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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

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

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.2B
2
B
2
Bridgeworth
Alabama
$65.9M
3
AA
3
ACT Advisors
North Carolina
$22M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$21.7M
5
LPL Financial
5
LPL Financial
California
$389M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.83B
2
VA
2
Valmark Advisers
Ohio
$215M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$33M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$579K
5
KOC
5
Koss-Olinger Consulting
Florida
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
76
Capital Analysts LLC
Pennsylvania
$5.64M +$161K +3,794 +3%
MWM
77
Merriman Wealth Management
Washington
$5.41M +$5.41M +127,248 New
FAIM
78
Financial Advocates Investment Management
Washington
$5.36M +$292K +6,870 +6%
GWM
79
Geneos Wealth Management
Colorado
$5.32M +$575K +13,526 +12%
LFPWM
80
Leicht Financial Planning & Wealth Management
New Jersey
$5.09M +$856K +20,135 +20%
IWM
81
IHT Wealth Management
Illinois
$5.01M +$197K +4,645 +4%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$4.85M +$1.69M +39,855 +54%
GKWIM
83
Gerber Kawasaki Wealth & Investment Management
California
$4.75M +$862K +20,272 +22%
PAS
84
Park Avenue Securities
New York
$4.71M +$275K +6,474 +6%
CAN
85
Cetera Advisor Networks
California
$4.64M -$3.95M -92,875 -46%
PC
86
Pecaut & Co
Iowa
$4.52M +$448K +10,531 +11%
Corient Private Wealth
87
Corient Private Wealth
Florida
$4.45M +$4.45M +76,153 New
RCA
88
Resonant Capital Advisors
Wisconsin
$4.44M +$259K +6,098 +6%
WSWA
89
Warren Street Wealth Advisors
California
$4.34M +$255K +5,998 +6%
CG
90
Colony Group
Massachusetts
$4.15M -$41.4K -974 -1%
LWMG
91
Levy Wealth Management Group
Pennsylvania
$4.14M +$485K +11,406 +13%
GWM
92
GSB Wealth Management
Connecticut
$4.11M -$199K -4,687 -5%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$4.11M +$135K +3,180 +3%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$4.1M +$830K +19,525 +25%
APA
95
Astoria Portfolio Advisors
New York
$4.09M +$1.9M +42,328 +87%
MFA
96
Millington Financial Advisors
Illinois
$3.92M +$3.92M +92,241 New
WCFA
97
Walkner Condon Financial Advisors
Wisconsin
$3.82M -$12K -283 -0.3%
MFG
98
Merit Financial Group
Georgia
$3.82M +$3.82M +89,830 New
Northern Trust
99
Northern Trust
Illinois
$3.82M +$195K +4,588 +5%
CWM
100
Collaborative Wealth Management
Florida
$3.77M -$81.1K -1,909 -2%
2 3
4
5 6