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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

232 hedge funds and large institutions have $2.1B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.69%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
30
Increased
81
Reduced
95
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$818M
2
LPL Financial
2
LPL Financial
California
$93.3M
3
HI
3
Horizon Investments
North Carolina
$19.1M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$28M
5
HIM
5
Hanlon Investment Management
New Jersey
$5.75M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$258M
2
UBS Group
2
UBS Group
Switzerland
$71M
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
HF
4
HRT Financial
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
226
Winch Advisory Services
Wisconsin
$2K -$17K -399 -89%
NFSG
227
Newbridge Financial Services Group
Florida
$1K +$1K +21 New
PA
228
Parallel Advisors
California
$1K +$1K +39 New
Millennium Management
229
Millennium Management
New York
$201 +$201 +6,150 New
CCFM
230
Clear Creek Financial Management
Washington
– -$3.79M -121,315 Closed
HF
231
HRT Financial
New York
– -$3.1M -99,254 Closed
IDA
232
Intelligence Driven Advisers
California
– -$1.65M -52,811 Closed
IWA
233
Inspirion Wealth Advisors
Illinois
– -$1.59M -50,846 Closed
SMFS
234
Squar Milner Financial Services
California
– -$1.55M -49,658 Closed
TA
235
TCG Advisors
Texas
– -$386K -12,368 Closed
PWMG
236
Prestige Wealth Management Group
New Jersey
– -$350K -11,209 Closed
LW
237
Linscomb Wealth
Texas
– -$211K -6,766 Closed
SW
238
SkyOak Wealth
Michigan
– -$208K -6,643 Closed
AMCA
239
Arthur M. Cohen & Associates
Illinois
– -$239K -6,593 Closed
GFPC
240
Global Financial Private Client
Florida
– -$106K -3,429 Closed
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
– -$82K -2,658 Closed
CAN
242
Cetera Advisor Networks
California
– -$47K -1,500 Closed
PA
243
Procyon Advisors
Connecticut
– -$35K -1,123 Closed
TFA
244
Transamerica Financial Advisors
Florida
– -$30K -937 Closed
FANJ
245
Financial Architects (New Jersey)
New Jersey
– -$24K -776 Closed
RCA
246
Rowland Carmichael Advisors
Arizona
– -$7K -227 Closed
MWA
247
MFA Wealth Advisors
Pennsylvania
– -$5.45K -174 Closed
ACA
248
Atlas Capital Advisors
Wyoming
– -$4.94K -158 Closed
OPS
249
Orion Portfolio Solutions
Nebraska
– -$1K -21 Closed
6 7 8 9
10