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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

211 hedge funds and large institutions have $948M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
211
Holders Change
+29
Holders Change %
+15.93%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.3%
New
40
Increased
102
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$420M
2
WA
2
Waddell & Associates
Tennessee
$40.3M
3
CFA
3
Carroll Financial Associates
North Carolina
$22.7M
4
WAS
4
Winch Advisory Services
Wisconsin
$9.56M
5
SRSA
5
S.R. Schill & Associates
Washington
$5.66M

Top Sellers

1
CAL
1
Capital Analysts LLC
Pennsylvania
$1.23M
2
SMM
2
Stadion Money Management
Georgia
$76.2M
3
IA
3
IFP Advisors
Florida
$70K
4
CFG
4
Cooper Financial Group
California
$0
5
UBS Group
5
UBS Group
Switzerland
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
26
RFG Advisory
Alabama
$5.4M +$1.09M +32,692 +25%
MGIA
27
Moneta Group Investment Advisors
Missouri
$4.94M +$222K +6,649 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.86M +$373K +11,181 +8%
KFA
29
Kays Financial Advisory
Georgia
$4.69M +$4.69M +140,618 New
TFA
30
TPG Financial Advisors
Oregon
$4.68M +$1.35M +39,929 +40%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$4.63M +$4.63M +138,813 New
Jane Street
32
Jane Street
New York
$4.53M +$4.53M +135,922 New
SAM
33
Stringer Asset Management
Tennessee
$4.15M -$705K -21,143 -15%
FIM
34
Frontier Investment Management
Texas
$3.99M +$3.99M +119,628 New
PEA
35
Pacific Edge Advisors
California
$3.93M -$517K -15,500 -12%
LWA
36
Lenox Wealth Advisors
New York
$3.63M +$148K +4,455 +4%
BC
37
Brio Consultants
California
$3.49M -$521K -15,636 -13%
JFA
38
JNBA Financial Advisors
Minnesota
$3.45M -$327K -9,807 -9%
FFA
39
Fragasso Financial Advisors
Pennsylvania
$3.42M +$500K +14,988 +17%
WCM
40
Windsor Capital Management
Arizona
$3.33M +$1M +30,076 +43%
MFT
41
Moisand Fitzgerald Tamayo
Florida
$3.3M +$242K +7,257 +8%
CF
42
Copperwynd Financial
Arizona
$3.26M +$3.26M +97,917 New
VCM
43
Vivaldi Capital Management
Illinois
$3.11M +$744K +22,329 +31%
CCT
44
Chemung Canal Trust
New York
$3M – – –
IDA
45
Intelligence Driven Advisers
California
$2.93M +$504K +15,112 +21%
MAG
46
Mokosak Advisory Group
Iowa
$2.82M -$66.2K -1,984 -2%
FEG
47
Financial Enhancement Group
Indiana
$2.75M +$253K +7,601 +10%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.7M +$176K +5,283 +7%
UBS Group
49
UBS Group
Switzerland
$2.68M -$3.02M -90,462 -53%
OIA
50
OneDigital Investment Advisors
Kansas
$2.61M -$5.1K -153 -0.2%
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