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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

217 hedge funds and large institutions have $1.12B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 109 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+6
Holders Change %
+2.84%
% of All Funds
4.72%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
23
Increased
109
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$500M
2
RJA
2
Raymond James & Associates
Florida
$36.4M
3
HIM
3
Hanlon Investment Management
New Jersey
$18.1M
4
NAS
4
Nicolet Advisory Services
Wisconsin
$32.1M
5
EWM
5
Executive Wealth Management
Michigan
$10.5M

Top Sellers

1
CFA
1
Carroll Financial Associates
North Carolina
$396K
2
Goldman Sachs
2
Goldman Sachs
New York
$1.74M
3
SRSA
3
S.R. Schill & Associates
Washington
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
51
Copperwynd Financial
Arizona
$2.86M -$478K -14,019 -14%
CA
52
Continuum Advisory
Idaho
$2.84M +$843K +24,650 +42%
IDA
53
Intelligence Driven Advisers
California
$2.81M -$181K -5,304 -6%
UBS Group
54
UBS Group
Switzerland
$2.74M +$1.36K +40 +0%
IWA
55
Inspirion Wealth Advisors
Illinois
$2.74M +$190K +5,577 +7%
SAM
56
Stringer Asset Management
Tennessee
$2.73M -$1.51M -44,457 -36%
Northern Trust
57
Northern Trust
Illinois
$2.66M – – –
LPL Financial
58
LPL Financial
California
$2.53M +$340K +9,974 +16%
TC
59
TownSquare Capital
Utah
$2.48M +$1.01M +30,221 +69%
FC
60
Financial Consulate
Maryland
$2.47M +$192K +5,628 +8%
VIM
61
Vista Investment Management
Pennsylvania
$2.31M +$71K +2,085 +3%
SMFS
62
Squar Milner Financial Services
California
$2.21M +$80.6K +2,367 +4%
ACM
63
AlphaStar Capital Management
North Carolina
$2.2M +$1.4M +41,062 +174%
WPSG
64
Wealth & Pension Services Group
Georgia
$2.17M +$188K +5,509 +9%
Wells Fargo
65
Wells Fargo
California
$2.11M +$204K +5,992 +11%
PAG
66
Pinnacle Advisory Group
Maryland
$1.98M +$212K +6,211 +12%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1.82M – – –
CA
68
Corrado Advisors
New Jersey
$1.8M +$257K +7,554 +17%
UCFA
69
United Capital Financial Advisors
Texas
$1.79M +$963K +28,264 +116%
OC
70
Oarsman Capital
Wisconsin
$1.75M +$62.1K +1,824 +4%
Goldman Sachs
71
Goldman Sachs
New York
$1.74M -$7.06M -207,108 -80%
TCM
72
Towercrest Capital Management
Pennsylvania
$1.64M -$37.2K -1,092 -2%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$1.62M +$530K +15,562 +48%
AWMG
74
Alliance Wealth Management Group
New Jersey
$1.6M -$68.1K -1,999 -4%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.54M +$1.14M +33,582 +290%
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3
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