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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.18B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
21
Increased
108
Reduced
54
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$564M
2
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$5.52M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.31M
4
GM
4
GeoWealth Management
Illinois
$2.47M
5
RA
5
RFG Advisory
Alabama
$7.74M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.64M
2
HIM
2
Hanlon Investment Management
New Jersey
$8.13M
3
CCFM
3
Clear Creek Financial Management
Washington
$12.2M
4
Jane Street
4
Jane Street
New York
$903K
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
26
ERn Financial LLC
Wisconsin
$6.34M +$421K +12,425 +7%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$6.05M +$544K +16,057 +10%
MWPCG
28
Measured Wealth Private Client Group
New Hampshire
$5.52M +$4.59M +135,330 +492%
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$5.36M -$3.85M -113,488 -42%
W
30
Wealthquest
Ohio
$5.22M -$360K -10,638 -6%
TFA
31
TPG Financial Advisors
Oregon
$5.05M +$1.32M +38,828 +35%
MGIA
32
Moneta Group Investment Advisors
Missouri
$4.9M +$112K +3,317 +2%
KFA
33
Kays Financial Advisory
Georgia
$4.78M +$153K +4,510 +3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$4.51M +$428K +12,627 +10%
JFA
35
JNBA Financial Advisors
Minnesota
$4.5M +$529K +15,610 +13%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$4.38M -$197K -5,821 -4%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$4.31M +$2.7M +79,557 +167%
LWA
38
Lenox Wealth Advisors
New York
$4.16M +$228K +6,722 +6%
FIM
39
Frontier Investment Management
Texas
$4.05M -$34.4K -1,016 -0.8%
BC
40
Brio Consultants
California
$4.02M +$287K +8,464 +8%
VCM
41
Vivaldi Capital Management
Illinois
$3.99M -$44.2K -1,305 -1%
PEA
42
Pacific Edge Advisors
California
$3.85M -$37.3K -1,100 -1%
FFA
43
Fragasso Financial Advisors
Pennsylvania
$3.77M +$83.1K +2,452 +2%
LPL Financial
44
LPL Financial
California
$3.76M +$1.25M +36,760 +50%
VC
45
Vicus Capital
Pennsylvania
$3.64M -$112M -112,061 -97%
MFT
46
Moisand Fitzgerald Tamayo
Florida
$3.53M +$182K +5,368 +5%
LI
47
LVZ Inc
Michigan
$3.44M +$321K +9,466 +10%
ACM
48
AlphaStar Capital Management
North Carolina
$3.43M +$1.24M +36,619 +57%
UCFA
49
United Capital Financial Advisors
Texas
$3.18M +$1.4M +41,287 +78%
FEG
50
Financial Enhancement Group
Indiana
$3.08M +$106K +3,135 +4%
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