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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.15B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 63 closing their positions.

Holders
218
Holders Change
-33
Holders Change %
-13.15%
% of All Funds
4.82%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
37
Increased
88
Reduced
74
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$158M
2
TA
2
Tiedemann Advisors
New York
$120M
3
LPL Financial
3
LPL Financial
California
$20.5M
4
MHS
4
M Holdings Securities
Oregon
$9.73M
5
SCA
5
Spearhead Capital Advisors
Florida
$8.19M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
WA
3
Waddell & Associates
Tennessee
$380K
4
MW
4
Marcum Wealth
Ohio
$0
5
EWM
5
Executive Wealth Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
76
IAG Wealth Partners
Wisconsin
$1.27M 50,001 +50,001 New
SMFS
77
Squar Milner Financial Services
California
$1.27M 49,992 -18,751 -27%
FC
78
Financial Consulate
Maryland
$1.24M 49,070 -39,111 -44%
BC
79
Brio Consultants
California
$1.24M 48,998 +1,744 +4%
OC
80
Oarsman Capital
Wisconsin
$1.22M 48,222 -7,218 -13%
AWMG
81
Alliance Wealth Management Group
New Jersey
$1.21M 47,851 -2,079 -4%
BCA
82
Berman Capital Advisors
Georgia
$1.2M 47,227 +47,227 New
FI
83
FormulaFolio Investments
Michigan
$1.17M 46,296 -207,663 -82%
GLA
84
Good Life Advisors
Pennsylvania
$1.17M 45,985 +45,985 New
FEG
85
Financial Enhancement Group
Indiana
$1.12M 44,305 -48,572 -52%
AWM
86
AE Wealth Management
Kansas
$1.02M 40,350 +299 +0.7%
NC
87
NovaPoint Capital
Georgia
$1.01M 39,813 +26,311 +195%
CF
88
Centaurus Financial
California
$998K 39,391 +3,416 +9%
CAL
89
Capital Analysts LLC
Pennsylvania
$975K 38,493 -435 -1%
GF
90
Goodman Financial
Texas
$972K 38,391 +2,028 +6%
WAS
91
Wealth Advisory Solutions
Indiana
$833K 32,987 +10,983 +50%
DWM
92
Doyle Wealth Management
Florida
$801K 31,624 -7,675 -20%
RIS
93
Retirement Income Solutions
Michigan
$794K 31,345 -17,853 -36%
BWFA
94
Baltimore-Washington Financial Advisors
Maryland
$786K 31,032 +112 +0.4%
BSW
95
Buckingham Strategic Wealth
Missouri
$760K 29,986 +29,986 New
HI
96
Horizon Investments
North Carolina
$743K 29,315 +29,315 New
FFS
97
Founders Financial Securities
Maryland
$743K 29,351 +29,351 New
MCWS
98
McKinley Carter Wealth Services
West Virginia
$728K 28,749 -9,555 -25%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$708K 27,952 -10,927 -28%
WP
100
WealthPLAN Partners
Nebraska
$669K 24,292 +3,957 +19%
2 3
4
5 6