzgerald Tamayo
Florida
$6.6M -$58.5K -1,177 -0.9%
MIAN
69
Mariner Independent Advisor Network
Kansas
$6.54M +$205K +4,106 +3%
EH
70
Equitable Holdings
New York
$6.48M +$1.22M +24,476 +23%
CI
71
CX Institutional
Indiana
$6.37M +$6.34M +127,514 +20,240%
CIAS
72
Capital Investment Advisory Services
North Carolina
$6.27M +$453K +9,105 +8%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$6.15M -$3.97M -79,788 -39%
RPSA
74
Richard P. Slaughter Associates
Texas
$6.05M +$1.18M +23,792 +24%
Goldman Sachs
75
Goldman Sachs
New York
$5.59M +$2.08M +41,782 +59%
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