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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 %
Bank of New York Mellon
151
Bank of New York Mellon
New York
$1.33M -$284K -6,014 -18%
RWP
152
Revolve Wealth Partners
New Jersey
$1.33M +$13.3K +281 +1%
GSC
153
G&S Capital
Colorado
$1.33M +$41.1K +871 +3%
FC
154
Financial Consulate
Maryland
$1.31M -$81.9K -1,736 -6%
JCM
155
Jacobi Capital Management
Pennsylvania
$1.31M +$236K +5,004 +22%
FC
156
Forte Capital
New York
$1.28M – – –
CCFCSB
157
Cape Cod Five Cents Savings Bank
Massachusetts
$1.28M +$1.28M +27,046 New
AWA
158
Alta Wealth Advisors
Massachusetts
$1.23M +$336K +7,136 +38%
GWSG
159
GPS Wealth Strategies Group
Colorado
$1.22M +$1.2M +25,458 +5,799%
Financial Engines Advisors
160
Financial Engines Advisors
California
$1.22M +$11.5K +243 +0.9%
FWM
161
Fingerlakes Wealth Management
New York
$1.2M +$18K +381 +2%
RC
162
Roundview Capital
New Jersey
$1.19M -$32.4K -688 -3%
QWM
163
QP Wealth Management
New Jersey
$1.17M -$23.4K -496 -2%
AFP
164
Ausdal Financial Partners
Iowa
$1.15M +$142K +3,015 +14%
SAM
165
S.A. Mason
Michigan
$1.14M +$96.4K +2,045 +9%
RJA
166
Raymond James & Associates
Florida
$1.13M +$10.4K +220 +0.9%
RCM
167
Raleigh Capital Management
North Carolina
$1.13M +$128K +2,709 +13%
Mariner
168
Mariner
Kansas
$1.12M +$432K +9,152 +63%
FMN
169
Financial Management Network
California
$1.1M -$2.18K -46 -0.2%
KWM
170
Kingsview Wealth Management
Oregon
$1.07M +$40.8K +866 +4%
FPWM
171
FSB Premier Wealth Management
Iowa
$1.06M -$19.8K -439 -2%
WPC
172
Wedmont Private Capital
Pennsylvania
$1.06M – – –
WJWM
173
Williams Jones Wealth Management
New York
$1.04M +$250K +5,298 +32%
CWM
174
Congress Wealth Management
Massachusetts
$1.04M -$2.43M -51,446 -70%
BCM
175
Brookstone Capital Management
Illinois
$1.03M -$1.14M -25,064 -53%
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7
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