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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 %
CWM
101
Congress Wealth Management
Massachusetts
$3.65M +$3.65M +73,444 New
PC
102
Pecaut & Co
Iowa
$3.58M +$1.84M +36,896 +105%
CPO
103
Cerity Partners OCIO
New York
$3.49M -$49K -984 -1%
UCFA
104
United Capital Financial Advisors
Texas
$3.48M -$61.3K -1,232 -2%
PAS
105
Park Avenue Securities
New York
$3.45M +$349K +7,013 +11%
CWA
106
Centennial Wealth Advisory
Michigan
$3.38M +$3.38M +67,845 New
APC
107
Aspire Private Capital
North Carolina
$3.33M -$16.1K -324 -0.5%
IA
108
IFP Advisors
Florida
$3.26M +$545K +10,918 +20%
KAS
109
Kestra Advisory Services
Texas
$3.22M +$2.62M +52,756 +442%
CF
110
Centaurus Financial
California
$3.14M +$173K +3,470 +6%
AFS
111
Annapolis Financial Services
Maryland
$3.09M -$254K -5,112 -8%
GWM
112
Geneos Wealth Management
Colorado
$3.04M +$580K +11,656 +24%
VIM
113
Vista Investment Management
Pennsylvania
$3.01M +$15.6K +314 +0.5%
TFA
114
Tranquilli Financial Advisor
New Jersey
$2.94M +$2.94M +59,080 New
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$2.7M +$2.39M +48,117 +787%
TCM
116
Towercrest Capital Management
Pennsylvania
$2.66M -$65.6K -1,318 -2%
MWM
117
Modera Wealth Management
New Jersey
$2.65M +$2.65M +53,348 New
MA
118
MJP Associates
Connecticut
$2.65M +$35.3K +708 +1%
GF
119
Goodman Financial
Texas
$2.51M +$20.6K +414 +0.8%
AWA
120
Arete Wealth Advisors
Illinois
$2.36M +$99.6K +1,995 +4%
IWC
121
Integrated Wealth Concepts
Massachusetts
$2.36M -$216K -4,341 -8%
IA
122
IFG Advisory
Georgia
$2.33M +$398K +8,012 +21%
BCM
123
Brookstone Capital Management
Illinois
$2.32M -$754K -15,436 -25%
AWMG
124
Alliance Wealth Management Group
New Jersey
$2.26M +$62.3K +1,253 +3%
EDRIA
125
Edmonds Duncan Registered Investment Advisors
Kansas
$2.18M +$96.4K +2,050 +5%
3 4
5
6 7