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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

393 hedge funds and large institutions have $4.51B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+7
Holders Change %
+1.81%
% of All Funds
6.22%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.46%
New
48
Increased
171
Reduced
123
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.11B
2
UBS Group
2
UBS Group
Switzerland
$52.5M
3
CWM
3
Cornerstone Wealth Management
Missouri
$32.7M
4
LPL Financial
4
LPL Financial
California
$319M
5
IA
5
IFP Advisors
Florida
$19.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$13.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.6M
5
FFS
5
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFW
201
Fusion Family Wealth
New York
$702K – – –
HGERS
202
Householder Group Estate & Retirement Specialist
Arizona
$698K -$14.6K -309 -2%
TFCP
203
Twin Focus Capital Partners
Massachusetts
$693K – – –
RWM
204
Reston Wealth Management
Virginia
$691K +$9.05K +192 +1%
FPW
205
Flagship Private Wealth
Massachusetts
$681K -$447K -9,475 -40%
CAG
206
Csenge Advisory Group
Florida
$644K +$247K +5,229 +62%
FIM
207
Fernwood Investment Management
Massachusetts
$638K +$4.72K +100 +0.7%
GWAG
208
Garrett Wealth Advisory Group
Texas
$635K -$9.95K -211 -2%
OPS
209
Orion Portfolio Solutions
Nebraska
$630K +$134K +2,842 +27%
ASN
210
Advisory Services Network
Georgia
$629K +$4.58K +97 +0.7%
PWM
211
Penobscot Wealth Management
Maine
$625K -$953K -20,200 -60%
NFP
212
Narus Financial Partners
Utah
$623K +$623K +13,215 New
GKWIM
213
Gerber Kawasaki Wealth & Investment Management
California
$591K +$157K +3,323 +36%
FCM
214
Fourpath Capital Management
Oklahoma
$588K -$48.9K -1,037 -8%
GL
215
Graypoint LLC
New York
$586K – – –
LWM
216
Laidlaw Wealth Management
New York
$585K +$5.61K +119 +1%
T
217
TRUADVICE
Florida
$583K +$2.47K +56 +0.4%
KPW
218
Kore Private Wealth
New York
$573K – – –
FWP
219
Falcon Wealth Planning
California
$558K -$17.8K -377 -3%
EFL
220
ERn Financial LLC
Wisconsin
$548K +$39.2K +832 +8%
Chevy Chase Trust
221
Chevy Chase Trust
Maryland
$546K +$546K +11,574 New
CCM
222
Coldstream Capital Management
Washington
$533K – – –
AWA
223
Arkadios Wealth Advisors
Georgia
$528K – – –
WOSD
224
WFA of San Diego
California
$489K -$20K -424 -4%
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$489K +$445K +9,451 +1,023%
7 8
9
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