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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.18B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
21
Increased
108
Reduced
54
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$564M
2
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$5.52M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.31M
4
GM
4
GeoWealth Management
Illinois
$2.47M
5
RA
5
RFG Advisory
Alabama
$7.74M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.64M
2
HIM
2
Hanlon Investment Management
New Jersey
$8.13M
3
CCFM
3
Clear Creek Financial Management
Washington
$12.2M
4
Jane Street
4
Jane Street
New York
$903K
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
51
Chemung Canal Trust
New York
$3.05M – – –
CA
52
Continuum Advisory
Idaho
$3.04M +$274K +8,241 +10%
HighTower Advisors
53
HighTower Advisors
Illinois
$3.02M +$97K +2,864 +3%
MAG
54
Mokosak Advisory Group
Iowa
$2.82M -$42.8K -1,264 -1%
FWM
55
Frontier Wealth Management
Missouri
$2.81M +$1.82M +53,769 +184%
IWA
56
Inspirion Wealth Advisors
Illinois
$2.79M +$63K +1,858 +2%
TC
57
TownSquare Capital
Utah
$2.7M +$107K +3,062 +4%
Northern Trust
58
Northern Trust
Illinois
$2.64M – – –
OIA
59
OneDigital Investment Advisors
Kansas
$2.58M -$2.57M -75,702 -50%
FC
60
Financial Consulate
Maryland
$2.56M +$97K +2,863 +4%
GM
61
GeoWealth Management
Illinois
$2.47M +$2.47M +72,786 New
VIM
62
Vista Investment Management
Pennsylvania
$2.37M +$74.3K +2,194 +3%
CW
63
CreativeOne Wealth
Kansas
$2.29M +$1.91M +56,223 +491%
PAG
64
Pinnacle Advisory Group
Maryland
$2.29M +$318K +9,394 +16%
Wells Fargo
65
Wells Fargo
California
$2.22M +$114K +3,361 +5%
WPSG
66
Wealth & Pension Services Group
Georgia
$2.16M +$7.69K +227 +0.4%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$2.04M -$1.02M -30,130 -33%
IDA
68
Intelligence Driven Advisers
California
$1.91M -$890K -26,259 -32%
Bank of America
69
Bank of America
North Carolina
$1.86M +$538K +15,873 +41%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.82M – – –
OC
71
Oarsman Capital
Wisconsin
$1.81M +$71.7K +2,115 +4%
UBS Group
72
UBS Group
Switzerland
$1.79M -$942K -27,788 -35%
PFM
73
Parsec Financial Management
North Carolina
$1.78M +$315K +9,306 +22%
TCM
74
Towercrest Capital Management
Pennsylvania
$1.78M +$150K +4,440 +9%
Goldman Sachs
75
Goldman Sachs
New York
$1.73M -$1.42K -42 -0.1%
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3
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