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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

226 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
4.65%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
40
Increased
98
Reduced
68
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$713M
2
TA
2
Tiedemann Advisors
New York
$236M
3
UBS Group
3
UBS Group
Switzerland
$75.1M
4
VA
4
Valmark Advisers
Ohio
$256M
5
LPL Financial
5
LPL Financial
California
$67.6M

Top Sellers

1
NAS
1
Nicolet Advisory Services
Wisconsin
$6.2M
2
SCA
2
Spearhead Capital Advisors
Florida
$0
3
William Blair & Company
3
William Blair & Company
Illinois
$25K
4
Ameriprise
4
Ameriprise
Minnesota
$7.91M
5
SRSA
5
S.R. Schill & Associates
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
51
Clear Creek Financial Management
Washington
$3.79M -$501K -16,027 -12%
TC
52
TownSquare Capital
Utah
$3.78M -$37.2K -1,208 -1%
AA
53
Advisory Alpha
Michigan
$3.67M +$248K +7,225 +7%
FIM
54
Frontier Investment Management
Texas
$3.65M +$183K +5,855 +5%
CG
55
Colony Group
Massachusetts
$3.46M -$614K -19,645 -15%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$3.37M -$574K -18,374 -15%
CFA
57
Carroll Financial Associates
North Carolina
$3.22M -$3.12M -99,953 -49%
SWP
58
Stratos Wealth Partners
Ohio
$3.21M +$213K +6,829 +7%
HF
59
HRT Financial
New York
$3.1M +$3.1M +99,254 New
IWM
60
IHT Wealth Management
Illinois
$3.09M +$264K +8,455 +9%
HighTower Advisors
61
HighTower Advisors
Illinois
$3.07M +$12.7K +408 +0.4%
JFA
62
JNBA Financial Advisors
Minnesota
$3.06M -$190K -6,081 -6%
WA
63
WBH Advisory
Maryland
$2.81M +$363K +11,606 +15%
CCT
64
Chemung Canal Trust
New York
$2.75M – – –
CAL
65
Capital Analysts LLC
Pennsylvania
$2.47M +$1.27M +40,687 +106%
PAG
66
Pinnacle Advisory Group
Maryland
$2.47M +$39.1K +1,251 +2%
WI
67
WrapManager Inc
California
$2.44M -$3.97M -127,100 -62%
Northern Trust
68
Northern Trust
Illinois
$2.44M – – –
CW
69
CreativeOne Wealth
Kansas
$2.36M -$747K -23,902 -24%
TCM
70
Towercrest Capital Management
Pennsylvania
$2.3M +$482K +15,419 +27%
VIM
71
Vista Investment Management
Pennsylvania
$2.09M -$176K -5,620 -8%
NC
72
NovaPoint Capital
Georgia
$2.03M +$785K +25,104 +63%
AWMG
73
Alliance Wealth Management Group
New Jersey
$1.91M +$413K +13,215 +28%
OC
74
Oarsman Capital
Wisconsin
$1.88M +$369K +11,817 +25%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1.82M – – –
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3
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