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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.15B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-33
Holders Change %
-13.15%
% of All Funds
4.82%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
37
Increased
88
Reduced
74
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
Valmark Advisers
Ohio
$158M
2
TA
Tiedemann Advisors
New York
$120M
3
LPL Financial
LPL Financial
California
$20.5M
4
MHS
M Holdings Securities
Oregon
$9.73M
5
SCA
Spearhead Capital Advisors
Florida
$8.19M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$0
2
RJA
Raymond James & Associates
Florida
$0
3
WA
Waddell & Associates
Tennessee
$380K
4
MW
Marcum Wealth
Ohio
$0
5
EWM
Executive Wealth Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
226
Mokosak Advisory Group
Iowa
– -$2.99M -82,454 Closed
SA
227
Stewardship Advisors
Pennsylvania
– -$2.99M -82,385 Closed
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
– -$2.28M -63,030 Closed
CA
229
Corrado Advisors
New Jersey
– -$1.65M -45,409 Closed
TYCC
230
Texas Yale Capital Corp
Florida
– -$1.5M -41,356 Closed
AWA
231
Arete Wealth Advisors
Illinois
– -$1.27M -34,970 Closed
FFA
232
First Foundation Advisors
California
– -$1.2M -33,052 Closed
LF
233
Lantz Financial
Illinois
– -$1.11M -30,758 Closed
GM
234
GeoWealth Management
Illinois
– -$1.03M -28,359 Closed
CA
235
Crumly & Associates
Illinois
– -$804K -22,204 Closed
SMG
236
Smart Money Group
Texas
– -$804K -22,171 Closed
RFN
237
RDA Financial Network
Iowa
– -$701K -19,500 Closed
BIP
238
Blueprint Investment Partners
North Carolina
– -$695K -19,176 Closed
CCM
239
Coldstream Capital Management
Washington
– -$592K -16,328 Closed
MSAM
240
Moloney Securities Asset Management
Missouri
– -$581K -16,037 Closed
TRCT
241
Tower Research Capital (TRC)
New York
– -$567K -15,651 Closed
LFS
242
Lutz Financial Services
Nebraska
– -$427K -11,795 Closed
LWAC
243
Laurel Wealth Advisors (California)
California
– -$416K -11,493 Closed
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
– -$409K -11,296 Closed
AA
245
Alesco Advisors
New York
– -$364K -10,039 Closed
WWM
246
Windsor Wealth Management
Indiana
– -$342K -9,428 Closed
PWM
247
Perigon Wealth Management
California
– -$322K -8,904 Closed
GC
248
Grimes & Company
Massachusetts
– -$316K -8,713 Closed
CL
249
Cabana LLC
Arkansas
– -$271K -7,470 Closed
RIA
250
Regal Investment Advisors
Michigan
– -$266K -7,344 Closed
8 9
10
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