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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 %
CA
76
CGN Advisors
Kansas
$5.28M +$456K +9,659 +9%
IWM
77
IHT Wealth Management
Illinois
$5.11M +$406K +8,607 +9%
CG
78
Colony Group
Massachusetts
$4.66M -$5.9K -125 -0.1%
SFI
79
SPC Financial Inc
Maryland
$4.52M -$738K -15,654 -14%
CI
80
CX Institutional
Indiana
$4.47M -$1.57M -33,394 -26%
SWP
81
Stratos Wealth Partners
Ohio
$4.47M +$2.5M +53,029 +127%
NC
82
NovaPoint Capital
Georgia
$4.45M -$25.8K -547 -0.6%
MFT
83
Moisand Fitzgerald Tamayo
Florida
$4.33M -$1.92M -40,729 -31%
PFA
84
Pure Financial Advisors
California
$4.33M +$84.6K +1,794 +2%
JFA
85
JNBA Financial Advisors
Minnesota
$4.33M -$423K -8,964 -9%
PFM
86
Parsec Financial Management
North Carolina
$4.28M -$293K -6,208 -6%
WSWA
87
Warren Street Wealth Advisors
California
$4.18M +$96.7K +2,051 +2%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$4.12M +$12.5K +265 +0.3%
CWA
89
Centennial Wealth Advisory
Michigan
$4.11M +$914K +19,378 +29%
GRP
90
Global Retirement Partners
California
$4.11M +$4.11M +98,268 New
GM
91
GeoWealth Management
Illinois
$4.05M +$7.45K +158 +0.2%
WCFA
92
Walkner Condon Financial Advisors
Wisconsin
$4.05M +$3.8M +80,447 +1,468%
NAS
93
Nicolet Advisory Services
Wisconsin
$3.97M -$239K -5,208 -6%
Northern Trust
94
Northern Trust
Illinois
$3.86M – – –
PC
95
Pecaut & Co
Iowa
$3.69M +$300K +6,352 +9%
PAS
96
Park Avenue Securities
New York
$3.68M +$405K +8,579 +12%
BOC
97
Bull Oak Capital
California
$3.65M -$297K -6,298 -8%
GWM
98
Geneos Wealth Management
Colorado
$3.58M +$703K +14,901 +24%
CCT
99
Chemung Canal Trust
New York
$3.53M – – –
KBFS
100
Kohmann Bosshard Financial Services
Ohio
$3.47M -$171K -3,623 -5%
2 3
4
5 6