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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

251 hedge funds and large institutions have $1.41B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 70 reducing their positions, and 17 closing their positions.

Holders
251
Holders Change
+33
Holders Change %
+15.14%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
53
Increased
106
Reduced
70
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$698M
2
MW
2
Marcum Wealth
Ohio
$29.1M
3
MWPCG
3
Measured Wealth Private Client Group
New Hampshire
$14.6M
4
Jane Street
4
Jane Street
New York
$8.07M
5
TF
5
TRH Financial
Iowa
$6.78M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$9.2M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$22.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$6.42M
4
IA
4
IFP Advisors
Florida
$4.02M
5
PEA
5
Pacific Edge Advisors
California
$784K
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
76
Towercrest Capital Management
Pennsylvania
$1.91M 52,716 +286 +0.5%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$1.82M 38,591 – –
AWMG
78
Alliance Wealth Management Group
New Jersey
$1.81M 49,930 +293 +0.6%
BI
79
Ballast Inc
Kentucky
$1.81M 49,871 +4,244 +9%
RIS
80
Retirement Income Solutions
Michigan
$1.78M 49,198 +49,198 New
BC
81
Brio Consultants
California
$1.71M 47,254 -71,241 -60%
PFG
82
PAX Financial Group
Texas
$1.66M 45,187 +45,187 New
CA
83
Corrado Advisors
New Jersey
$1.65M 45,409 -1,624 -3%
TYCC
84
Texas Yale Capital Corp
Florida
$1.5M 41,356 – –
WCFA
85
Walkner Condon Financial Advisors
Wisconsin
$1.46M 40,235 +40,235 New
AWM
86
AE Wealth Management
Kansas
$1.45M 40,051 +11,486 +40%
DWM
87
Doyle Wealth Management
Florida
$1.42M 39,299 +1,860 +5%
CAL
88
Capital Analysts LLC
Pennsylvania
$1.41M 38,928 -13 -0%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$1.41M 38,879 +37,079 +2,060%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$1.39M 38,304 -3,760 -9%
PAG
91
Private Advisor Group
New Jersey
$1.38M 38,105 +5,345 +16%
CI
92
CX Institutional
Indiana
$1.33M 36,782 -4,137 -10%
GSC
93
G&S Capital
Colorado
$1.33M 36,636 +4,457 +14%
GF
94
Goodman Financial
Texas
$1.32M 36,363 -511 -1%
CF
95
Centaurus Financial
California
$1.3M 35,975 +5,758 +19%
AWA
96
Arete Wealth Advisors
Illinois
$1.27M 34,970 +2,293 +7%
FFA
97
First Foundation Advisors
California
$1.2M 33,052 – –
AC
98
Alexandria Capital
Virginia
$1.17M 32,326 +9,702 +43%
BWFA
99
Baltimore-Washington Financial Advisors
Maryland
$1.12M 30,920 +1,354 +5%
LF
100
Lantz Financial
Illinois
$1.11M 30,758 +3,586 +13%
2 3
4
5 6