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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

152 hedge funds and large institutions have $622M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
30
Increased
78
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$227M
2
Ameriprise
2
Ameriprise
Minnesota
$61M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$18.4M
4
PFA
4
Pure Financial Advisors
California
$5.61M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$5.57M

Top Sellers

1
RA
1
RFG Advisory
Alabama
$5.53M
2
SMM
2
Stadion Money Management
Georgia
$84M
3
Jane Street
3
Jane Street
New York
$1.16M
4
JFA
4
JNBA Financial Advisors
Minnesota
$0
5
VFA
5
Voya Financial Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
26
Chemung Canal Trust
New York
$3.25M – – –
LWA
27
Lenox Wealth Advisors
New York
$3.22M +$324K +8,967 +11%
CA
28
Continuum Advisory
Idaho
$3.16M +$750K +20,946 +31%
BBA
29
Braun-Bostich & Associates
Pennsylvania
$3.13M +$209K +5,788 +7%
MFT
30
Moisand Fitzgerald Tamayo
Florida
$3.11M -$33.7K -932 -1%
AAS
31
Annex Advisory Services
Wisconsin
$3.05M +$761K +21,059 +33%
Northern Trust
32
Northern Trust
Illinois
$2.82M – – –
FEG
33
Financial Enhancement Group
Indiana
$2.71M -$74.2K -2,053 -3%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.56M +$76.5K +2,116 +3%
IWA
35
Inspirion Wealth Advisors
Illinois
$2.51M +$413K +11,438 +20%
VCM
36
Vivaldi Capital Management
Illinois
$2.5M +$602K +16,651 +32%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.45M +$115K +3,195 +5%
CA
38
Corrado Advisors
New Jersey
$2.29M +$91K +2,518 +4%
ODCM
39
Old Dominion Capital Management
Virginia
$2.22M -$218K -6,020 -9%
Bank of America
40
Bank of America
North Carolina
$2.21M +$183K +5,051 +9%
WCM
41
Windsor Capital Management
Arizona
$2.01M +$476K +13,172 +31%
SMG
42
Smart Money Group
Texas
$1.92M +$46.6K +1,290 +2%
FFA
43
Fragasso Financial Advisors
Pennsylvania
$1.8M +$1.36M +41,299 +311%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.78M -$19.6K -541 -1%
MSAM
45
Moloney Securities Asset Management
Missouri
$1.68M +$1.3M +35,829 +334%
AWMG
46
Alliance Wealth Management Group
New Jersey
$1.67M -$7.38K -204 -0.4%
TCM
47
Towercrest Capital Management
Pennsylvania
$1.67M -$7.38K -204 -0.4%
OC
48
Oarsman Capital
Wisconsin
$1.63M +$49.2K +1,361 +3%
HH
49
Hilltop Holdings
Texas
$1.62M +$1.19M +32,957 +277%
AA
50
Advisory Alpha
Michigan
$1.57M +$1.14M +35,952 +269%
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