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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

107 hedge funds and large institutions have $257M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 45 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+30
Holders Change %
+38.96%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
43
Increased
45
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
1
Hilltop Holdings
Texas
$6.6M
2
PWA
2
Peterson Wealth Advisors
Utah
$7.82M
3
RA
3
RFG Advisory
Alabama
$7.37M
4
WAS
4
Winch Advisory Services
Wisconsin
$5.16M
5
WI
5
WrapManager Inc
California
$4.84M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
FFS
3
Founders Financial Securities
Maryland
$0
4
AIA
4
Allegis Investment Advisors
Idaho
$0
5
SMM
5
Stadion Money Management
Georgia
$85.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.2M +$634K +19,109 +40%
Jane Street
27
Jane Street
New York
$2.05M +$727K +21,932 +55%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.02M +$89.4K +2,703 +5%
BBA
29
Braun-Bostich & Associates
Pennsylvania
$2.01M +$222K +6,684 +12%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.99M +$1.34M +40,548 +208%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.95M +$1.59M +47,926 +444%
UBS Group
32
UBS Group
Switzerland
$1.91M +$182K +5,501 +11%
CA
33
Corrado Advisors
New Jersey
$1.91M +$1.91M +57,466 New
TRCT
34
Tower Research Capital (TRC)
New York
$1.9M +$1.9M +57,197 New
Morgan Stanley
35
Morgan Stanley
New York
$1.89M +$552K +16,646 +41%
JFA
36
JNBA Financial Advisors
Minnesota
$1.86M +$963K +29,050 +107%
Bank of America
37
Bank of America
North Carolina
$1.64M +$575K +17,344 +54%
CA
38
Continuum Advisory
Idaho
$1.52M +$1.52M +45,822 New
IWA
39
Inspirion Wealth Advisors
Illinois
$1.51M +$1.51M +45,510 New
AWMG
40
Alliance Wealth Management Group
New Jersey
$1.5M -$6.73K -203 -0.4%
ACM
41
AlphaStar Capital Management
North Carolina
$1.46M +$1.46M +43,917 New
SS
42
Simplicity Solutions
Minnesota
$1.44M +$948K +28,580 +191%
AWM
43
AE Wealth Management
Kansas
$1.44M +$948K +28,580 +191%
VCM
44
Vivaldi Capital Management
Illinois
$1.35M +$410K +12,351 +44%
RFM
45
Royal Fund Management
Florida
$1.34M +$892K +26,916 +197%
OC
46
Oarsman Capital
Wisconsin
$1.33M +$126K +3,807 +10%
MCWS
47
McKinley Carter Wealth Services
West Virginia
$1.33M +$268K +8,091 +25%
AAS
48
Annex Advisory Services
Wisconsin
$1.13M +$1.13M +34,178 New
Ameriprise
49
Ameriprise
Minnesota
$1.13M +$64.8K +1,955 +6%
LPL Financial
50
LPL Financial
California
$1.08M +$39.1K +1,179 +4%
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