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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 %
DSC
176
Duncker Streett & Co
Missouri
$758K -$6.59K -166 -0.9%
PWA
177
PCG Wealth Advisors
Kansas
$754K -$3.1K -78 -0.4%
SIAP
178
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$754K +$11.9K +300 +2%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$747K +$5.87K +148 +0.8%
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$745K +$15.2K +382 +2%
Royal Bank of Canada
181
Royal Bank of Canada
Ontario, Canada
$737K -$1.43M -36,033 -66%
CCP
182
Corient Capital Partners
California
$717K +$84.1K +2,121 +13%
ACP
183
Aveo Capital Partners
Colorado
$714K +$102K +2,568 +17%
WFA
184
Wipfli Financial Advisors
Wisconsin
$701K +$78.5K +1,978 +13%
WMR
185
Wealth Management Resources
Rhode Island
$677K +$1.07K +27 +0.2%
Bessemer Group
186
Bessemer Group
New Jersey
$665K +$624K +15,714 +1,514%
RCM
187
Raleigh Capital Management
North Carolina
$637K -$314K -7,896 -33%
CIAS
188
CFS Investment Advisory Services
New Jersey
$627K -$41M -1,031,769 -98%
Truist Financial
189
Truist Financial
North Carolina
$615K +$6.03K +152 +1%
B
190
Bensler
Washington
$614K +$347K +8,749 +130%
BCI
191
Brinker Capital Investments
Pennsylvania
$603K -$15.4K -389 -2%
SMA
192
Sage Mountain Advisors
Georgia
$602K – – –
BCFS
193
Butensky & Cohen Financial Security
Florida
$594K +$594K +14,972 New
APP
194
Avantax Planning Partners
Iowa
$593K -$357 -9 -0.1%
FFW
195
Fusion Family Wealth
New York
$591K – – –
HGERS
196
Householder Group Estate & Retirement Specialist
Arizona
$590K +$2.7K +68 +0.5%
GL
197
Graypoint LLC
New York
$590K +$96.6K +2,432 +20%
TFCP
198
Twin Focus Capital Partners
Massachusetts
$583K – – –
CAG
199
Csenge Advisory Group
Florida
$582K +$40.8K +1,028 +8%
T
200
TRUADVICE
Florida
$581K +$3.01K +69 +0.5%
6 7
8
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