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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.

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 %
SFI
76
SPC Financial Inc
Maryland
$5.54M +$947K +19,031 +21%
IWP
77
IAG Wealth Partners
Wisconsin
$5.5M -$141K -2,832 -2%
FAIM
78
Financial Advocates Investment Management
Washington
$5.29M +$197K +3,962 +4%
PA
79
PSI Advisors
Florida
$5.21M +$1.21M +24,400 +30%
CA
80
CGN Advisors
Kansas
$5.09M +$289K +5,816 +6%
CGFA
81
Colton Groome Financial Advisors
North Carolina
$5.03M +$5.03M +101,147 New
JFA
82
JNBA Financial Advisors
Minnesota
$5.01M -$20.5K -412 -0.4%
IWM
83
IHT Wealth Management
Illinois
$4.96M +$534K +10,738 +12%
CG
84
Colony Group
Massachusetts
$4.92M -$14.4K -290 -0.3%
WWM
85
Western Wealth Management
Colorado
$4.9M +$4.9M +98,476 New
PFM
86
Parsec Financial Management
North Carolina
$4.83M -$155K -3,113 -3%
TF
87
TRH Financial
Iowa
$4.73M -$1.75M -35,198 -27%
NC
88
NovaPoint Capital
Georgia
$4.72M +$268K +5,387 +6%
NAS
89
Nicolet Advisory Services
Wisconsin
$4.57M -$267K -5,359 -6%
GWM
90
GSB Wealth Management
Connecticut
$4.57M +$190K +3,820 +4%
PFA
91
Pure Financial Advisors
California
$4.48M -$300K -6,035 -6%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$4.33M +$384K +7,721 +10%
WSWA
93
Warren Street Wealth Advisors
California
$4.31M +$4.31M +86,543 New
GM
94
GeoWealth Management
Illinois
$4.27M +$3.02M +60,652 +241%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$4.26M +$3.51M +70,467 +463%
GSWM
96
Golden State Wealth Management
California
$4.21M +$417K +8,380 +11%
BOC
97
Bull Oak Capital
California
$4.16M +$4.16M +83,709 New
Northern Trust
98
Northern Trust
Illinois
$4.07M – – –
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$3.84M +$97.2K +1,955 +3%
CCT
100
Chemung Canal Trust
New York
$3.72M – – –
2 3
4
5 6