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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

211 hedge funds and large institutions have $948M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
211
Holders Change
+29
Holders Change %
+15.93%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.3%
New
40
Increased
102
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$420M
2
WA
2
Waddell & Associates
Tennessee
$40.3M
3
CFA
3
Carroll Financial Associates
North Carolina
$22.7M
4
WAS
4
Winch Advisory Services
Wisconsin
$9.56M
5
SRSA
5
S.R. Schill & Associates
Washington
$5.66M

Top Sellers

1
CAL
1
Capital Analysts LLC
Pennsylvania
$1.23M
2
SMM
2
Stadion Money Management
Georgia
$76.2M
3
IA
3
IFP Advisors
Florida
$70K
4
CFG
4
Cooper Financial Group
California
$0
5
UBS Group
5
UBS Group
Switzerland
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
76
Hanlon Investment Management
New Jersey
$1.34M +$1.34M +40,332 New
CAL
77
Capital Analysts LLC
Pennsylvania
$1.23M -$6.73M -202,025 -85%
PFM
78
Parsec Financial Management
North Carolina
$1.17M +$193K +5,781 +20%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$1.16M -$146K -4,377 -11%
GF
80
Goodman Financial
Texas
$1.13M -$16.1K -482 -1%
AWA
81
Arete Wealth Advisors
Illinois
$1.13M -$148K -4,448 -12%
FFA
82
First Foundation Advisors
California
$1.1M – – –
APP
83
Avantax Planning Partners
Iowa
$1.08M -$2.01M -60,345 -65%
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$1.07M +$312K +9,350 +41%
CI
85
CX Institutional
Indiana
$1.06M +$117K +3,509 +12%
CCM
86
Coldstream Capital Management
Washington
$1.01M +$391K +11,715 +63%
SMG
87
Smart Money Group
Texas
$998K -$825K -24,752 -45%
TA
88
TCG Advisors
Texas
$997K -$136K -4,071 -12%
PAG
89
Private Advisor Group
New Jersey
$985K +$112K +3,360 +13%
CPO
90
Cerity Partners OCIO
New York
$952K -$124K -3,715 -12%
TRCT
91
Tower Research Capital (TRC)
New York
$888K +$888K +26,649 New
GSC
92
G&S Capital
Colorado
$874K +$26.5K +795 +3%
BWFA
93
Baltimore-Washington Financial Advisors
Maryland
$852K +$154K +4,634 +22%
EFS
94
Econ Financial Services
Pennsylvania
$845K +$299K +8,983 +55%
UCFA
95
United Capital Financial Advisors
Texas
$811K +$811K +24,338 New
FC
96
Forte Capital
New York
$767K +$26.9K +808 +4%
B
97
Brightworth
Georgia
$735K -$30.6K -917 -4%
FWM
98
Frontier Wealth Management
Missouri
$731K +$226K +6,789 +45%
DWM
99
Doyle Wealth Management
Florida
$731K +$578K +16,948 +378%
ODCM
100
Old Dominion Capital Management
Virginia
$729K -$1.02M -29,312 -58%
2 3
4
5 6