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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

232 hedge funds and large institutions have $2.1B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.69%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
30
Increased
81
Reduced
95
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$818M
2
LPL Financial
2
LPL Financial
California
$93.3M
3
HI
3
Horizon Investments
North Carolina
$19.1M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$28M
5
HIM
5
Hanlon Investment Management
New Jersey
$5.75M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$258M
2
UBS Group
2
UBS Group
Switzerland
$71M
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
HF
4
HRT Financial
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
51
Veritable
Delaware
$4M – – –
UCFA
52
United Capital Financial Advisors
Texas
$3.82M -$169K -5,171 -4%
AA
53
Advisory Alpha
Michigan
$3.82M +$122K +3,516 +3%
WI
54
WrapManager Inc
California
$3.79M +$1.24M +37,990 +49%
CPO
55
Cerity Partners OCIO
New York
$3.6M -$543K -16,634 -13%
CG
56
Colony Group
Massachusetts
$3.55M -$55.5K -1,700 -2%
JFA
57
JNBA Financial Advisors
Minnesota
$3.16M -$38.6K -1,182 -1%
CFA
58
Carroll Financial Associates
North Carolina
$3.16M -$198K -6,058 -6%
WA
59
WBH Advisory
Maryland
$3.12M +$188K +5,761 +6%
HighTower Advisors
60
HighTower Advisors
Illinois
$3.08M -$138K -4,224 -4%
CAL
61
Capital Analysts LLC
Pennsylvania
$2.87M +$286K +8,755 +11%
IWM
62
IHT Wealth Management
Illinois
$2.82M -$399K -12,239 -12%
PAG
63
Pinnacle Advisory Group
Maryland
$2.57M -$9.69K -297 -0.4%
Northern Trust
64
Northern Trust
Illinois
$2.54M – – –
FI
65
FormulaFolio Investments
Michigan
$2.45M +$932K +28,560 +62%
CCT
66
Chemung Canal Trust
New York
$2.44M -$432K -13,249 -15%
NC
67
NovaPoint Capital
Georgia
$2.31M +$194K +5,954 +9%
Citadel Advisors
68
Citadel Advisors
Florida
$2.28M +$2.28M +69,890 New
FAIM
69
Financial Advocates Investment Management
Washington
$2.19M +$2.19M +67,226 New
TCM
70
Towercrest Capital Management
Pennsylvania
$2.13M -$269K -8,250 -11%
VIM
71
Vista Investment Management
Pennsylvania
$2.08M -$108K -3,299 -5%
RIS
72
Retirement Income Solutions
Michigan
$2.03M +$1M +30,726 +97%
OC
73
Oarsman Capital
Wisconsin
$2M +$40.1K +1,230 +2%
SFI
74
SPC Financial Inc
Maryland
$1.91M +$1.91M +58,447 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1.82M – – –
1 2
3
4 5