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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.18B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
21
Increased
108
Reduced
54
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$564M
2
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$5.52M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.31M
4
GM
4
GeoWealth Management
Illinois
$2.47M
5
RA
5
RFG Advisory
Alabama
$7.74M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.64M
2
HIM
2
Hanlon Investment Management
New Jersey
$8.13M
3
CCFM
3
Clear Creek Financial Management
Washington
$12.2M
4
Jane Street
4
Jane Street
New York
$903K
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
76
Alliance Wealth Management Group
New Jersey
$1.68M +$86.5K +2,554 +5%
CA
77
Corrado Advisors
New Jersey
$1.59M -$201K -5,923 -11%
BI
78
Ballast Inc
Kentucky
$1.55M +$44.4K +1,310 +3%
SMFS
79
Squar Milner Financial Services
California
$1.47M -$641K -19,633 -30%
MCWS
80
McKinley Carter Wealth Services
West Virginia
$1.43M -$24.5K -724 -2%
TYCC
81
Texas Yale Capital Corp
Florida
$1.4M – – –
CI
82
CX Institutional
Indiana
$1.39M +$158K +4,648 +13%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$1.36M -$113K -3,342 -8%
CAL
84
Capital Analysts LLC
Pennsylvania
$1.32M -$5.05K -149 -0.4%
DWM
85
Doyle Wealth Management
Florida
$1.27M +$78.9K +2,329 +7%
GF
86
Goodman Financial
Texas
$1.25M +$12.5K +368 +1%
FFA
87
First Foundation Advisors
California
$1.12M – – –
PAG
88
Private Advisor Group
New Jersey
$1.11M +$5.42K +160 +0.5%
AWA
89
Arete Wealth Advisors
Illinois
$1.11M +$33.9K +1,002 +3%
CCM
90
Coldstream Capital Management
Washington
$1.1M +$118K +3,488 +12%
WP
91
WealthPLAN Partners
Nebraska
$1.09M +$283K +8,110 +35%
GSC
92
G&S Capital
Colorado
$1.09M +$44.9K +1,325 +4%
CF
93
Centaurus Financial
California
$1.02M +$203K +5,997 +25%
APP
94
Avantax Planning Partners
Iowa
$1.02M -$30.2K -890 -3%
BWFA
95
Baltimore-Washington Financial Advisors
Maryland
$1M +$107K +3,161 +12%
AWM
96
AE Wealth Management
Kansas
$968K +$968K +28,565 New
CPO
97
Cerity Partners OCIO
New York
$912K -$50.7K -1,498 -5%
Jane Street
98
Jane Street
New York
$903K -$4.12M -121,637 -82%
LF
99
Lantz Financial
Illinois
$892K +$295K +8,995 +49%
CPA
100
Clear Perspective Advisors
Illinois
$885K +$416K +12,237 +89%
2 3
4
5 6