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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

226 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
4.65%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
40
Increased
98
Reduced
68
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$713M
2
TA
2
Tiedemann Advisors
New York
$236M
3
UBS Group
3
UBS Group
Switzerland
$75.1M
4
VA
4
Valmark Advisers
Ohio
$256M
5
LPL Financial
5
LPL Financial
California
$67.6M

Top Sellers

1
NAS
1
Nicolet Advisory Services
Wisconsin
$6.2M
2
SCA
2
Spearhead Capital Advisors
Florida
$0
3
William Blair & Company
3
William Blair & Company
Illinois
$25K
4
Ameriprise
4
Ameriprise
Minnesota
$7.91M
5
SRSA
5
S.R. Schill & Associates
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Horizon Investments
North Carolina
$7.87M +$6.95M +222,520 +759%
Osaic Holdings
27
Osaic Holdings
Arizona
$7.63M +$1.35M +43,207 +22%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$7.54M +$7.54M +241,415 New
WCM
29
Windsor Capital Management
Arizona
$7.27M +$169K +5,401 +2%
ACM
30
AlphaStar Capital Management
North Carolina
$6.78M +$2.22M +68,806 +49%
CWM
31
Cahaba Wealth Management
Georgia
$6.59M +$3.2M +96,496 +94%
AWA
32
ARQ Wealth Advisors
Arizona
$6.58M -$549K -17,570 -8%
SFG
33
StrategIQ Financial Group
Indiana
$6.45M -$257K -8,227 -4%
NAS
34
Nicolet Advisory Services
Wisconsin
$6.2M -$8.94M -286,092 -59%
BPA
35
Beacon Pointe Advisors
California
$6.14M +$146K +4,677 +2%
TF
36
TRH Financial
Iowa
$5.95M +$5.95M +191,268 New
MGIA
37
Moneta Group Investment Advisors
Missouri
$5.75M +$646K +20,674 +13%
PFM
38
Parsec Financial Management
North Carolina
$5.58M +$748K +23,932 +15%
KFA
39
Kays Financial Advisory
Georgia
$5.45M +$128K +4,111 +2%
PFA
40
Pure Financial Advisors
California
$5.39M -$1.16M -36,990 -18%
VCM
41
Vivaldi Capital Management
Illinois
$5.06M +$566K +16,477 +13%
GFPC
42
Global Financial Private Capital
Florida
$4.86M +$4.86M +155,527 New
TFA
43
TPG Financial Advisors
Oregon
$4.8M +$339K +10,838 +8%
AC
44
Alexandria Capital
Virginia
$4.72M +$1.78M +57,111 +61%
MIAN
45
Mariner Independent Advisor Network
Kansas
$4.31M +$4.31M +138,445 New
IWP
46
IAG Wealth Partners
Wisconsin
$4.23M +$2.67M +85,297 +171%
MFT
47
Moisand Fitzgerald Tamayo
Florida
$4.22M +$165K +5,291 +4%
CPO
48
Cerity Partners OCIO
New York
$3.97M +$3.27M +104,699 +468%
V
49
Veritable
Delaware
$3.83M -$4.5M -144,040 -54%
UCFA
50
United Capital Financial Advisors
Texas
$3.82M +$238K +7,615 +7%
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