SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF

428 hedge funds and large institutions have $6.42B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+47
Holders Change %
+12.34%
% of All Funds
6.91%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.52%
New
77
Increased
158
Reduced
144
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
51
Bank of America
North Carolina
$8.85M +$595K +14,006 +7%
BPA
52
Beacon Pointe Advisors
California
$8.72M +$19.3K +453 +0.2%
MHS
53
M Holdings Securities
Oregon
$8.55M -$394K -9,268 -4%
TC
54
TownSquare Capital
Utah
$8.31M +$368K +8,668 +5%
Mariner
55
Mariner
Kansas
$8.2M +$6.68M +157,205 +441%
SFG
56
StrategIQ Financial Group
Indiana
$8.02M +$152K +3,584 +2%
ACM
57
Advance Capital Management
Michigan
$7.76M -$1.14M -26,921 -13%
OIA
58
OneDigital Investment Advisors
Kansas
$7.58M -$1M -23,549 -12%
TFA
59
TPG Financial Advisors
Oregon
$7.45M +$6.76K +159 +0.1%
GRP
60
Global Retirement Partners
California
$7.36M +$2.23M +52,460 +43%
MHWM
61
Montz Harcus Wealth Management
Louisiana
$7.24M +$81.3K +1,913 +1%
W
62
Wealthquest
Ohio
$7.15M +$1.41M +33,147 +25%
AF
63
Allworth Financial
California
$7.12M +$474K +11,145 +7%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$6.59M -$112K -2,625 -2%
PA
65
PSI Advisors
Florida
$6.56M +$930K +21,874 +17%
V
66
Veritable
Delaware
$6.54M -$876K -20,605 -12%
WWM
67
Western Wealth Management
Colorado
$6.48M -$5.83M -137,212 -47%
EWM
68
Executive Wealth Management
Michigan
$6.46M +$6.23M +146,531 +2,671%
WI
69
WrapManager Inc
California
$6.43M -$341K -8,021 -5%
SWP
70
Stratos Wealth Partners
Ohio
$6.39M +$135K +3,170 +2%
AWA
71
ARQ Wealth Advisors
Arizona
$6.17M +$400K +9,415 +7%
MFT
72
Moisand Fitzgerald Tamayo
Florida
$6.13M -$97.5K -2,295 -2%
KW
73
KWB Wealth
California
$6.02M +$121K +2,845 +2%
IWP
74
IAG Wealth Partners
Wisconsin
$5.73M +$372K +8,742 +7%
VCM
75
Vivaldi Capital Management
Illinois
$5.72M -$104K -2,367 -2%