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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

211 hedge funds and large institutions have $948M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
211
Holders Change
+29
Holders Change %
+15.93%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.3%
New
40
Increased
102
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$420M
2
WA
2
Waddell & Associates
Tennessee
$40.3M
3
CFA
3
Carroll Financial Associates
North Carolina
$22.7M
4
WAS
4
Winch Advisory Services
Wisconsin
$9.56M
5
SRSA
5
S.R. Schill & Associates
Washington
$5.66M

Top Sellers

1
CAL
1
Capital Analysts LLC
Pennsylvania
$1.23M
2
SMM
2
Stadion Money Management
Georgia
$76.2M
3
IA
3
IFP Advisors
Florida
$70K
4
CFG
4
Cooper Financial Group
California
$0
5
UBS Group
5
UBS Group
Switzerland
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
51
Northern Trust
Illinois
$2.6M – – –
TYCC
52
Texas Yale Capital Corp
Florida
$2.53M +$1.27M +37,979 +100%
IWA
53
Inspirion Wealth Advisors
Illinois
$2.49M +$175K +5,259 +8%
LI
54
LVZ Inc
Michigan
$2.45M +$2.02M +60,572 +468%
FC
55
Financial Consulate
Maryland
$2.23M +$1.76M +52,782 +374%
VIM
56
Vista Investment Management
Pennsylvania
$2.19M +$514K +15,424 +31%
LPL Financial
57
LPL Financial
California
$2.14M +$366K +10,996 +21%
SMFS
58
Squar Milner Financial Services
California
$2.08M +$599K +17,965 +40%
CA
59
Continuum Advisory
Idaho
$1.97M -$791K -23,423 -29%
WPSG
60
Wealth & Pension Services Group
Georgia
$1.93M -$4.53K -136 -0.2%
Wells Fargo
61
Wells Fargo
California
$1.87M +$1.06M +31,916 +132%
CM
62
Churchill Management
California
$1.85M +$229K +6,862 +14%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1.82M +$1.82M +38,591 New
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$1.76M -$25.5K -764 -1%
PAG
65
Pinnacle Advisory Group
Maryland
$1.73M +$243K +7,287 +16%
Bank of America
66
Bank of America
North Carolina
$1.72M -$526K -15,774 -23%
UAS
67
United Asset Strategies
New York
$1.67M +$1.39M +41,699 +498%
OC
68
Oarsman Capital
Wisconsin
$1.65M +$88.9K +2,667 +6%
AWMG
69
Alliance Wealth Management Group
New Jersey
$1.64M +$112K +3,356 +7%
TCM
70
Towercrest Capital Management
Pennsylvania
$1.64M +$112K +3,356 +7%
CA
71
Corrado Advisors
New Jersey
$1.51M -$497K -14,914 -25%
TC
72
TownSquare Capital
Utah
$1.46M +$439K +13,161 +43%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$1.42M +$54.2K +1,627 +4%
BI
74
Ballast Inc
Kentucky
$1.41M +$1.41M +42,298 New
MCWS
75
McKinley Carter Wealth Services
West Virginia
$1.39M +$67.5K +2,026 +5%
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3
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