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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$2.09B 42,057,764 +3,782,474 +10%
VA
2
Valmark Advisers
Ohio
$334M 6,718,228 -10,822 -0.2%
TA
3
Tiedemann Advisors
New York
$333M 6,702,683 -280,070 -4%
LPL Financial
4
LPL Financial
California
$310M 6,240,633 +46,111 +0.7%
HI
5
Horizon Investments
North Carolina
$145M 2,907,013 +2,612,643 +888%
Osaic Holdings
6
Osaic Holdings
Arizona
$81.5M 1,637,371 +1,116,822 +215%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$70.2M 1,411,475 +488,611 +53%
PI
8
PFS Investments
Georgia
$56.8M 1,142,787 +1,142,787 New
Wells Fargo
9
Wells Fargo
California
$56.7M 1,140,252 +505,012 +79%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$46.9M 942,342 +33,611 +4%
Morgan Stanley
11
Morgan Stanley
New York
$45.4M 912,839 +188,235 +26%
RA
12
RFG Advisory
Alabama
$41.7M 838,099 +135,929 +19%
WFPG
13
Waller Financial Planning Group
Ohio
$39.1M 786,685 +12,516 +2%
PAG
14
Private Advisor Group
New Jersey
$39.1M 785,601 +51,629 +7%
ACM
15
AlphaStar Capital Management
North Carolina
$30.2M 619,554 -147,012 -19%
GLA
16
Good Life Advisors
Pennsylvania
$29.7M 597,889 +16,583 +3%
FWM
17
Frontier Wealth Management
Missouri
$29M 583,014 +9,964 +2%
AssetMark Inc
18
AssetMark Inc
California
$25.5M 512,338 +27,665 +6%
KOC
19
Koss-Olinger Consulting
Florida
$24.8M 498,962 +3,750 +0.8%
PWA
20
Peterson Wealth Advisors
Utah
$24.6M 494,976 +28,921 +6%
MWPCG
21
Measured Wealth Private Client Group
New Hampshire
$24.2M 487,279 +19,018 +4%
FFS
22
Founders Financial Securities
Maryland
$19M 381,242 +86,592 +29%
HighTower Advisors
23
HighTower Advisors
Illinois
$18.2M 366,967 +194,773 +113%
AIM
24
Astor Investment Management
Illinois
$18.2M 366,131 +366,131 New
ODFS
25
O'Donnell Financial Services
California
$17.5M 387,948 +15,173 +4%
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