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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 %
GWM
76
GSB Wealth Management
Connecticut
$4.11M -$427K -10,760 -9%
GWM
77
Geneos Wealth Management
Colorado
$4.07M +$1.01M +25,262 +33%
RCA
78
Resonant Capital Advisors
Wisconsin
$3.98M +$2.2M +55,460 +124%
CG
79
Colony Group
Massachusetts
$3.92M – – –
PWG
80
Private Wealth Group
Florida
$3.91M -$1.94M -48,892 -33%
GRP
81
Global Retirement Partners
California
$3.77M -$131K -3,298 -3%
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.76M +$3.76M +94,638 New
WSWA
83
Warren Street Wealth Advisors
California
$3.69M +$173K +4,353 +5%
PAS
84
Park Avenue Securities
New York
$3.66M +$561K +14,132 +18%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$3.63M +$166K +4,170 +5%
JFA
86
JNBA Financial Advisors
Minnesota
$3.63M -$17.5K -440 -0.5%
WCFA
87
Walkner Condon Financial Advisors
Wisconsin
$3.49M +$75.9K +1,912 +2%
CPO
88
Cerity Partners OCIO
New York
$3.48M +$566K +14,260 +19%
PFA
89
Pure Financial Advisors
California
$3.44M -$209K -5,266 -6%
PFM
90
Parsec Financial Management
North Carolina
$3.39M -$220K -5,535 -6%
PC
91
Pecaut & Co
Iowa
$3.3M +$191K +4,805 +6%
Northern Trust
92
Northern Trust
Illinois
$3.14M -$107K -2,693 -3%
NAS
93
Nicolet Advisory Services
Wisconsin
$3.13M -$401K -9,844 -11%
CCT
94
Chemung Canal Trust
New York
$2.97M – – –
GKWIM
95
Gerber Kawasaki Wealth & Investment Management
California
$2.96M +$2.46M +62,066 +495%
SFI
96
SPC Financial Inc
Maryland
$2.89M -$908K -22,868 -24%
KBFS
97
Kohmann Bosshard Financial Services
Ohio
$2.79M -$127K -3,211 -4%
APC
98
Aspire Private Capital
North Carolina
$2.77M +$105K +2,656 +4%
NC
99
NovaPoint Capital
Georgia
$2.73M -$1.02M -25,611 -27%
UCFA
100
United Capital Financial Advisors
Texas
$2.65M -$44.3K -1,116 -2%
2 3
4
5 6