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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 %
FWM
151
Fingerlakes Wealth Management
New York
$1.03M +$15.7K +396 +2%
Financial Engines Advisors
152
Financial Engines Advisors
California
$1.02M -$8.01K -202 -0.8%
KWM
153
Kingsview Wealth Management
Oregon
$994K +$94.7K +2,388 +11%
GWSG
154
GPS Wealth Strategies Group
Colorado
$989K -$38.8K -977 -4%
SAM
155
S.A. Mason
Michigan
$961K +$2.42K +61 +0.3%
FMN
156
Financial Management Network
California
$942K +$5.82K +145 +0.6%
RJA
157
Raymond James & Associates
Florida
$937K -$14.7K -370 -2%
QWM
158
QP Wealth Management
New Jersey
$922K -$61.2K -1,541 -6%
FPWM
159
FSB Premier Wealth Management
Iowa
$914K -$18.1K -457 -2%
TF
160
TRH Financial
Iowa
$893K -$447K -11,271 -33%
SAM
161
Smithbridge Asset Management
Pennsylvania
$891K +$891K +22,450 New
WPC
162
Wedmont Private Capital
Pennsylvania
$884K – – –
WJWM
163
Williams Jones Wealth Management
New York
$874K – – –
TDWM
164
Topel & Distasi Wealth Management
California
$843K – – –
CW
165
CreativeOne Wealth
Kansas
$833K -$518K -13,061 -38%
BCM
166
Brookstone Capital Management
Illinois
$821K -$92K -2,264 -10%
WA
167
Waddell & Associates
Tennessee
$813K +$418K +10,524 +106%
FC
168
Forte Capital
New York
$809K -$216K -5,430 -21%
LWMG
169
Levy Wealth Management Group
Pennsylvania
$798K +$798K +20,117 New
MFG
170
Merit Financial Group
Georgia
$787K +$533K +13,421 +210%
BWG
171
Beta Wealth Group
California
$782K -$9.01K -227 -1%
JPG
172
Jordan Park Group
California
$775K -$5.64K -142 -0.7%
OGF
173
Orin Green Financial
California
$772K -$31.4K -788 -4%
Mariner
174
Mariner
Kansas
$765K -$175K -4,413 -19%
CWMGP
175
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$763K +$50.7K +1,278 +7%
5 6
7
8 9