SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF

428 hedge funds and large institutions have $6.42B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+47
Holders Change %
+12.34%
% of All Funds
6.91%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.52%
New
77
Increased
158
Reduced
144
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
DSC
201
Duncker Streett & Co
Missouri
$812K +$43 +1 +0%
BWG
202
Beta Wealth Group
California
$806K -$31.8K -748 -4%
ACP
203
Aveo Capital Partners
Colorado
$792K +$44.5K +1,047 +6%
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$790K +$790K +18,598 New
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$783K -$40.3K -944 -5%
OGF
206
Orin Green Financial
California
$777K -$1.62K -38 -0.2%
Bessemer Group
207
Bessemer Group
New Jersey
$763K +$52.5K +1,235 +7%
JPG
208
Jordan Park Group
California
$753K -$51.4K -1,209 -6%
CW
209
CreativeOne Wealth
Kansas
$743K -$61.4K -1,444 -8%
BCFS
210
Butensky & Cohen Financial Security
Florida
$738K +$43.6K +1,025 +6%
CWM
211
Compass Wealth Management
Connecticut
$736K +$736K +17,308 New
CWMGP
212
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$720K -$130K -3,067 -15%
MF
213
Meridian Financial
Massachusetts
$718K +$28.3K +665 +4%
EFH
214
Eaton Financial Holdings
Florida
$683K +$683K +16,065 New
OPS
215
Orion Portfolio Solutions
Nebraska
$672K +$22.8K +537 +4%
BCM
216
Brookstone Capital Management
Illinois
$668K -$60.2K -1,381 -8%
SIAS
217
Summit Investment Advisory Services
Minnesota
$652K +$652K +15,343 New
Truist Financial
218
Truist Financial
North Carolina
$650K -$44.4K -1,044 -6%
MWM
219
Modera Wealth Management
New Jersey
$636K -$316K -7,443 -33%
APP
220
Avantax Planning Partners
Iowa
$635K -$85 -2 -0%
FFW
221
Fusion Family Wealth
New York
$633K
BCI
222
Brinker Capital Investments
Pennsylvania
$633K -$4.93K -116 -0.8%
GL
223
Graypoint LLC
New York
$631K
PWM
224
Penobscot Wealth Management
Maine
$620K +$45.3K +1,066 +8%
TFCP
225
Twin Focus Capital Partners
Massachusetts
$612K -$12.8K -300 -2%