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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

152 hedge funds and large institutions have $622M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
30
Increased
78
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$227M
2
Ameriprise
2
Ameriprise
Minnesota
$61M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$18.4M
4
PFA
4
Pure Financial Advisors
California
$5.61M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$5.57M

Top Sellers

1
RA
1
RFG Advisory
Alabama
$5.53M
2
SMM
2
Stadion Money Management
Georgia
$84M
3
Jane Street
3
Jane Street
New York
$1.16M
4
JFA
4
JNBA Financial Advisors
Minnesota
$0
5
VFA
5
Voya Financial Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WPSG
51
Wealth & Pension Services Group
Georgia
$1.55M +$240K +6,652 +18%
CM
52
Churchill Management
California
$1.44M +$301K +8,318 +26%
SMFS
53
Squar Milner Financial Services
California
$1.42M +$556K +15,367 +64%
LPL Financial
54
LPL Financial
California
$1.38M +$130K +3,606 +10%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$1.36M -$224K -6,211 -14%
AI
56
Atria Investments
North Carolina
$1.34M +$121K +3,335 +10%
GF
57
Goodman Financial
Texas
$1.3M +$176K +4,862 +16%
CPA
58
Clear Perspective Advisors
Illinois
$1.24M +$1.24M +34,176 New
Jane Street
59
Jane Street
New York
$1.16M -$2.48M -68,617 -68%
VIM
60
Vista Investment Management
Pennsylvania
$1.12M +$119K +3,290 +12%
AWA
61
Arete Wealth Advisors
Illinois
$1.1M -$41.2K -1,140 -4%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$1.1M -$153K -4,223 -12%
RIA
63
Regal Investment Advisors
Michigan
$1.09M +$1.09M +30,029 New
SPIA
64
Steward Partners Investment Advisory
New York
$1.04M +$81.2K +2,246 +9%
SS
65
Simplicity Solutions
Minnesota
$962K -$1.26M -34,939 -57%
CIAS
66
Capital Investment Advisory Services
North Carolina
$927K +$156K +4,325 +20%
AWM
67
AE Wealth Management
Kansas
$926K -$1.3M -35,965 -58%
GSC
68
G&S Capital
Colorado
$925K +$204K +5,650 +28%
CI
69
CX Institutional
Indiana
$897K +$281K +7,771 +46%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$882K +$798K +22,059 +950%
Wells Fargo
71
Wells Fargo
California
$816K +$230K +6,355 +39%
B
72
Brightworth
Georgia
$808K +$29.5K +815 +4%
FC
73
Forte Capital
New York
$776K +$107K +2,952 +16%
WP
74
WealthSource Partners
California
$767K +$74.8K +2,068 +11%
PFM
75
Parsec Financial Management
North Carolina
$745K +$326K +9,020 +78%
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