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

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
WA
3
Waddell & Associates
Tennessee
$380K
4
MW
4
Marcum Wealth
Ohio
$0
5
EWM
5
Executive Wealth Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
251
Lincoln National Corp
Pennsylvania
– -$257K -7,089 Closed
JAWM
252
J. Arnold Wealth Management
Ohio
– -$256K -7,079 Closed
WWM
253
WT Wealth Management
Arizona
– -$253K -7,000 Closed
CCA
254
Cobblestone Capital Advisors
New York
– -$251K -6,920 Closed
MSA
255
Marino Stram & Associates
Massachusetts
– -$248K -6,847 Closed
AWM
256
Altavista Wealth Management
North Carolina
– -$243K -6,715 Closed
JPMPWA
257
J.P. Morgan Private Wealth Advisors
California
– -$234K -6,450 Closed
WP
258
WealthSource Partners
California
– -$232K -6,408 Closed
TCM
259
Telos Capital Management
California
– -$230K -6,357 Closed
BRC
260
Bell Rock Capital
Delaware
– -$223K -6,310 Closed
BAM
261
Belpointe Asset Management
Nevada
– -$224K -6,188 Closed
PA
262
PFG Advisors
Arizona
– -$215K -5,960 Closed
SBH
263
Segall Bryant & Hamill
Illinois
– -$215K -5,931 Closed
AMM
264
American Money Management
California
– -$213K -5,886 Closed
JIC
265
Johnson Investment Counsel
Ohio
– -$204K -5,618 Closed
RMAM
266
Raab & Moskowitz Asset Management
New Jersey
– -$146K -4,043 Closed
VC
267
Vicus Capital
Pennsylvania
– -$139K -3,850 Closed
ACM
268
Anfield Capital Management
California
– -$139K -3,811 Closed
TA
269
TFG Advisers
Michigan
– -$113K -3,127 Closed
IFWM
270
Institute for Wealth Management
Colorado
– -$77K -2,112 Closed
JPMorgan Chase & Co
271
JPMorgan Chase & Co
New York
– -$56K -1,545 Closed
CAC
272
Certified Advisory Corp
Florida
– -$46K -1,268 Closed
NFG
273
Next Financial Group
Texas
– -$33K -900 Closed
Deutsche Bank
274
Deutsche Bank
Germany
– -$22K -616 Closed
HWM
275
Howard Wealth Management
Connecticut
– -$21K -591 Closed
8 9 10
11
12