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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

251 hedge funds and large institutions have $1.41B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 70 reducing their positions, and 17 closing their positions.

Holders
251
Holders Change
+33
Holders Change %
+15.14%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
53
Increased
106
Reduced
70
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$698M
2
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$14.6M
3
Jane Street
3
Jane Street
New York
$8.07M
4
Citigroup
4
Citigroup
New York
$3.64M
5
Ameriprise
5
Ameriprise
Minnesota
$13.6M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$9.2M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$22.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$6.42M
4
IA
4
IFP Advisors
Florida
$4.02M
5
PEA
5
Pacific Edge Advisors
California
$784K
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$3.64M 100,330 +100,000 +30,303%
CA
52
Continuum Advisory
Idaho
$3.62M 99,803 +8,480 +9%
LI
53
LVZ Inc
Michigan
$3.56M 98,317 -3,070 -3%
CW
54
CreativeOne Wealth
Kansas
$3.53M 97,408 +29,744 +44%
FEG
55
Financial Enhancement Group
Indiana
$3.37M 92,877 +2,000 +2%
HighTower Advisors
56
HighTower Advisors
Illinois
$3.27M 90,110 +792 +0.9%
FC
57
Financial Consulate
Maryland
$3.2M 88,181 +12,788 +17%
CCT
58
Chemung Canal Trust
New York
$3.19M 87,990 -2,001 -2%
TC
59
TownSquare Capital
Utah
$3.11M 85,798 +8,722 +11%
Wells Fargo
60
Wells Fargo
California
$3.03M 83,591 +18,211 +28%
IWA
61
Inspirion Wealth Advisors
Illinois
$3M 82,830 +589 +0.7%
MAG
62
Mokosak Advisory Group
Iowa
$2.99M 82,454 -626 -0.8%
SA
63
Stewardship Advisors
Pennsylvania
$2.99M 82,385 +82,385 New
Northern Trust
64
Northern Trust
Illinois
$2.82M 77,925 – –
OIA
65
OneDigital Investment Advisors
Kansas
$2.72M 75,115 -993 -1%
PFM
66
Parsec Financial Management
North Carolina
$2.64M 72,906 +20,400 +39%
PAG
67
Pinnacle Advisory Group
Maryland
$2.54M 70,120 +2,545 +4%
VIM
68
Vista Investment Management
Pennsylvania
$2.54M 70,083 +169 +0.2%
SMFS
69
Squar Milner Financial Services
California
$2.49M 68,743 +23,623 +52%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$2.28M 63,030 +63,030 New
LW
71
Linscomb Wealth
Texas
$2.26M 62,278 +62,278 New
IDA
72
Intelligence Driven Advisers
California
$2.06M 56,779 +478 +0.8%
Bank of America
73
Bank of America
North Carolina
$2.04M 56,245 +1,423 +3%
OC
74
Oarsman Capital
Wisconsin
$2.01M 55,440 +2,012 +4%
UBS Group
75
UBS Group
Switzerland
$1.93M 53,258 +541 +1%
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