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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

393 hedge funds and large institutions have $4.51B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+7
Holders Change %
+1.81%
% of All Funds
6.22%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.46%
New
48
Increased
171
Reduced
123
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.11B
2
UBS Group
2
UBS Group
Switzerland
$52.5M
3
CWM
3
Cornerstone Wealth Management
Missouri
$32.7M
4
LPL Financial
4
LPL Financial
California
$319M
5
IA
5
IFP Advisors
Florida
$19.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$13.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.6M
5
FFS
5
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
126
Atria Investments
North Carolina
$1.87M +$120K +2,544 +7%
AG
127
Ascent Group
Virginia
$1.77M +$41.9K +889 +2%
BTWM
128
Baker Tilly Wealth Management
Wisconsin
$1.75M +$94.5K +2,004 +6%
UWM
129
USAdvisors Wealth Management
Minnesota
$1.64M +$52.7K +1,117 +3%
RFG
130
Range Financial Group
Oregon
$1.63M -$1.98K -42 -0.1%
APA
131
Astoria Portfolio Advisors
New York
$1.63M +$372K +7,887 +30%
DWM
132
Doyle Wealth Management
Florida
$1.61M +$5.8K +123 +0.4%
CW
133
CreativeOne Wealth
Kansas
$1.61M +$130K +2,749 +9%
TF
134
TRH Financial
Iowa
$1.59M -$2.89M -61,385 -65%
BDF
135
Black Diamond Financial
Maryland
$1.59M +$1.59M +33,710 New
NA
136
NewEdge Advisors
Louisiana
$1.59M +$39.3K +833 +3%
W
137
Wealthquest
Ohio
$1.58M – – –
WAS
138
Wealth Advisory Solutions
Indiana
$1.57M +$1.57M +33,372 New
AF
139
Aldebaran Financial
$1.56M -$35.2K -746 -2%
GIA
140
Gladstone Institutional Advisory
Florida
$1.53M +$1.53M +32,500 New
FCI
141
Financial Counselors Inc
Kansas
$1.52M – – –
BWFA
142
Baltimore-Washington Financial Advisors
Maryland
$1.5M +$34.1K +728 +2%
T
143
TrueFG
Texas
$1.46M +$21.1K +447 +1%
IC
144
IEQ Capital
California
$1.46M +$610K +12,944 +72%
OWA
145
Outlook Wealth Advisors
Texas
$1.44M -$21.7K -460 -1%
WEG
146
World Equity Group
Illinois
$1.44M +$1.44M +30,513 New
KAS
147
Kestra Advisory Services
Texas
$1.44M -$1.62M -34,255 -53%
FHA
148
Flagship Harbor Advisors
Massachusetts
$1.41M +$1.19M +25,337 +562%
FEG
149
Financial Enhancement Group
Indiana
$1.37M +$65.4K +1,387 +5%
MCWS
150
McKinley Carter Wealth Services
West Virginia
$1.35M -$15K -319 -1%
4 5
6
7 8