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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.

New
Increased
Maintained
Reduced
Closed
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 %
SWP
126
Stratos Wealth Partners
Ohio
$2.07M +$83.1K +1,670 +4%
PFG
127
PAX Financial Group
Texas
$1.98M +$81.2K +1,633 +4%
OC
128
Oarsman Capital
Wisconsin
$1.94M +$57.6K +1,159 +3%
AI
129
Atria Investments
North Carolina
$1.84M +$1.84M +37,036 New
CPA
130
Clear Perspective Advisors
Illinois
$1.83M +$108K +2,173 +6%
BTWM
131
Baker Tilly Wealth Management
Wisconsin
$1.75M +$309K +6,204 +21%
RFG
132
Range Financial Group
Oregon
$1.72M +$12.3K +247 +0.7%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$1.71M +$1.71M +34,299 New
DWM
134
Doyle Wealth Management
Florida
$1.69M +$82.5K +1,658 +5%
AF
135
Aldebaran Financial
$1.68M +$1.35M +27,077 +405%
UWM
136
USAdvisors Wealth Management
Minnesota
$1.68M +$136K +2,731 +9%
AG
137
Ascent Group
Virginia
$1.67M +$1.67M +36,730 New
PWM
138
Penobscot Wealth Management
Maine
$1.66M -$7.56K -152 -0.5%
NA
139
NewEdge Advisors
Louisiana
$1.63M +$52K +1,045 +3%
FCI
140
Financial Counselors Inc
Kansas
$1.6M -$152K -3,064 -9%
TRCT
141
Tower Research Capital (TRC)
New York
$1.58M -$978K -19,663 -38%
W
142
Wealthquest
Ohio
$1.58M +$629K +12,644 +66%
CW
143
CreativeOne Wealth
Kansas
$1.56M +$870K +17,497 +127%
BWFA
144
Baltimore-Washington Financial Advisors
Maryland
$1.56M -$40.4K -812 -3%
OWA
145
Outlook Wealth Advisors
Texas
$1.54M +$1.54M +30,960 New
T
146
TrueFG
Texas
$1.52M +$34.3K +689 +2%
FC
147
Financial Consulate
Maryland
$1.47M +$61.9K +1,245 +4%
Renaissance Technologies
148
Renaissance Technologies
New York
$1.45M +$651K +13,100 +81%
MCWS
149
McKinley Carter Wealth Services
West Virginia
$1.44M -$16.5K -332 -1%
LFG
150
Larson Financial Group
Missouri
$1.42M +$112K +2,247 +9%
4 5
6
7 8