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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.

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
MHS
5
M Holdings Securities
Oregon
$15.7M

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$2.11B 44,694,016 +2,636,252 +6%
LPL Financial
2
LPL Financial
California
$319M 6,755,096 +514,463 +8%
VA
3
Valmark Advisers
Ohio
$318M 6,752,720 +34,492 +0.5%
TA
4
Tiedemann Advisors
New York
$307M 6,502,735 -199,948 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$77.4M 1,709,231 +71,860 +4%
Wells Fargo
6
Wells Fargo
California
$63.2M 1,340,182 +199,930 +18%
UBS Group
7
UBS Group
Switzerland
$52.5M 1,113,231 +799,855 +255%
RA
8
RFG Advisory
Alabama
$45.7M 968,417 +130,318 +16%
Morgan Stanley
9
Morgan Stanley
New York
$44.5M 942,689 +29,850 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$41.6M 882,518 -528,957 -37%
WFPG
11
Waller Financial Planning Group
Ohio
$38.1M 807,870 +21,185 +3%
PAG
12
Private Advisor Group
New Jersey
$34.5M 730,926 -54,675 -7%
CWM
13
Cornerstone Wealth Management
Missouri
$32.7M 692,576 +683,321 +7,383%
FWM
14
Frontier Wealth Management
Missouri
$31.8M 698,326 +115,312 +20%
AssetMark Inc
15
AssetMark Inc
California
$30.7M 650,899 +138,561 +27%
ACM
16
AlphaStar Capital Management
North Carolina
$26.9M 569,683 -49,871 -8%
GLA
17
Good Life Advisors
Pennsylvania
$26.5M 562,660 -35,229 -6%
PWA
18
Peterson Wealth Advisors
Utah
$24.1M 510,195 +15,219 +3%
KOC
19
Koss-Olinger Consulting
Florida
$23.9M 507,009 +8,047 +2%
MWPCG
20
Measured Wealth Private Client Group
New Hampshire
$22.9M 485,391 -1,888 -0.4%
IA
21
IFP Advisors
Florida
$19.3M 230,799 +165,438 +253%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$19.1M 404,632 +69,850 +21%
HighTower Advisors
23
HighTower Advisors
Illinois
$18.4M 390,517 +23,550 +6%
AIM
24
Astor Investment Management
Illinois
$17.1M 363,286 -2,845 -0.8%
Bank of America
25
Bank of America
North Carolina
$16.8M 355,966 +43,588 +14%
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