SPMD icon

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 %
CA
51
CGN Advisors
Kansas
$6.83M +$2.38M +60,048 +54%
TFA
52
TPG Financial Advisors
Oregon
$6.81M +$126K +3,177 +2%
Bank of America
53
Bank of America
North Carolina
$6.77M -$7.36M -185,496 -52%
MIAN
54
Mariner Independent Advisor Network
Kansas
$6.64M +$1.07M +26,305 +19%
MHWM
55
Montz Harcus Wealth Management
Louisiana
$6.58M +$270K +6,795 +4%
V
56
Veritable
Delaware
$6.52M -$1.29M -32,452 -16%
WI
57
WrapManager Inc
California
$6.37M -$217K -5,473 -3%
CIAS
58
Capital Investment Advisory Services
North Carolina
$6.35M +$493K +12,426 +8%
AF
59
Allworth Financial
California
$6.33M +$150K +3,772 +2%
SWP
60
Stratos Wealth Partners
Ohio
$6.17M +$2.41M +60,753 +64%
MFT
61
Moisand Fitzgerald Tamayo
Florida
$5.67M +$2.02M +50,924 +55%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$5.61M +$665K +16,745 +13%
KW
63
KWB Wealth
California
$5.57M -$1.28M -32,311 -19%
WA
64
WBH Advisory
Maryland
$5.49M -$652K -16,234 -11%
VCM
65
Vivaldi Capital Management
Illinois
$5.36M -$49.3K -1,243 -0.9%
AWA
66
ARQ Wealth Advisors
Arizona
$5.27M -$2.09M -52,778 -28%
CI
67
CX Institutional
Indiana
$5.23M +$1.47M +36,955 +39%
FAIM
68
Financial Advocates Investment Management
Washington
$5.2M +$626K +15,783 +14%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$4.99M +$2.08M +52,397 +71%
CAL
70
Capital Analysts LLC
Pennsylvania
$4.96M -$198K -4,982 -4%
IWP
71
IAG Wealth Partners
Wisconsin
$4.88M +$224K +5,641 +5%
IWM
72
IHT Wealth Management
Illinois
$4.56M +$262K +6,591 +6%
Goldman Sachs
73
Goldman Sachs
New York
$4.52M -$189K -4,774 -4%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$4.43M -$3.84M -96,840 -46%
PA
75
PSI Advisors
Florida
$4.28M -$264K -6,649 -6%
1 2
3
4 5