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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 %
SWA
151
Stratos Wealth Advisors
Ohio
$1.18M -$452K -11,732 -28%
JCM
152
Jacobi Capital Management
Pennsylvania
$1.18M +$26K +673 +2%
BWFA
153
Baltimore-Washington Financial Advisors
Maryland
$1.17M -$21.5K -546 -2%
CA
154
CoreCap Advisors
Michigan
$1.17M +$863K +22,371 +283%
EFS
155
Econ Financial Services
Pennsylvania
$1.15M +$1.15M +29,851 New
WFA
156
Wipfli Financial Advisors
Wisconsin
$1.12M +$439K +11,370 +64%
RC
157
Roundview Capital
New Jersey
$1.06M +$30.7K +796 +3%
WIM
158
WealthPlan Investment Management
Nebraska
$1.06M +$1.06M +24,320 New
MCWS
159
McKinley Carter Wealth Services
West Virginia
$1.04M -$64.9K -1,683 -6%
Financial Engines Advisors
160
Financial Engines Advisors
California
$1.02M +$28.5K +739 +3%
RWP
161
Revolve Wealth Partners
New Jersey
$1.01M -$2.32K -60 -0.2%
FWM
162
Fingerlakes Wealth Management
New York
$1M +$4.2K +109 +0.4%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$1M -$64.8K -1,681 -6%
PPP
164
Private Portfolio Partners
New Jersey
$990K +$990K +25,669 New
RJA
165
Raymond James & Associates
Florida
$960K +$49.8K +1,292 +5%
FMN
166
Financial Management Network
California
$946K -$20.6K -500 -2%
FCI
167
Financial Counselors Inc
Kansas
$945K -$67.8K -1,757 -7%
KWM
168
Kingsview Wealth Management
Oregon
$944K -$22.4K -581 -2%
SAM
169
S.A. Mason
Michigan
$938K +$4.82K +125 +0.5%
WP
170
WealthSource Partners
California
$935K +$935K +24,242 New
TDWM
171
Topel & Distasi Wealth Management
California
$932K – – –
FC
172
Financial Consulate
Maryland
$922K -$117K -3,025 -11%
FPWM
173
FSB Premier Wealth Management
Iowa
$895K +$6.4K +166 +0.7%
QWM
174
QP Wealth Management
New Jersey
$870K -$32.2K -829 -4%
MWM
175
Modera Wealth Management
New Jersey
$864K -$214K -5,544 -20%
5 6
7
8 9