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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

132 hedge funds and large institutions have $395M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
132
Holders Change
+25
Holders Change %
+23.36%
% of All Funds
3.03%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
34
Increased
63
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$114M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$6.88M
3
UBS Group
3
UBS Group
Switzerland
$6.25M
4
Morgan Stanley
4
Morgan Stanley
New York
$5M
5
CF
5
Copperwynd Financial
Arizona
$2.9M

Top Sellers

1
HH
1
Hilltop Holdings
Texas
$414K
2
SMM
2
Stadion Money Management
Georgia
$84.3M
3
AIS
3
Accurate Investment Solutions
Pennsylvania
$32K
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$1.2M +$73K +2,093 +6%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.2M +$980K +28,084 +437%
AI
53
Atria Investments
North Carolina
$1.17M +$57.5K +1,649 +5%
AWA
54
Arete Wealth Advisors
Illinois
$1.1M +$1.1M +31,643 New
CM
55
Churchill Management
California
$1.1M +$399K +11,430 +57%
GF
56
Goodman Financial
Texas
$1.08M +$92.9K +2,663 +9%
VIM
57
Vista Investment Management
Pennsylvania
$968K +$119K +3,412 +14%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$952K +$952K +27,291 New
SPIA
59
Steward Partners Investment Advisory
New York
$921K +$834K +23,909 +954%
FC
60
Financial Consulate
Maryland
$900K -$150K -4,289 -14%
SMFS
61
Squar Milner Financial Services
California
$831K +$529K +15,158 +175%
TRCT
62
Tower Research Capital (TRC)
New York
$823K -$1.17M -33,598 -59%
CS
63
Credit Suisse
Switzerland
$796K +$796K +22,815 New
B
64
Brightworth
Georgia
$751K +$115K +3,300 +18%
CIAS
65
Capital Investment Advisory Services
North Carolina
$744K +$152K +4,369 +26%
GSC
66
G&S Capital
Colorado
$696K +$26.3K +755 +4%
WP
67
WealthSource Partners
California
$668K -$277K -7,947 -29%
FC
68
Forte Capital
New York
$646K +$76K +2,179 +13%
CI
69
CX Institutional
Indiana
$595K +$595K +17,053 New
Wells Fargo
70
Wells Fargo
California
$565K +$145K +4,153 +34%
SMC
71
Smith, Moore & Co
Missouri
$527K – – –
LI
72
LVZ Inc
Michigan
$505K +$104K +2,981 +26%
GLA
73
Great Lakes Advisors
Illinois
$497K +$2.09K +60 +0.4%
GRP
74
Global Retirement Partners
California
$492K -$5.16K -148 -1%
AA
75
Advisory Alpha
Michigan
$475K +$475K +13,343 New
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3
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