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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 %
RCM
176
Raleigh Capital Management
North Carolina
$1.06M +$1.06M +21,220 New
SW
177
Simplicity Wealth
New Jersey
$1.02M +$1.02M +20,417 New
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$989K +$333K +6,698 +51%
DSC
179
Duncker Streett & Co
Missouri
$958K – – –
SIAP
180
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$945K – – –
OGF
181
Orin Green Financial
California
$944K -$15.4K -328 -2%
Citadel Advisors
182
Citadel Advisors
Florida
$944K +$104K +2,097 +12%
AWA
183
Alta Wealth Advisors
Massachusetts
$939K +$939K +18,887 New
Jane Street
184
Jane Street
New York
$912K +$912K +18,331 New
IC
185
IEQ Capital
California
$893K +$893K +17,961 New
HF
186
HRT Financial
New York
$872K -$187K -3,769 -18%
CWMGP
187
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$869K +$869K +17,479 New
SMA
188
Sage Mountain Advisors
Georgia
$855K – – –
WJWM
189
Williams Jones Wealth Management
New York
$832K – – –
BCI
190
Brinker Capital Investments
Pennsylvania
$823K -$178K -3,569 -18%
LFAS
191
Level Four Advisory Services
Texas
$760K -$7.27K -146 -0.9%
UAS
192
United Asset Strategies
New York
$752K -$366K -7,360 -33%
SMC
193
Smith, Moore & Co
Missouri
$751K +$5.52K +111 +0.7%
HGERS
194
Householder Group Estate & Retirement Specialist
Arizona
$751K +$751K +15,099 New
APP
195
Avantax Planning Partners
Iowa
$743K -$696 -14 -0.1%
FFW
196
Fusion Family Wealth
New York
$741K – – –
TFCP
197
Twin Focus Capital Partners
Massachusetts
$731K +$14.9K +300 +2%
Mariner
198
Mariner
Kansas
$723K +$186K +3,743 +35%
RWM
199
Reston Wealth Management
Virginia
$719K +$18.9K +381 +3%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$709K -$688K – –
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8
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