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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

217 hedge funds and large institutions have $1.12B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 109 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+6
Holders Change %
+2.84%
% of All Funds
4.72%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
23
Increased
109
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$500M
2
RJA
2
Raymond James & Associates
Florida
$36.4M
3
HIM
3
Hanlon Investment Management
New Jersey
$18.1M
4
NAS
4
Nicolet Advisory Services
Wisconsin
$32.1M
5
EWM
5
Executive Wealth Management
Michigan
$10.5M

Top Sellers

1
CFA
1
Carroll Financial Associates
North Carolina
$396K
2
Goldman Sachs
2
Goldman Sachs
New York
$1.74M
3
SRSA
3
S.R. Schill & Associates
Washington
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
76
Ballast Inc
Kentucky
$1.51M +$68.7K +2,019 +5%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$1.48M +$23.9K +701 +2%
PFM
78
Parsec Financial Management
North Carolina
$1.47M +$278K +8,157 +23%
MCWS
79
McKinley Carter Wealth Services
West Virginia
$1.46M +$35.4K +1,040 +2%
TYCC
80
Texas Yale Capital Corp
Florida
$1.41M -$1.18M -34,602 -46%
CAL
81
Capital Analysts LLC
Pennsylvania
$1.33M +$76.4K +2,241 +6%
Bank of America
82
Bank of America
North Carolina
$1.33M -$430K -12,611 -24%
UAS
83
United Asset Strategies
New York
$1.31M -$392K -11,505 -23%
GF
84
Goodman Financial
Texas
$1.24M +$86.5K +2,538 +7%
CI
85
CX Institutional
Indiana
$1.24M +$155K +4,543 +14%
Citadel Advisors
86
Citadel Advisors
Florida
$1.2M +$1.2M +35,333 New
DWM
87
Doyle Wealth Management
Florida
$1.2M +$466K +13,674 +64%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$1.15M -$646K -18,950 -36%
FFA
89
First Foundation Advisors
California
$1.13M – – –
PAG
90
Private Advisor Group
New Jersey
$1.11M +$104K +3,050 +10%
AWA
91
Arete Wealth Advisors
Illinois
$1.08M -$74.9K -2,200 -6%
APP
92
Avantax Planning Partners
Iowa
$1.06M -$45.1K -1,326 -4%
GSC
93
G&S Capital
Colorado
$1.05M +$158K +4,639 +18%
SMG
94
Smart Money Group
Texas
$1.04M +$20.5K +601 +2%
FWM
95
Frontier Wealth Management
Missouri
$995K +$247K +7,262 +33%
CCM
96
Coldstream Capital Management
Washington
$991K -$36.5K -1,073 -4%
CPO
97
Cerity Partners OCIO
New York
$968K -$4.97K -146 -0.5%
EFS
98
Econ Financial Services
Pennsylvania
$961K +$97.1K +2,850 +11%
BCI
99
Brinker Capital Investments
Pennsylvania
$955K +$438K +12,861 +85%
MWPCG
100
Measured Wealth Private Client Group
New Hampshire
$938K +$677K +19,867 +259%
2 3
4
5 6