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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 %
APC
101
Aspire Private Capital
North Carolina
$2.59M -$101K -2,609 -4%
CPO
102
Cerity Partners OCIO
New York
$2.48M -$892K -23,140 -26%
VIM
103
Vista Investment Management
Pennsylvania
$2.46M +$13.8K +359 +0.6%
BC
104
Brio Consultants
California
$2.45M +$2.22M +54,446 +969%
AFS
105
Annapolis Financial Services
Maryland
$2.44M +$1.7K +44 +0.1%
NC
106
NovaPoint Capital
Georgia
$2.44M -$216K -5,611 -8%
IA
107
IFG Advisory
Georgia
$2.4M +$296K +7,690 +14%
UCFA
108
United Capital Financial Advisors
Texas
$2.37M -$199K -5,158 -8%
AWM
109
AE Wealth Management
Kansas
$2.37M +$83.3K +2,160 +4%
SA
110
Scarborough Advisors
Maryland
$2.3M -$65.3K -1,692 -3%
DWM
111
Doyle Wealth Management
Florida
$2.16M -$195K -5,063 -8%
TCM
112
Towercrest Capital Management
Pennsylvania
$2.06M +$103K +2,672 +5%
FHA
113
Flagship Harbor Advisors
Massachusetts
$2.06M +$1.64M +42,484 +387%
MA
114
MJP Associates
Connecticut
$2.02M +$45.6K +1,183 +2%
EDRIA
115
Edmonds Duncan Registered Investment Advisors
Kansas
$2.01M +$120K +3,101 +6%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$2.01M -$2.85M -73,813 -59%
GF
117
Goodman Financial
Texas
$2M +$65.5K +1,698 +3%
AFP
118
Ausdal Financial Partners
Iowa
$1.92M +$203K +5,264 +12%
SF
119
Symphony Financial
Texas
$1.92M +$1.92M +49,538 New
APA
120
Astoria Portfolio Advisors
New York
$1.89M +$331K +8,583 +21%
ACA
121
Aptus Capital Advisors
Alabama
$1.87M +$1.87M +48,529 New
UAS
122
United Asset Strategies
New York
$1.84M +$621K +16,089 +51%
LFG
123
Larson Financial Group
Missouri
$1.77M +$170K +4,418 +11%
B
124
Bensler
Washington
$1.76M +$1.17M +30,216 +195%
AWMG
125
Alliance Wealth Management Group
New Jersey
$1.75M +$97.1K +2,517 +6%
3 4
5
6 7