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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 %
WPC
176
Wedmont Private Capital
Pennsylvania
$859K – – –
WJWM
177
Williams Jones Wealth Management
New York
$849K – – –
CGA
178
Crescent Grove Advisors
Illinois
$840K +$595K +15,437 +243%
FC
179
Forte Capital
New York
$805K +$18.8K +488 +2%
WMR
180
Wealth Management Resources
Rhode Island
$796K +$139K +3,611 +21%
CWMGP
181
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$771K +$30.4K +788 +4%
BWG
182
Beta Wealth Group
California
$760K +$77 +2 +0%
FLPIM
183
F.L. Putnam Investment Management
Massachusetts
$752K -$340K -8,820 -31%
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$749K +$19.8K +511 +3%
DSC
185
Duncker Streett & Co
Missouri
$736K +$39 +1 +0%
CW
186
CreativeOne Wealth
Kansas
$730K -$79.4K -2,059 -10%
JPG
187
Jordan Park Group
California
$730K -$22.8K -591 -3%
SIAP
188
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$730K -$2.89K -75 -0.4%
OGF
189
Orin Green Financial
California
$703K -$39.7K -1,034 -5%
FFW
190
Fusion Family Wealth
New York
$687K – – –
ACP
191
Aveo Capital Partners
Colorado
$679K -$14.7K -382 -2%
FFG
192
Ford Financial Group
California
$679K +$679K +17,631 New
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$664K -$61.7K -1,600 -8%
BCM
194
Brookstone Capital Management
Illinois
$659K -$138K -3,490 -17%
Bessemer Group
195
Bessemer Group
New Jersey
$643K -$1.93K -50 -0.3%
Truist Financial
196
Truist Financial
North Carolina
$630K +$32.1K +831 +5%
BCFS
197
Butensky & Cohen Financial Security
Florida
$630K +$52.6K +1,364 +9%
MF
198
Meridian Financial
Massachusetts
$626K +$142K +3,670 +29%
Renaissance Technologies
199
Renaissance Technologies
New York
$621K -$436K -11,300 -41%
MWAM
200
Manhattan West Asset Management
California
$608K +$177K +4,593 +41%
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