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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 %
PAS
76
Park Avenue Securities
New York
$4.03M +$474K +12,283 +13%
Jane Street
77
Jane Street
New York
$3.97M +$1.62M +42,093 +69%
GWM
78
GSB Wealth Management
Connecticut
$3.91M -$78K -2,024 -2%
LFPWM
79
Leicht Financial Planning & Wealth Management
New Jersey
$3.84M +$3.84M +99,611 New
Goldman Sachs
80
Goldman Sachs
New York
$3.84M -$549K -14,224 -13%
CG
81
Colony Group
Massachusetts
$3.81M – – –
RCA
82
Resonant Capital Advisors
Wisconsin
$3.79M -$75.6K -1,960 -2%
WSWA
83
Warren Street Wealth Advisors
California
$3.7M +$120K +3,124 +3%
PC
84
Pecaut & Co
Iowa
$3.7M +$492K +12,759 +15%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$3.6M +$76.4K +1,980 +2%
JFA
86
JNBA Financial Advisors
Minnesota
$3.54M +$16.9K +437 +0.5%
GKWIM
87
Gerber Kawasaki Wealth & Investment Management
California
$3.53M +$651K +16,889 +23%
CWM
88
Collaborative Wealth Management
Florida
$3.49M +$2.45M +63,433 +234%
WCFA
89
Walkner Condon Financial Advisors
Wisconsin
$3.48M +$88.5K +2,294 +3%
LWMG
90
Levy Wealth Management Group
Pennsylvania
$3.32M +$2.55M +65,998 +328%
Citadel Advisors
91
Citadel Advisors
Florida
$3.29M +$3.29M +85,286 New
Northern Trust
92
Northern Trust
Illinois
$3.29M +$233K +6,036 +8%
PFA
93
Pure Financial Advisors
California
$3.25M -$93.1K -2,415 -3%
PFM
94
Parsec Financial Management
North Carolina
$3.09M -$204K -5,292 -6%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$2.97M -$1.34M -34,662 -31%
SFI
96
SPC Financial Inc
Maryland
$2.9M +$89.9K +2,331 +3%
NAS
97
Nicolet Advisory Services
Wisconsin
$2.87M -$174K -4,390 -6%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$2.87M +$2.15M +55,792 +301%
CCT
99
Chemung Canal Trust
New York
$2.64M -$241K -6,250 -8%
KBFS
100
Kohmann Bosshard Financial Services
Ohio
$2.62M -$91.9K -2,385 -3%
2 3
4
5 6