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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.

New
Increased
Maintained
Reduced
Closed
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 %
NPI
51
New Perspectives Inc
Mississippi
$8.58M +$778K +16,504 +10%
CWM
52
Cahaba Wealth Management
Georgia
$8.57M +$366K +8,368 +4%
AA
53
Advisory Alpha
Michigan
$8.3M +$620K +13,149 +8%
TFA
54
TPG Financial Advisors
Oregon
$7.94M +$201K +4,257 +3%
WI
55
WrapManager Inc
California
$7.82M -$325K -6,897 -4%
DJSG
56
D.J. St. Germain
Massachusetts
$7.54M +$755K +16,016 +11%
MHWM
57
Montz Harcus Wealth Management
Louisiana
$7.49M +$343K +7,280 +5%
EH
58
Equitable Holdings
New York
$7.34M +$1.2M +25,485 +20%
AF
59
Allworth Financial
California
$7.34M +$7.34M +155,618 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$7.14M +$814K +17,267 +13%
FZCM
61
Flynn Zito Capital Management
New York
$6.97M +$353K +7,487 +5%
CIAS
62
Capital Investment Advisory Services
North Carolina
$6.96M +$1.02M +21,572 +17%
PWG
63
Private Wealth Group
Florida
$6.95M -$746K -15,809 -10%
WA
64
WBH Advisory
Maryland
$6.88M +$373K +8,277 +6%
MIAN
65
Mariner Independent Advisor Network
Kansas
$6.48M +$274K +5,796 +4%
CAL
66
Capital Analysts LLC
Pennsylvania
$6.13M -$150K -3,177 -2%
RPSA
67
Richard P. Slaughter Associates
Texas
$5.92M +$183K +3,884 +3%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$5.88M +$44.4K +942 +0.8%
VCM
69
Vivaldi Capital Management
Illinois
$5.81M -$868K -20,356 -13%
GSWM
70
Golden State Wealth Management
California
$5.76M +$1.77M +37,551 +44%
Goldman Sachs
71
Goldman Sachs
New York
$5.59M +$291K +6,164 +5%
IWP
72
IAG Wealth Partners
Wisconsin
$5.54M +$323K +6,856 +6%
FAIM
73
Financial Advocates Investment Management
Washington
$5.44M +$424K +8,981 +8%
PA
74
PSI Advisors
Florida
$5.4M +$458K +9,704 +9%
GWM
75
GSB Wealth Management
Connecticut
$5.39M +$1.06M +22,441 +24%
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3
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