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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 %
W
101
Wealthquest
Ohio
$2.6M +$1.34M +33,895 +107%
VIM
102
Vista Investment Management
Pennsylvania
$2.51M +$68.8K +1,733 +3%
AFS
103
Annapolis Financial Services
Maryland
$2.51M +$39.5K +994 +2%
SA
104
Scarborough Advisors
Maryland
$2.44M -$56.7K -1,428 -2%
DWM
105
Doyle Wealth Management
Florida
$2.42M +$1.07M +26,935 +79%
Jane Street
106
Jane Street
New York
$2.42M +$2.42M +60,898 New
AWM
107
AE Wealth Management
Kansas
$2.36M -$9.11M -229,564 -79%
IA
108
IFG Advisory
Georgia
$2.17M +$10.4K +261 +0.5%
MA
109
MJP Associates
Connecticut
$2.03M -$65.8K -1,657 -3%
TCM
110
Towercrest Capital Management
Pennsylvania
$2.02M -$5.72K -144 -0.3%
GF
111
Goodman Financial
Texas
$1.99M -$1.59K -40 -0.1%
EDRIA
112
Edmonds Duncan Registered Investment Advisors
Kansas
$1.95M +$22.1K +557 +1%
SS
113
Simplicity Solutions
Minnesota
$1.87M -$458K -11,539 -20%
IWC
114
Integrated Wealth Concepts
Massachusetts
$1.82M +$46.9K +1,183 +3%
HF
115
HRT Financial
New York
$1.79M +$1.62M +40,810 +945%
AFP
116
Ausdal Financial Partners
Iowa
$1.77M +$803K +20,226 +83%
AWA
117
Arete Wealth Advisors
Illinois
$1.76M -$87.1K -2,195 -5%
RWM
118
Reston Wealth Management
Virginia
$1.71M +$1.13M +28,514 +195%
AWMG
119
Alliance Wealth Management Group
New Jersey
$1.71M -$4.21K -106 -0.2%
SWA
120
Stratos Wealth Advisors
Ohio
$1.68M +$4.33K +109 +0.3%
PFG
121
PAX Financial Group
Texas
$1.66M +$18.9K +475 +1%
LFG
122
Larson Financial Group
Missouri
$1.65M -$577K -14,540 -26%
AG
123
Ascent Group
Virginia
$1.62M -$36.1K -821 -2%
APA
124
Astoria Portfolio Advisors
New York
$1.6M +$232K +5,850 +17%
T
125
TrueFG
Texas
$1.51M +$280K +7,057 +23%
3 4
5
6 7