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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

132 hedge funds and large institutions have $395M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
132
Holders Change
+25
Holders Change %
+23.36%
% of All Funds
3.03%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
34
Increased
63
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$114M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$6.88M
3
UBS Group
3
UBS Group
Switzerland
$6.25M
4
Morgan Stanley
4
Morgan Stanley
New York
$5M
5
CF
5
Copperwynd Financial
Arizona
$2.9M

Top Sellers

1
HH
1
Hilltop Holdings
Texas
$414K
2
SMM
2
Stadion Money Management
Georgia
$84.3M
3
AIS
3
Accurate Investment Solutions
Pennsylvania
$32K
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.77M +$1.58M +45,424 +133%
Northern Trust
27
Northern Trust
Illinois
$2.72M – – –
FEG
28
Financial Enhancement Group
Indiana
$2.68M +$157K +4,502 +6%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$2.4M +$76.9K +2,205 +3%
JFA
30
JNBA Financial Advisors
Minnesota
$2.37M +$413K +11,838 +21%
ODCM
31
Old Dominion Capital Management
Virginia
$2.35M -$131K -3,764 -5%
CA
32
Continuum Advisory
Idaho
$2.34M +$746K +21,387 +47%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.26M +$123K +3,529 +6%
AAS
34
Annex Advisory Services
Wisconsin
$2.21M +$1.02M +29,220 +85%
AWM
35
AE Wealth Management
Kansas
$2.15M +$630K +18,068 +42%
SS
36
Simplicity Solutions
Minnesota
$2.15M +$629K +18,033 +41%
CA
37
Corrado Advisors
New Jersey
$2.12M +$112K +3,219 +6%
IWA
38
Inspirion Wealth Advisors
Illinois
$2.03M +$439K +12,575 +28%
Bank of America
39
Bank of America
North Carolina
$1.96M +$234K +6,700 +14%
VCM
40
Vivaldi Capital Management
Illinois
$1.83M +$415K +11,904 +29%
SMG
41
Smart Money Group
Texas
$1.81M +$1.81M +51,879 New
VFA
42
Voya Financial Advisors
Connecticut
$1.79M -$2.36M -67,770 -57%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.74M -$357K -10,232 -17%
AWMG
44
Alliance Wealth Management Group
New Jersey
$1.62M +$46K +1,320 +3%
TCM
45
Towercrest Capital Management
Pennsylvania
$1.62M +$1.62M +46,509 New
MCWS
46
McKinley Carter Wealth Services
West Virginia
$1.53M +$137K +3,926 +10%
OC
47
Oarsman Capital
Wisconsin
$1.52M +$125K +3,583 +9%
WCM
48
Windsor Capital Management
Arizona
$1.48M +$365K +10,472 +33%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$1.27M +$828K +23,748 +187%
WPSG
50
Wealth & Pension Services Group
Georgia
$1.26M +$1.26M +36,221 New
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