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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.

New
Increased
Maintained
Reduced
Closed
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
Creative Planning
Kansas
$1.82B
2
LPL Financial
LPL Financial
California
$308M
3
VA
Valmark Advisers
Ohio
$284M
4
TA
Tiedemann Advisors
New York
$274M
5
APWA
Atlas Private Wealth Advisors
New Jersey
$12.7M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$627K
2
UBS Group
UBS Group
Switzerland
$12.6M
3
Wells Fargo
Wells Fargo
California
$31.3M
4
AIM
Astor Investment Management
Illinois
$0
5
FWM
Frontier Wealth Management
Missouri
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$1.51M +$173K +4,366 +13%
BTWM
127
Baker Tilly Wealth Management
Wisconsin
$1.46M -$13.6K -343 -0.9%
AF
128
Aldebaran Financial
$1.44M +$139K +3,525 +11%
UWM
129
USAdvisors Wealth Management
Minnesota
$1.41M +$32.5K +818 +2%
GIA
130
Gladstone Institutional Advisory
Florida
$1.4M +$108K +2,730 +8%
WAS
131
Wealth Advisory Solutions
Indiana
$1.38M +$56.7K +1,428 +4%
RFG
132
Range Financial Group
Oregon
$1.37M +$675 +17 +0%
AWA
133
Alta Wealth Advisors
Massachusetts
$1.29M +$254K +6,406 +25%
UAS
134
United Asset Strategies
New York
$1.26M +$627K +15,785 +100%
IC
135
IEQ Capital
California
$1.23M +$2.22K +56 +0.2%
FEG
136
Financial Enhancement Group
Indiana
$1.23M +$80.2K +2,019 +7%
BWFA
137
Baltimore-Washington Financial Advisors
Maryland
$1.2M -$72.2K -1,820 -6%
JCM
138
Jacobi Capital Management
Pennsylvania
$1.19M +$84.4K +2,128 +8%
GSC
139
G&S Capital
Colorado
$1.17M +$53K +1,334 +5%
MCWS
140
McKinley Carter Wealth Services
West Virginia
$1.14M -$2.46K -62 -0.2%
FLPIM
141
F.L. Putnam Investment Management
Massachusetts
$1.12M +$906K +22,822 +416%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$1.12M +$1.12M +27,640 New
MWM
143
Modera Wealth Management
New Jersey
$1.11M -$842K -21,208 -43%
GM
144
GeoWealth Management
Illinois
$1.09M -$2.32M -58,447 -68%
Renaissance Technologies
145
Renaissance Technologies
New York
$1.09M -$635K -16,000 -37%
CWM
146
Collaborative Wealth Management
Florida
$1.08M +$1.08M +27,111 New
FC
147
Financial Consulate
Maryland
$1.07M -$37.4K -942 -3%
RC
148
Roundview Capital
New Jersey
$1.06M +$58.9K +1,484 +6%
FCI
149
Financial Counselors Inc
Kansas
$1.04M -$237K -5,982 -19%
RWP
150
Revolve Wealth Partners
New Jersey
$1.04M -$78.9K -1,989 -7%
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