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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.

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
1
Creative Planning
Kansas
$1.87B
2
LPL Financial
2
LPL Financial
California
$336M
3
KOC
3
Koss-Olinger Consulting
Florida
$34.8M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$12.9M
5
RWM
5
Reston Wealth Management
Virginia
$8.44M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$0
2
DA
2
Detalus Advisors
Missouri
$1.2M
3
RA
3
RFG Advisory
Alabama
$36.9M
4
CI
4
CX Institutional
Indiana
$573K
5
ACM
5
AlphaStar Capital Management
North Carolina
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.87B 48,394,287 +2,485,734 +5%
LPL Financial
2
LPL Financial
California
$336M 8,702,089 +930,812 +12%
VA
3
Valmark Advisers
Ohio
$278M 7,208,482 +44,780 +0.6%
TA
4
Tiedemann Advisors
New York
$264M 6,835,147 -75,596 -1%
Osaic Holdings
5
Osaic Holdings
Arizona
$64.2M 1,665,011 -11,698 -0.7%
Morgan Stanley
6
Morgan Stanley
New York
$44.2M 1,145,200 +65,810 +6%
PAG
7
Private Advisor Group
New Jersey
$39.4M 1,021,305 +131,030 +15%
RA
8
RFG Advisory
Alabama
$36.9M 866,856 -126,300 -13%
KOC
9
Koss-Olinger Consulting
Florida
$34.8M 903,191 +377,461 +72%
WFPG
10
Waller Financial Planning Group
Ohio
$30.6M 792,964 +5,272 +0.7%
CWM
11
Cornerstone Wealth Management
Missouri
$30.1M 779,515 -19,776 -2%
Wells Fargo
12
Wells Fargo
California
$28.5M 739,322 -48,084 -6%
HighTower Advisors
13
HighTower Advisors
Illinois
$26.6M 690,891 +170,830 +33%
IA
14
IFP Advisors
Florida
$25.1M 299,841 +69,042 +30%
AssetMark Inc
15
AssetMark Inc
California
$23.1M 600,163 -57,005 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$22.2M 575,575 -28,931 -5%
GLA
17
Good Life Advisors
Pennsylvania
$21.8M 565,738 +16,759 +3%
PWA
18
Peterson Wealth Advisors
Utah
$20.6M 535,177 -2,971 -0.6%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$19.3M 500,363 -52,377 -9%
UBS Group
20
UBS Group
Switzerland
$15.5M 402,562 +86,029 +27%
APWA
21
Atlas Private Wealth Advisors
New Jersey
$14.6M 378,798 +58,219 +18%
GVAG
22
Great Valley Advisor Group
Delaware
$13.4M 347,212 +9,306 +3%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$12.9M 333,287 +331,034 +14,693%
FSG
24
Financial Strategies Group
Michigan
$12.5M 324,011 +1,093 +0.3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$12.4M 321,624 +97,586 +44%
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