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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.15B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 63 closing their positions.

Holders
218
Holders Change
-33
Holders Change %
-13.15%
% of All Funds
4.82%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
37
Increased
88
Reduced
74
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$158M
2
TA
2
Tiedemann Advisors
New York
$120M
3
LPL Financial
3
LPL Financial
California
$20.5M
4
MHS
4
M Holdings Securities
Oregon
$9.73M
5
SCA
5
Spearhead Capital Advisors
Florida
$8.19M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
WA
3
Waddell & Associates
Tennessee
$380K
4
MW
4
Marcum Wealth
Ohio
$0
5
EWM
5
Executive Wealth Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WI
26
WrapManager Inc
California
$5.2M 205,227 -39,461 -16%
CFA
27
Carroll Financial Associates
North Carolina
$5.14M 202,859 +197,510 +3,692%
Osaic Holdings
28
Osaic Holdings
Arizona
$5.09M 200,890 +200,890 New
BPA
29
Beacon Pointe Advisors
California
$4.85M 191,777 +191,777 New
SRSA
30
S.R. Schill & Associates
Washington
$4.75M 187,585 +187,585 New
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$4.59M 181,286 +24,867 +16%
KFA
32
Kays Financial Advisory
Georgia
$4.32M 170,369 +23,039 +16%
MGIA
33
Moneta Group Investment Advisors
Missouri
$4.13M 163,166 +15,747 +11%
PFM
34
Parsec Financial Management
North Carolina
$3.92M 154,580 +81,674 +112%
UBS Group
35
UBS Group
Switzerland
$3.86M 152,324 +99,066 +186%
ACM
36
AlphaStar Capital Management
North Carolina
$3.69M 141,751 +3,552 +3%
CCFM
37
Clear Creek Financial Management
Washington
$3.69M 137,342 -38,982 -22%
Wells Fargo
38
Wells Fargo
California
$3.68M 145,273 +61,682 +74%
TFA
39
TPG Financial Advisors
Oregon
$3.62M 142,845 -17,922 -11%
TC
40
TownSquare Capital
Utah
$3.46M 123,915 +38,117 +44%
VCM
41
Vivaldi Capital Management
Illinois
$3.31M 130,679 +15,769 +14%
CG
42
Colony Group
Massachusetts
$3.3M 130,190 -64,013 -33%
MFT
43
Moisand Fitzgerald Tamayo
Florida
$3.28M 129,613 +26,574 +26%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$3.2M 126,316 -31,860 -20%
UCFA
45
United Capital Financial Advisors
Texas
$2.9M 114,555 +1,146 +1%
FIM
46
Frontier Investment Management
Texas
$2.81M 111,018 -9,633 -8%
AA
47
Advisory Alpha
Michigan
$2.67M 99,604 -433,122 -81%
JFA
48
JNBA Financial Advisors
Minnesota
$2.64M 104,122 -23,373 -18%
CWM
49
Cahaba Wealth Management
Georgia
$2.6M 102,611 +94,472 +1,161%
CW
50
CreativeOne Wealth
Kansas
$2.52M 99,431 +2,023 +2%
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