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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

182 hedge funds and large institutions have $635M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
56
Increased
76
Reduced
34
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$276M
2
AA
2
Advisory Alpha
Michigan
$12.9M
3
CG
3
Colony Group
Massachusetts
$6.14M
4
William Blair & Company
4
William Blair & Company
Illinois
$8.56M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$11.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
WAS
3
Winch Advisory Services
Wisconsin
$0
4
ACI
4
Alpha Cubed Investments
California
$0
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WPSG
51
Wealth & Pension Services Group
Georgia
$1.71M +$450K +15,287 +36%
SMG
52
Smart Money Group
Texas
$1.61M +$45K +1,530 +3%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.58M -$507K -17,224 -24%
LPL Financial
54
LPL Financial
California
$1.57M +$445K +15,116 +40%
CWM
55
Cahaba Wealth Management
Georgia
$1.54M +$1.54M +52,187 New
ODCM
56
Old Dominion Capital Management
Virginia
$1.48M -$330K -11,225 -18%
VIM
57
Vista Investment Management
Pennsylvania
$1.48M +$564K +19,176 +62%
CM
58
Churchill Management
California
$1.43M +$258K +8,766 +22%
OC
59
Oarsman Capital
Wisconsin
$1.38M +$52.4K +1,782 +4%
AWMG
60
Alliance Wealth Management Group
New Jersey
$1.35M -$17K -579 -1%
TCM
61
Towercrest Capital Management
Pennsylvania
$1.35M -$17K -579 -1%
AI
62
Atria Investments
North Carolina
$1.32M +$230K +7,811 +21%
PAG
63
Pinnacle Advisory Group
Maryland
$1.32M +$1.05M +35,828 +405%
SMFS
64
Squar Milner Financial Services
California
$1.31M +$154K +5,225 +13%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$1.31M +$415K +14,100 +47%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.21M +$861K +29,273 +249%
MCWS
67
McKinley Carter Wealth Services
West Virginia
$1.17M +$59.8K +2,032 +5%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$1.15M -$301K -10,232 -21%
AWA
69
Arete Wealth Advisors
Illinois
$1.13M +$230K +7,820 +26%
TYCC
70
Texas Yale Capital Corp
Florida
$1.12M +$1.12M +37,979 New
GF
71
Goodman Financial
Texas
$1.01M -$44.2K -1,500 -4%
TC
72
TownSquare Capital
Utah
$1.01M +$1.01M +30,632 New
TA
73
TCG Advisors
Texas
$1M +$1M +33,997 New
FFA
74
First Foundation Advisors
California
$972K +$972K +33,052 New
ACM
75
AlphaStar Capital Management
North Carolina
$966K +$539K +18,338 +126%
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