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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.18B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
21
Increased
108
Reduced
54
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$564M
2
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$5.52M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.31M
4
GM
4
GeoWealth Management
Illinois
$2.47M
5
RA
5
RFG Advisory
Alabama
$7.74M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.64M
2
HIM
2
Hanlon Investment Management
New Jersey
$8.13M
3
CCFM
3
Clear Creek Financial Management
Washington
$12.2M
4
Jane Street
4
Jane Street
New York
$903K
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
226
Braun-Bostich & Associates
Pennsylvania
– -$254K -7,459 Closed
Deutsche Bank
227
Deutsche Bank
Germany
– -$217K -6,380 Closed
RFA
228
Reilly Financial Advisors
California
– -$112K -3,296 Closed
RCAG
229
Rehmann Capital Advisory Group
Michigan
– -$79.2K -2,324 Closed
MWM
230
Meridian Wealth Management
Kentucky
– -$430 -1,261 Closed
KCPG
231
Kavar Capital Partners Group
Kansas
– -$27K -778 Closed
LWM
232
Liberty Wealth Management
California
– -$15K -436 Closed
NFG
233
Next Financial Group
Texas
– -$2K -52 Closed
6 7 8 9
10