SPMD icon

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 %
RWP
151
Revolve Wealth Partners
New Jersey
$1.39M +$1.39M +27,923 New
FEG
152
Financial Enhancement Group
Indiana
$1.37M -$41.9K -843 -3%
GSC
153
G&S Capital
Colorado
$1.36M +$18.2K +365 +1%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$1.36M +$1.36M +27,235 New
JPG
155
Jordan Park Group
California
$1.33M -$221K -4,446 -14%
APA
156
Astoria Portfolio Advisors
New York
$1.32M +$1.32M +26,611 New
SG Americas Securities
157
SG Americas Securities
New York
$1.3M +$1.3M +26,200 New
RC
158
Roundview Capital
New Jersey
$1.29M +$116K +2,328 +10%
FC
159
Forte Capital
New York
$1.28M -$45K -904 -3%
CWM
160
Collaborative Wealth Management
Florida
$1.28M +$1.28M +25,749 New
Financial Engines Advisors
161
Financial Engines Advisors
California
$1.27M -$1.09K -22 -0.1%
QWM
162
QP Wealth Management
New Jersey
$1.26M +$92K +1,850 +8%
FWM
163
Fingerlakes Wealth Management
New York
$1.25M +$1.25M +25,148 New
CIAS
164
CFS Investment Advisory Services
New Jersey
$1.2M -$117K -2,538 -9%
FPWM
165
FSB Premier Wealth Management
Iowa
$1.19M +$65.1K +1,308 +6%
FPW
166
Flagship Private Wealth
Massachusetts
$1.19M +$159K +3,202 +15%
RJA
167
Raymond James & Associates
Florida
$1.18M +$560K +11,261 +90%
FMN
168
Financial Management Network
California
$1.17M -$69.6K -1,388 -6%
JCM
169
Jacobi Capital Management
Pennsylvania
$1.13M +$1.59K +32 +0.1%
SAM
170
S.A. Mason
Michigan
$1.1M +$153K +3,085 +16%
WPC
171
Wedmont Private Capital
Pennsylvania
$1.09M +$1.09M +22,279 New
KWM
172
Kingsview Wealth Management
Oregon
$1.08M +$4.58K +92 +0.4%
WP
173
WealthPLAN Partners
Nebraska
$1.07M +$4.25K +92 +0.4%
AFP
174
Ausdal Financial Partners
Iowa
$1.06M +$75.2K +1,511 +8%
TDWM
175
Topel & Distasi Wealth Management
California
$1.06M +$1.06M +21,232 New
5 6
7
8 9