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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

226 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
4.65%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
40
Increased
98
Reduced
68
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$713M
2
TA
2
Tiedemann Advisors
New York
$236M
3
UBS Group
3
UBS Group
Switzerland
$75.1M
4
VA
4
Valmark Advisers
Ohio
$256M
5
LPL Financial
5
LPL Financial
California
$67.6M

Top Sellers

1
NAS
1
Nicolet Advisory Services
Wisconsin
$6.2M
2
SCA
2
Spearhead Capital Advisors
Florida
$0
3
William Blair & Company
3
William Blair & Company
Illinois
$25K
4
Ameriprise
4
Ameriprise
Minnesota
$7.91M
5
SRSA
5
S.R. Schill & Associates
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
226
Buckingham Strategic Wealth
Missouri
– -$760K -29,986 Closed
B
227
Brightworth
Georgia
– -$665K -26,236 Closed
TI
228
Trexquant Investment
Connecticut
– -$555K -21,914 Closed
FGAM
229
Financial Gravity Asset Management
Texas
– -$551 -21,750 Closed
AI
230
Atria Investments
North Carolina
– -$504K -19,881 Closed
TC
231
Trilogy Capital
California
– -$522K -18,419 Closed
HSA
232
HBK Sorce Advisory
Pennsylvania
– -$381K -15,061 Closed
AF
233
Affiance Financial
Minnesota
– -$289K -11,401 Closed
Mariner
234
Mariner
Kansas
– -$280K -11,052 Closed
PEA
235
Pacific Edge Advisors
California
– -$280K -11,050 Closed
Jane Street
236
Jane Street
New York
– -$275K -10,851 Closed
RCAG
237
Rehmann Capital Advisory Group
Michigan
– -$272K -10,413 Closed
SW
238
SlateStone Wealth
Florida
– -$251K -9,902 Closed
C1AG
239
Client 1st Advisory Group
Florida
– -$231K -9,124 Closed
CPA
240
Clear Perspective Advisors
Illinois
– -$201K -7,925 Closed
SFM
241
Signet Financial Management
New Jersey
– -$223K -7,908 Closed
WKWM
242
Walter & Keenan Wealth Management
Indiana
– -$239K -6,593 Closed
ACA
243
Aptus Capital Advisors
Alabama
– -$96K -3,808 Closed
QAM
244
QCI Asset Management
New York
– -$82K -3,225 Closed
SFS
245
Sowell Financial Services
Arkansas
– -$76K -3,016 Closed
AIS
246
Accurate Investment Solutions
Pennsylvania
– -$24K -938 Closed
SWA
247
Stratos Wealth Advisors
Ohio
– -$20K -775 Closed
AIC
248
Ameritas Investment Company
Nebraska
– -$12K -500 Closed
GSWM
249
Golden State Wealth Management
California
– -$12K -474 Closed
EWM
250
EPG Wealth Management
Georgia
– -$9K -371 Closed
7 8 9
10
11