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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 %
JFA
101
JNBA Financial Advisors
Minnesota
$3.75M -$155K -3,636 -4%
Goldman Sachs
102
Goldman Sachs
New York
$3.64M -$590K -13,880 -14%
CPO
103
Cerity Partners OCIO
New York
$3.4M +$665K +15,638 +24%
PFA
104
Pure Financial Advisors
California
$3.4M -$179K -4,202 -5%
SFI
105
SPC Financial Inc
Maryland
$3.29M +$91.9K +2,162 +3%
PFM
106
Parsec Financial Management
North Carolina
$3.16M -$244K -5,738 -7%
NAS
107
Nicolet Advisory Services
Wisconsin
$3.03M -$202K -4,541 -6%
DC
108
Destiny Capital
Colorado
$2.97M +$2.97M +64,372 New
SF
109
Symphony Financial
Texas
$2.95M +$820K +19,090 +39%
APC
110
Aspire Private Capital
North Carolina
$2.8M -$59K -1,389 -2%
VIM
111
Vista Investment Management
Pennsylvania
$2.74M +$33.2K +780 +1%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$2.72M +$2.72M +64,061 New
NC
113
NovaPoint Capital
Georgia
$2.7M +$14.5K +342 +0.5%
AFS
114
Annapolis Financial Services
Maryland
$2.69M +$1.57K +37 +0.1%
AFP
115
Ausdal Financial Partners
Iowa
$2.64M +$518K +12,188 +24%
CCT
116
Chemung Canal Trust
New York
$2.59M -$319K -7,497 -11%
BC
117
Brio Consultants
California
$2.59M +$39.2K +922 +2%
IA
118
IFG Advisory
Georgia
$2.58M -$62K -1,460 -2%
KBFS
119
Kohmann Bosshard Financial Services
Ohio
$2.54M -$353K -8,300 -12%
UCFA
120
United Capital Financial Advisors
Texas
$2.54M -$78.1K -1,838 -3%
SA
121
Scarborough Advisors
Maryland
$2.52M -$18.1K -426 -0.7%
WPW
122
Watershed Private Wealth
Illinois
$2.47M +$2.47M +58,191 New
FPAS
123
Focus Partners Advisor Solutions
Missouri
$2.45M +$576K +13,545 +31%
AWM
124
AE Wealth Management
Kansas
$2.39M -$222K -5,221 -8%
William Blair & Company
125
William Blair & Company
Illinois
$2.3M +$2.17M +50,966 +1,650%
3 4
5
6 7