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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.15B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 63 closing their positions.

Holders
218
Holders Change
-33
Holders Change %
-13.15%
% of All Funds
4.82%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
37
Increased
88
Reduced
74
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$158M
2
TA
2
Tiedemann Advisors
New York
$120M
3
LPL Financial
3
LPL Financial
California
$20.5M
4
MHS
4
M Holdings Securities
Oregon
$9.73M
5
SCA
5
Spearhead Capital Advisors
Florida
$8.19M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
WA
3
Waddell & Associates
Tennessee
$380K
4
MW
4
Marcum Wealth
Ohio
$0
5
EWM
5
Executive Wealth Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$2.48M +$198K +7,821 +9%
SWP
52
Stratos Wealth Partners
Ohio
$2.43M +$2.43M +95,996 New
AC
53
Alexandria Capital
Virginia
$2.38M +$1.56M +61,504 +190%
IWM
54
IHT Wealth Management
Illinois
$2.29M +$2.29M +90,293 New
CCT
55
Chemung Canal Trust
New York
$2.23M – – –
EFL
56
ERn Financial LLC
Wisconsin
$2.2M -$2.74M -108,052 -55%
PAG
57
Private Advisor Group
New Jersey
$2.19M +$1.23M +48,495 +127%
Northern Trust
58
Northern Trust
Illinois
$1.97M – – –
PAG
59
Pinnacle Advisory Group
Maryland
$1.97M +$191K +7,526 +11%
VIM
60
Vista Investment Management
Pennsylvania
$1.84M +$61.1K +2,413 +3%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.82M – – –
CA
62
Continuum Advisory
Idaho
$1.71M -$668K -28,008 -28%
Bank of America
63
Bank of America
North Carolina
$1.68M +$255K +10,066 +18%
Financial Engines Advisors
64
Financial Engines Advisors
California
$1.63M +$1.63M +64,402 New
Goldman Sachs
65
Goldman Sachs
New York
$1.58M +$1.25M +49,185 +374%
LW
66
Linscomb Wealth
Texas
$1.56M -$21.9K -864 -1%
BI
67
Ballast Inc
Kentucky
$1.54M +$272K +10,761 +22%
IDA
68
Intelligence Driven Advisers
California
$1.53M +$88.5K +3,492 +6%
TCM
69
Towercrest Capital Management
Pennsylvania
$1.47M +$137K +5,425 +10%
WCFA
70
Walkner Condon Financial Advisors
Wisconsin
$1.41M +$391K +15,431 +38%
IWA
71
Inspirion Wealth Advisors
Illinois
$1.35M -$748K -29,542 -36%
CI
72
CX Institutional
Indiana
$1.31M +$381K +15,037 +41%
IA
73
IFP Advisors
Florida
$1.3M -$1.57M -60,598 -55%
PFG
74
PAX Financial Group
Texas
$1.3M +$70.1K +2,575 +6%
KBFS
75
Kohmann Bosshard Financial Services
Ohio
$1.27M +$910K +35,939 +252%
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