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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 %
CIAS
201
CFS Investment Advisory Services
New Jersey
$596K +$580K +580,181 +3,674%
OPS
202
Orion Portfolio Solutions
Nebraska
$589K +$27.2K +706 +5%
SMA
203
Sage Mountain Advisors
Georgia
$585K – – –
BCI
204
Brinker Capital Investments
Pennsylvania
$578K -$7.94K -206 -1%
APP
205
Avantax Planning Partners
Iowa
$576K +$154 +4 +0%
CWM
206
Congress Wealth Management
Massachusetts
$575K +$55.6K +1,443 +11%
CI
207
CX Institutional
Indiana
$573K -$4.51M -116,857 -89%
GL
208
Graypoint LLC
New York
$573K – – –
TFCP
209
Twin Focus Capital Partners
Massachusetts
$567K – – –
AWM
210
Axxcess Wealth Management
California
$566K +$54.7K +1,418 +11%
SAS
211
SMI Advisory Services
Indiana
$544K +$344K +8,917 +172%
ISWM
212
Independent Solutions Wealth Management
New York
$543K +$202K +5,237 +59%
T
213
TRUADVICE
Florida
$542K -$27K -632 -5%
HGERS
214
Householder Group Estate & Retirement Specialist
Arizona
$539K -$33.4K -866 -6%
CAG
215
Csenge Advisory Group
Florida
$530K -$36.4K -944 -6%
LWM
216
Laidlaw Wealth Management
New York
$528K +$47.1K +1,221 +10%
PWM
217
Penobscot Wealth Management
Maine
$522K -$14.3K -370 -3%
FIM
218
Fernwood Investment Management
Massachusetts
$522K – – –
NFP
219
Narus Financial Partners
Utah
$513K +$13.8K +357 +3%
RCM
220
Raleigh Capital Management
North Carolina
$501K -$117K -3,042 -19%
SMC
221
Smith, Moore & Co
Missouri
$496K – – –
JPMPWA
222
J.P. Morgan Private Wealth Advisors
California
$476K -$5.02K -130 -1%
FPW
223
Flagship Private Wealth
Massachusetts
$471K -$56.7K -1,471 -11%
KPW
224
Kore Private Wealth
New York
$469K – – –
TA
225
TKG Advisors
Indiana
$458K +$129K +3,359 +39%
7 8
9
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