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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.

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
1
Creative Planning
Kansas
$1.82B
2
LPL Financial
2
LPL Financial
California
$308M
3
VA
3
Valmark Advisers
Ohio
$284M
4
TA
4
Tiedemann Advisors
New York
$274M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$12.7M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$627K
2
UBS Group
2
UBS Group
Switzerland
$12.6M
3
Wells Fargo
3
Wells Fargo
California
$31.3M
4
AIM
4
Astor Investment Management
Illinois
$0
5
FWM
5
Frontier Wealth Management
Missouri
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.82B 45,908,553 +1,214,537 +3%
LPL Financial
2
LPL Financial
California
$308M 7,771,277 +1,016,181 +15%
VA
3
Valmark Advisers
Ohio
$284M 7,163,702 +410,982 +6%
TA
4
Tiedemann Advisors
New York
$274M 6,910,743 +408,008 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$66.6M 1,676,709 -32,522 -2%
RA
6
RFG Advisory
Alabama
$43.6M 993,156 +24,739 +3%
Morgan Stanley
7
Morgan Stanley
New York
$42.8M 1,079,390 +136,701 +15%
PAG
8
Private Advisor Group
New Jersey
$35.3M 890,275 +159,349 +22%
CWM
9
Cornerstone Wealth Management
Missouri
$31.7M 799,291 +106,715 +15%
WFPG
10
Waller Financial Planning Group
Ohio
$31.3M 787,692 -20,178 -2%
Wells Fargo
11
Wells Fargo
California
$31.3M 787,406 -552,776 -41%
AssetMark Inc
12
AssetMark Inc
California
$26.1M 657,168 +6,269 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$24M 604,506 -278,012 -32%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$21.9M 552,740 +148,108 +37%
GLA
15
Good Life Advisors
Pennsylvania
$21.8M 548,979 -13,681 -2%
PWA
16
Peterson Wealth Advisors
Utah
$21.4M 538,148 +27,953 +5%
KOC
17
Koss-Olinger Consulting
Florida
$20.9M 525,730 +18,721 +4%
HighTower Advisors
18
HighTower Advisors
Illinois
$20.7M 520,061 +129,544 +33%
IA
19
IFP Advisors
Florida
$19.3M 230,799 – –
FWM
20
Frontier Wealth Management
Missouri
$15.2M 383,937 -314,389 -45%
ACM
21
AlphaStar Capital Management
North Carolina
$14.8M 372,174 -197,509 -35%
MWPCG
22
Measured Wealth Private Client Group
New Hampshire
$13.6M 341,622 -143,769 -30%
GVAG
23
Great Valley Advisor Group
Delaware
$13.4M 337,906 +19,227 +6%
FSG
24
Financial Strategies Group
Michigan
$12.8M 322,918 +3,289 +1%
APWA
25
Atlas Private Wealth Advisors
New Jersey
$12.7M 320,579 +320,579 New
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