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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

182 hedge funds and large institutions have $635M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 26 closing their positions.

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
56
Increased
76
Reduced
34
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$276M
2
AA
2
Advisory Alpha
Michigan
$12.9M
3
CG
3
Colony Group
Massachusetts
$6.14M
4
William Blair & Company
4
William Blair & Company
Illinois
$8.56M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$11.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
WAS
3
Winch Advisory Services
Wisconsin
$0
4
ACI
4
Alpha Cubed Investments
California
$0
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Annex Advisory Services
Wisconsin
$3.5M +$1.01M +34,452 +41%
Goldman Sachs
27
Goldman Sachs
New York
$3.49M +$3.05M +103,734 +691%
JFA
28
JNBA Financial Advisors
Minnesota
$3.33M +$3.33M +113,206 New
IA
29
IFP Advisors
Florida
$3.26M -$840K -28,772 -20%
LWA
30
Lenox Wealth Advisors
New York
$3.07M +$453K +15,397 +17%
CFG
31
Cooper Financial Group
California
$3.04M +$3.04M +103,245 New
TFA
32
TPG Financial Advisors
Oregon
$2.9M +$2.9M +98,593 New
APP
33
Avantax Planning Partners
Iowa
$2.73M +$2.73M +92,747 New
FEG
34
Financial Enhancement Group
Indiana
$2.71M – – –
MFT
35
Moisand Fitzgerald Tamayo
Florida
$2.7M +$163K +5,531 +6%
CCT
36
Chemung Canal Trust
New York
$2.65M – – –
FFA
37
Fragasso Financial Advisors
Pennsylvania
$2.58M +$972K +33,037 +61%
MAG
38
Mokosak Advisory Group
Iowa
$2.54M +$2.54M +86,533 New
BBA
39
Braun-Bostich & Associates
Pennsylvania
$2.48M -$66.2K -2,250 -3%
CA
40
Continuum Advisory
Idaho
$2.41M -$185K -6,300 -7%
OIA
41
OneDigital Investment Advisors
Kansas
$2.31M +$2.31M +78,500 New
Northern Trust
42
Northern Trust
Illinois
$2.29M – – –
HighTower Advisors
43
HighTower Advisors
Illinois
$2.23M +$237K +8,060 +12%
IDA
44
Intelligence Driven Advisers
California
$2.14M +$2.14M +72,752 New
VCM
45
Vivaldi Capital Management
Illinois
$2.09M +$56.6K +1,924 +3%
WCM
46
Windsor Capital Management
Arizona
$2.05M +$416K +14,136 +25%
IWA
47
Inspirion Wealth Advisors
Illinois
$2.05M +$706 +24 +0%
EFL
48
ERn Financial LLC
Wisconsin
$2.01M +$2.01M +68,293 New
Bank of America
49
Bank of America
North Carolina
$1.98M +$183K +6,213 +10%
CA
50
Corrado Advisors
New Jersey
$1.77M -$84.9K -2,887 -5%
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