SPMD icon

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.

New
Increased
Maintained
Reduced
Closed
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
Creative Planning
Kansas
$1.87B
2
LPL Financial
LPL Financial
California
$336M
3
KOC
Koss-Olinger Consulting
Florida
$34.8M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$12.9M
5
RWM
Reston Wealth Management
Virginia
$8.44M

Top Sellers

1
ARC
Advisor Resource Council
Texas
$0
2
DA
Detalus Advisors
Missouri
$1.2M
3
RA
RFG Advisory
Alabama
$36.9M
4
CI
CX Institutional
Indiana
$573K
5
ACM
AlphaStar Capital Management
North Carolina
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
126
Arete Wealth Advisors
Illinois
$1.75M +$37.4K +970 +2%
IWC
127
Integrated Wealth Concepts
Massachusetts
$1.71M -$56.9K -1,475 -3%
FPAS
128
Focus Partners Advisor Solutions
Missouri
$1.7M +$1.7M +44,081 New
GSC
129
G&S Capital
Colorado
$1.66M +$521K +13,522 +46%
PFG
130
PAX Financial Group
Texas
$1.62M +$5.05K +131 +0.3%
NA
131
NewEdge Advisors
Louisiana
$1.57M +$107K +2,766 +7%
T
132
TrueFG
Texas
$1.55M +$84.7K +2,197 +6%
PWG
133
Private Wealth Group
Florida
$1.55M -$2.25M -58,237 -59%
WAS
134
Wealth Advisory Solutions
Indiana
$1.5M +$162K +4,201 +12%
GWSG
135
GPS Wealth Strategies Group
Colorado
$1.47M +$505K +13,086 +53%
PWA
136
PCG Wealth Advisors
Kansas
$1.44M +$704K +18,192 +96%
AF
137
Aldebaran Financial
$1.43M +$586 +15 +0%
AWA
138
Alta Wealth Advisors
Massachusetts
$1.4M +$146K +3,794 +12%
WSTAM
139
Wilbanks Smith & Thomas Asset Management
Virginia
$1.38M +$1.38M +35,898 New
Mariner
140
Mariner
Kansas
$1.38M +$632K +16,384 +85%
UWM
141
USAdvisors Wealth Management
Minnesota
$1.37M -$6.52K -169 -0.5%
GIA
142
Gladstone Institutional Advisory
Florida
$1.37M +$6.13K +159 +0.5%
BTWM
143
Baker Tilly Wealth Management
Wisconsin
$1.32M -$95.4K -2,474 -7%
FEG
144
Financial Enhancement Group
Indiana
$1.32M +$128K +3,316 +11%
RFG
145
Range Financial Group
Oregon
$1.31M -$19.7K -512 -1%
GM
146
GeoWealth Management
Illinois
$1.31M +$252K +6,542 +24%
AG
147
Ascent Group
Virginia
$1.3M -$264K -6,207 -17%
CPIG
148
Chicago Partners Investment Group
Illinois
$1.25M +$899K +21,153 +259%
DA
149
Detalus Advisors
Missouri
$1.2M -$6.1M -158,148 -84%
IC
150
IEQ Capital
California
$1.2M +$2.2K +57 +0.2%
4 5
6
7 8