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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 %
OPS
201
Orion Portfolio Solutions
Nebraska
$578K +$48.4K +1,220 +9%
PWM
202
Penobscot Wealth Management
Maine
$552K +$25.6K +644 +5%
FPW
203
Flagship Private Wealth
Massachusetts
$543K -$29.8K -750 -5%
FIM
204
Fernwood Investment Management
Massachusetts
$537K – – –
CWM
205
Congress Wealth Management
Massachusetts
$535K -$338K -8,519 -39%
AWM
206
Axxcess Wealth Management
California
$526K +$241K +6,072 +84%
CB
207
Commerce Bank
Missouri
$524K +$170K +4,284 +48%
NFP
208
Narus Financial Partners
Utah
$514K -$11K -276 -2%
SMC
209
Smith, Moore & Co
Missouri
$510K -$133K -3,360 -21%
MF
210
Meridian Financial
Massachusetts
$498K +$498K +12,558 New
LWM
211
Laidlaw Wealth Management
New York
$495K +$2.3K +58 +0.5%
JPMPWA
212
J.P. Morgan Private Wealth Advisors
California
$495K +$91.5K +2,304 +23%
ACM
213
Altrius Capital Management
North Carolina
$487K +$487K +12,279 New
KPW
214
Kore Private Wealth
New York
$483K – – –
CCFCSB
215
Cape Cod Five Cents Savings Bank
Massachusetts
$472K -$600K -15,143 -56%
FWP
216
Falcon Wealth Planning
California
$470K – – –
CSPIA
217
Cary Street Partners Investment Advisory
Virginia
$470K +$470K +11,849 New
Millennium Management
218
Millennium Management
New York
$466K +$466K +11,734 New
MWAM
219
Manhattan West Asset Management
California
$444K +$444K +11,186 New
FHA
220
Flagship Harbor Advisors
Massachusetts
$436K -$748K -18,851 -63%
CCM
221
Coldstream Capital Management
Washington
$433K -$15.6K -394 -3%
Chevy Chase Trust
222
Chevy Chase Trust
Maryland
$427K -$32.7K -824 -7%
AWM
223
Avior Wealth Management
Nebraska
$420K +$10.5K +264 +3%
SW
224
Simplicity Wealth
New Jersey
$416K -$334K -8,426 -45%
EFL
225
ERn Financial LLC
Wisconsin
$415K -$46K -1,161 -10%
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