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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 %
SFG
51
StrategIQ Financial Group
Indiana
$7.14M +$103K +2,682 +1%
DJSG
52
D.J. St. Germain
Massachusetts
$7.11M – – –
TFA
53
TPG Financial Advisors
Oregon
$6.75M +$138K +3,568 +2%
V
54
Veritable
Delaware
$6.73M +$391K +10,130 +6%
B
55
Bridgeworth
Alabama
$6.54M +$6.54M +169,556 New
MHWM
56
Montz Harcus Wealth Management
Louisiana
$6.5M +$107K +2,767 +2%
WI
57
WrapManager Inc
California
$6.14M -$45.6K -1,183 -0.7%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$6.08M +$627K +16,253 +11%
AF
59
Allworth Financial
California
$6.03M -$117K -3,023 -2%
MIAN
60
Mariner Independent Advisor Network
Kansas
$5.77M -$522K -13,525 -8%
SWP
61
Stratos Wealth Partners
Ohio
$5.68M -$317K -8,222 -5%
MFT
62
Moisand Fitzgerald Tamayo
Florida
$5.65M +$140K +3,623 +3%
KW
63
KWB Wealth
California
$5.35M -$57.4K -1,489 -1%
WA
64
WBH Advisory
Maryland
$5.32M +$45.5K +1,181 +0.9%
VCM
65
Vivaldi Capital Management
Illinois
$5.25M -$105K -2,659 -2%
AWA
66
ARQ Wealth Advisors
Arizona
$5.24M +$124K +3,218 +2%
W
67
Wealthquest
Ohio
$5.21M +$2.68M +69,606 +106%
GRP
68
Global Retirement Partners
California
$5.14M +$1.09M +25,635 +27%
PA
69
PSI Advisors
Florida
$5.11M +$951K +24,675 +23%
CAL
70
Capital Analysts LLC
Pennsylvania
$4.97M +$149K +3,870 +3%
IWP
71
IAG Wealth Partners
Wisconsin
$4.87M +$120K +3,124 +3%
TRCT
72
Tower Research Capital (TRC)
New York
$4.71M +$4.47M +115,859 +1,870%
FAIM
73
Financial Advocates Investment Management
Washington
$4.6M -$458K -11,888 -9%
IWM
74
IHT Wealth Management
Illinois
$4.37M -$61.7K -1,599 -1%
GWM
75
Geneos Wealth Management
Colorado
$4.31M +$407K +10,551 +10%
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3
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