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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

251 hedge funds and large institutions have $1.41B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 70 reducing their positions, and 17 closing their positions.

Holders
251
Holders Change
+33
Holders Change %
+15.14%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
53
Increased
106
Reduced
70
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$698M
2
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$14.6M
3
Jane Street
3
Jane Street
New York
$8.07M
4
Citigroup
4
Citigroup
New York
$3.64M
5
Ameriprise
5
Ameriprise
Minnesota
$13.6M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$9.2M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$22.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$6.42M
4
IA
4
IFP Advisors
Florida
$4.02M
5
PEA
5
Pacific Edge Advisors
California
$784K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$7.32M +$849K +23,447 +13%
EFL
27
ERn Financial LLC
Wisconsin
$7.06M +$283K +7,824 +4%
CG
28
Colony Group
Massachusetts
$7.04M -$44.5K -1,227 -0.6%
TF
29
TRH Financial
Iowa
$6.78M +$6.78M +188,345 New
CCFM
30
Clear Creek Financial Management
Washington
$6.42M -$6.27M -172,192 -49%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$6.26M +$1.58M +43,612 +34%
LPL Financial
32
LPL Financial
California
$5.84M +$1.82M +50,230 +45%
TFA
33
TPG Financial Advisors
Oregon
$5.83M +$426K +11,746 +8%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$5.73M +$907K +25,022 +19%
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$5.67M -$58.8K -1,623 -1%
MGIA
36
Moneta Group Investment Advisors
Missouri
$5.34M +$108K +2,981 +2%
KFA
37
Kays Financial Advisory
Georgia
$5.34M +$228K +6,286 +4%
W
38
Wealthquest
Ohio
$5.04M -$538K -14,854 -10%
ACM
39
AlphaStar Capital Management
North Carolina
$5.01M +$1.34M +36,958 +37%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$4.95M +$571K +16,607 +13%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4.65M +$2.47M +68,176 +113%
JFA
42
JNBA Financial Advisors
Minnesota
$4.62M -$191K -5,269 -4%
LWA
43
Lenox Wealth Advisors
New York
$4.55M +$99K +2,732 +2%
FWM
44
Frontier Wealth Management
Missouri
$4.5M +$1.49M +41,241 +50%
FFA
45
Fragasso Financial Advisors
Pennsylvania
$4.39M +$354K +9,759 +9%
FIM
46
Frontier Investment Management
Texas
$4.37M +$40K +1,105 +0.9%
VCM
47
Vivaldi Capital Management
Illinois
$4.16M -$103K -2,847 -2%
UCFA
48
United Capital Financial Advisors
Texas
$4.11M +$707K +19,520 +21%
IA
49
IFP Advisors
Florida
$4.02M -$4.1M -113,341 -51%
MFT
50
Moisand Fitzgerald Tamayo
Florida
$3.73M -$41.1K -1,135 -1%
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