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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

232 hedge funds and large institutions have $2.1B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.69%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
30
Increased
81
Reduced
95
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$818M
2
LPL Financial
2
LPL Financial
California
$93.3M
3
HI
3
Horizon Investments
North Carolina
$19.1M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$28M
5
HIM
5
Hanlon Investment Management
New Jersey
$5.75M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$258M
2
UBS Group
2
UBS Group
Switzerland
$71M
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
HF
4
HRT Financial
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
AlphaStar Capital Management
North Carolina
$8.3M +$1M +28,910 +14%
LWA
27
Lenox Wealth Advisors
New York
$8.25M -$1.27M -38,948 -13%
WCM
28
Windsor Capital Management
Arizona
$7.64M +$45.7K +1,400 +0.6%
FSG
29
Financial Strategies Group
Michigan
$7.57M -$1.74M -53,358 -19%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$7.5M -$379K -11,623 -5%
AWA
31
ARQ Wealth Advisors
Arizona
$7.01M +$136K +4,160 +2%
SFG
32
StrategIQ Financial Group
Indiana
$6.64M -$89.9K -2,756 -1%
CWM
33
Cahaba Wealth Management
Georgia
$6.53M +$32.6K +998 +0.5%
BPA
34
Beacon Pointe Advisors
California
$6.33M -$82.6K -2,530 -1%
MGIA
35
Moneta Group Investment Advisors
Missouri
$6.26M +$262K +8,039 +4%
TF
36
TRH Financial
Iowa
$6.01M -$234K -7,158 -4%
HIM
37
Hanlon Investment Management
New Jersey
$5.75M +$5.75M +176,222 New
PFM
38
Parsec Financial Management
North Carolina
$5.64M -$181K -5,541 -3%
AC
39
Alexandria Capital
Virginia
$5.49M +$566K +17,356 +11%
VCM
40
Vivaldi Capital Management
Illinois
$5.4M -$62.8K -1,693 -1%
PFA
41
Pure Financial Advisors
California
$5.33M -$298K -9,136 -5%
KFA
42
Kays Financial Advisory
Georgia
$5.21M -$479K -14,677 -8%
PWG
43
Private Wealth Group
Florida
$5.2M +$4.94M +151,310 +1,888%
NAS
44
Nicolet Advisory Services
Wisconsin
$4.81M -$1.67M -51,220 -26%
MIAN
45
Mariner Independent Advisor Network
Kansas
$4.69M +$170K +5,199 +4%
TC
46
TownSquare Capital
Utah
$4.63M +$459K +13,508 +11%
TFA
47
TPG Financial Advisors
Oregon
$4.5M -$511K -15,669 -10%
IWP
48
IAG Wealth Partners
Wisconsin
$4.4M -$13.6K -416 -0.3%
MFT
49
Moisand Fitzgerald Tamayo
Florida
$4.34M -$59.6K -1,827 -1%
TRCT
50
Tower Research Capital (TRC)
New York
$4.05M +$3.39M +103,816 +510%
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