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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 %
GWAG
201
Garrett Wealth Advisory Group
Texas
$680K -$248K -4,977 -27%
CCP
202
Corient Capital Partners
California
$680K -$26.6K -534 -4%
FCM
203
Fourpath Capital Management
Oklahoma
$672K +$672K +13,508 New
FIM
204
Fernwood Investment Management
Massachusetts
$668K +$6.22K +125 +0.9%
ASN
205
Advisory Services Network
Georgia
$659K +$198K +3,977 +43%
GL
206
Graypoint LLC
New York
$618K – – –
T
207
TRUADVICE
Florida
$617K +$3.56K +76 +0.6%
LWM
208
Laidlaw Wealth Management
New York
$612K +$32.2K +647 +6%
FWP
209
Falcon Wealth Planning
California
$607K – – –
KPW
210
Kore Private Wealth
New York
$605K – – –
BIP
211
Blueprint Investment Partners
North Carolina
$588K -$21.5K -433 -4%
BRWA
212
B. Riley Wealth Advisors
Florida
$585K +$585K +11,758 New
CCM
213
Coldstream Capital Management
Washington
$562K +$562K +11,297 New
AWA
214
Arkadios Wealth Advisors
Georgia
$557K +$557K +11,195 New
ACP
215
Aveo Capital Partners
Colorado
$554K +$29K +584 +6%
WOSD
216
WFA of San Diego
California
$537K -$4.08K -82 -0.8%
EFL
217
ERn Financial LLC
Wisconsin
$537K +$31.6K +636 +6%
SWA
218
Stratos Wealth Advisors
Ohio
$537K +$82.2K +1,651 +18%
AWM
219
Avior Wealth Management
Nebraska
$527K -$29.4K -591 -5%
OPS
220
Orion Portfolio Solutions
Nebraska
$523K +$242K +4,864 +86%
DHFB
221
Dixon Hubard Feinour & Brown
Virginia
$514K +$514K +10,324 New
VBFP
222
Valtinson Bruner Financial Planning
Minnesota
$490K -$5.37K -108 -1%
AC
223
Apella Capital
Connecticut
$470K -$571K -11,486 -55%
CWM
224
Cornerstone Wealth Management
Missouri
$462K +$68.8K +1,378 +17%
BW
225
Bison Wealth
Georgia
$459K +$1.69K +34 +0.4%
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