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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

217 hedge funds and large institutions have $1.12B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 109 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+6
Holders Change %
+2.84%
% of All Funds
4.72%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
23
Increased
109
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$500M
2
RJA
2
Raymond James & Associates
Florida
$36.4M
3
HIM
3
Hanlon Investment Management
New Jersey
$18.1M
4
NAS
4
Nicolet Advisory Services
Wisconsin
$32.1M
5
EWM
5
Executive Wealth Management
Michigan
$10.5M

Top Sellers

1
CFA
1
Carroll Financial Associates
North Carolina
$396K
2
Goldman Sachs
2
Goldman Sachs
New York
$1.74M
3
SRSA
3
S.R. Schill & Associates
Washington
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
26
Wealthquest
Ohio
$5.61M -$108K -3,166 -2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$5.54M +$810K +23,762 +17%
OIA
28
OneDigital Investment Advisors
Kansas
$5.17M +$2.5M +73,463 +94%
WCM
29
Windsor Capital Management
Arizona
$5.14M +$1.73M +50,816 +51%
Jane Street
30
Jane Street
New York
$5.05M +$421K +12,359 +9%
MGIA
31
Moneta Group Investment Advisors
Missouri
$4.81M -$241K -7,064 -5%
KFA
32
Kays Financial Advisory
Georgia
$4.65M -$139K -4,084 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.6M -$2.04M -59,884 -31%
FIM
34
Frontier Investment Management
Texas
$4.11M +$31.8K +934 +0.8%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$4.11M +$2.92M +85,834 +247%
VCM
36
Vivaldi Capital Management
Illinois
$4.06M +$875K +25,677 +27%
JFA
37
JNBA Financial Advisors
Minnesota
$3.99M +$469K +13,755 +13%
LWA
38
Lenox Wealth Advisors
New York
$3.96M +$248K +7,265 +7%
PEA
39
Pacific Edge Advisors
California
$3.91M -$106K -3,100 -3%
TFA
40
TPG Financial Advisors
Oregon
$3.78M -$972K -28,329 -20%
BC
41
Brio Consultants
California
$3.75M +$179K +5,240 +5%
FFA
42
Fragasso Financial Advisors
Pennsylvania
$3.71M +$214K +6,276 +6%
VC
43
Vicus Capital
Pennsylvania
$3.4M +$3.4M +115,702 New
MFT
44
Moisand Fitzgerald Tamayo
Florida
$3.37M -$4.5K -132 -0.1%
LI
45
LVZ Inc
Michigan
$3.13M +$627K +18,412 +25%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3.08M -$1.9M -55,629 -38%
CCT
47
Chemung Canal Trust
New York
$3.07M – – –
FEG
48
Financial Enhancement Group
Indiana
$2.99M +$179K +5,245 +6%
HighTower Advisors
49
HighTower Advisors
Illinois
$2.94M +$182K +5,344 +7%
MAG
50
Mokosak Advisory Group
Iowa
$2.88M -$6.99K -205 -0.2%
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