SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

182 hedge funds and large institutions have $635M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 26 closing their positions.

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
56
Increased
76
Reduced
34
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$276M
2
AA
2
Advisory Alpha
Michigan
$12.9M
3
CG
3
Colony Group
Massachusetts
$6.14M
4
William Blair & Company
4
William Blair & Company
Illinois
$8.56M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$11.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
WAS
3
Winch Advisory Services
Wisconsin
$0
4
ACI
4
Alpha Cubed Investments
California
$0
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
76
Cerity Partners OCIO
New York
$950K +$950K +32,280 New
AF
77
Affiance Financial
Minnesota
$945K +$945K +32,109 New
PFM
78
Parsec Financial Management
North Carolina
$861K +$255K +8,658 +42%
CI
79
CX Institutional
Indiana
$830K +$99.9K +3,395 +14%
PAG
80
Private Advisor Group
New Jersey
$771K +$553K +18,776 +253%
GSC
81
G&S Capital
Colorado
$748K -$5.09K -173 -0.7%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$718K +$410K +13,950 +133%
CPA
83
Clear Perspective Advisors
Illinois
$711K -$295K -10,019 -29%
Wells Fargo
84
Wells Fargo
California
$709K +$45.5K +1,546 +7%
AFS
85
Access Financial Services
Minnesota
$693K +$693K +23,557 New
B
86
Brightworth
Georgia
$676K +$18.2K +617 +3%
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$669K -$48.2K -1,640 -7%
CA
88
Clearstead Advisors
Ohio
$666K +$666K +22,652 New
FC
89
Forte Capital
New York
$653K +$21.5K +730 +3%
BWFA
90
Baltimore-Washington Financial Advisors
Maryland
$616K +$163K +5,535 +36%
CCM
91
Coldstream Capital Management
Washington
$543K +$213K +7,236 +64%
HSA
92
HBK Sorce Advisory
Pennsylvania
$521K +$521K +17,723 New
WP
93
WealthSource Partners
California
$516K -$109K -3,695 -17%
OFG
94
Omega Financial Group
California
$512K +$512K +17,405 New
RIA
95
Regal Investment Advisors
Michigan
$503K -$380K -12,928 -43%
EFS
96
Econ Financial Services
Pennsylvania
$482K +$482K +16,374 New
PWMG
97
Prestige Wealth Management Group
New Jersey
$450K +$450K +15,294 New
FWM
98
Frontier Wealth Management
Missouri
$446K +$36.4K +1,238 +9%
SIAP
99
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$426K +$245K +8,350 +136%
GRP
100
Global Retirement Partners
California
$423K +$2.27K +77 +0.5%
2 3
4
5 6