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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

107 hedge funds and large institutions have $257M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 45 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+30
Holders Change %
+38.96%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
43
Increased
45
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
1
Hilltop Holdings
Texas
$6.6M
2
PWA
2
Peterson Wealth Advisors
Utah
$7.82M
3
RA
3
RFG Advisory
Alabama
$7.37M
4
WAS
4
Winch Advisory Services
Wisconsin
$5.16M
5
WI
5
WrapManager Inc
California
$4.84M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
AIA
3
Allegis Investment Advisors
Idaho
$0
4
FFS
4
Founders Financial Securities
Maryland
$0
5
SMM
5
Stadion Money Management
Georgia
$85.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
51
Windsor Capital Management
Arizona
$1.06M +$1.06M +32,055 New
AI
52
Atria Investments
North Carolina
$1.06M +$1.06M +32,002 New
IA
53
IFP Advisors
Florida
$998K – – –
FC
54
Financial Consulate
Maryland
$998K +$998K +30,099 New
GF
55
Goodman Financial
Texas
$943K +$805K +24,270 +584%
WP
56
WealthSource Partners
California
$899K +$899K +27,098 New
VIM
57
Vista Investment Management
Pennsylvania
$807K +$807K +24,333 New
CM
58
Churchill Management
California
$669K +$456K +13,762 +215%
GSC
59
G&S Capital
Colorado
$636K +$635K +19,164 +79,850%
B
60
Brightworth
Georgia
$605K +$605K +18,245 New
FA
61
FDx Advisors
Illinois
$565K +$565K +17,032 New
CIAS
62
Capital Investment Advisory Services
North Carolina
$562K +$200K +6,023 +55%
FC
63
Forte Capital
New York
$542K +$542K +16,353 New
SMC
64
Smith, Moore & Co
Missouri
$501K – – –
GRP
65
Global Retirement Partners
California
$473K +$399K +12,035 +541%
GLA
66
Great Lakes Advisors
Illinois
$471K -$31.4K -946 -6%
JIC
67
JRM Investment Counsel
Nebraska
$450K +$235K +7,096 +110%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$421K +$134K +4,056 +47%
Wells Fargo
69
Wells Fargo
California
$400K +$369K +11,124 +1,192%
LI
70
LVZ Inc
Michigan
$381K +$381K +11,501 New
HWP
71
Hefty Wealth Partners
Indiana
$319K +$319K +9,634 New
LNC
72
Lincoln National Corp
Pennsylvania
$295K +$295K +8,900 New
SMFS
73
Squar Milner Financial Services
California
$288K +$288K +8,671 New
CA
74
Cetera Advisors
Colorado
$256K +$256K +7,683 New
MSAM
75
Moloney Securities Asset Management
Missouri
$254K +$254K +7,668 New
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