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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

107 hedge funds and large institutions have $257M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 45 increasing their positions, 11 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+30
Holders Change %
+38.96%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
43
Increased
45
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
1
Hilltop Holdings
Texas
$6.6M
2
PWA
2
Peterson Wealth Advisors
Utah
$7.82M
3
RA
3
RFG Advisory
Alabama
$7.37M
4
WAS
4
Winch Advisory Services
Wisconsin
$5.16M
5
WI
5
WrapManager Inc
California
$4.84M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
AIA
3
Allegis Investment Advisors
Idaho
$0
4
FFS
4
Founders Financial Securities
Maryland
$0
5
SMM
5
Stadion Money Management
Georgia
$85.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSN
76
D. Scott Neal
Kentucky
$252K -$1.45M -43,938 -85%
UAS
77
United Asset Strategies
New York
$249K +$5.75K +173 +2%
SBH
78
Segall Bryant & Hamill
Illinois
$222K – – –
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$214K -$1.78M -53,527 -89%
VDFA
80
Vickerman & Driscoll Financial Advisors
Washington
$140K +$140K +4,210 New
SFM
81
Signet Financial Management
New Jersey
$124K +$124K +3,745 New
QAM
82
QCI Asset Management
New York
$107K – – –
FRA
83
Front Row Advisors
California
$96K +$596 +18 +0.6%
SPIA
84
Steward Partners Investment Advisory
New York
$83K -$3.98K -120 -5%
BRC
85
Bell Rock Capital
Delaware
$81K +$61.5K +1,895 +315%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$77K +$29.4K +887 +62%
AWM
87
Avior Wealth Management
Nebraska
$58K +$58K +1,750 New
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48K +$7.97K +238 +20%
DSC
89
Duncker Streett & Co
Missouri
$48K +$48K +1,438 New
GWM
90
Geneos Wealth Management
Colorado
$42K +$42K +1,285 New
IAS
91
INR Advisory Services
Pennsylvania
$34K +$34K +1,012 New
WAM
92
Watermark Asset Management
California
$28K +$28K +840 New
AF
93
Advisornet Financial
Minnesota
$27K +$27K +822 New
AG
94
Advisor Group
Arizona
$26K -$297K -9,085 -92%
SWP
95
Strategic Wealth Partners
Ohio
$26K -$2.61K -80 -9%
LFG
96
LifePlan Financial Group
Ohio
$19K +$19K +572 New
RFC
97
Regions Financial Corp
Alabama
$18K +$18K +556 New
Citigroup
98
Citigroup
New York
$11K -$21.3K -639 -66%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$11K +$34 +1 +0.3%
WP
100
WealthShield Partners
North Carolina
$9K +$9K +265 New
1 2 3
4
5