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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

226 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
4.65%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
40
Increased
98
Reduced
68
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$713M
2
TA
2
Tiedemann Advisors
New York
$236M
3
UBS Group
3
UBS Group
Switzerland
$75.1M
4
VA
4
Valmark Advisers
Ohio
$256M
5
LPL Financial
5
LPL Financial
California
$67.6M

Top Sellers

1
NAS
1
Nicolet Advisory Services
Wisconsin
$6.2M
2
SCA
2
Spearhead Capital Advisors
Florida
$0
3
William Blair & Company
3
William Blair & Company
Illinois
$25K
4
Ameriprise
4
Ameriprise
Minnesota
$7.91M
5
SRSA
5
S.R. Schill & Associates
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
76
Ballast Inc
Kentucky
$1.82M -$76.1K -2,435 -4%
CI
77
CX Institutional
Indiana
$1.77M +$150K +4,786 +9%
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$1.76M +$187K +5,997 +12%
APC
79
Aspire Private Capital
North Carolina
$1.69M +$1.69M +54,087 New
IDA
80
Intelligence Driven Advisers
California
$1.65M -$233K -7,460 -12%
IWA
81
Inspirion Wealth Advisors
Illinois
$1.59M -$76.3K -2,442 -5%
SMFS
82
Squar Milner Financial Services
California
$1.55M -$10.4K -334 -0.7%
BCA
83
Berman Capital Advisors
Georgia
$1.48M +$6.28K +201 +0.4%
WCFA
84
Walkner Condon Financial Advisors
Wisconsin
$1.48M -$265K -8,470 -15%
PFG
85
PAX Financial Group
Texas
$1.46M -$30.1K -963 -2%
FI
86
FormulaFolio Investments
Michigan
$1.45M +$2.25K +72 +0.2%
FHC
87
First Heartland Consultants
Missouri
$1.38M +$1.38M +44,119 New
GF
88
Goodman Financial
Texas
$1.36M +$157K +5,039 +13%
CF
89
Centaurus Financial
California
$1.25M +$23.2K +742 +2%
FEG
90
Financial Enhancement Group
Indiana
$1.2M -$180K -5,773 -13%
IA
91
IFP Advisors
Florida
$1.15M -$409K -13,253 -26%
FC
92
Financial Consulate
Maryland
$1.1M -$438K -14,000 -29%
Financial Engines Advisors
93
Financial Engines Advisors
California
$1.07M -$945K -30,235 -47%
AWM
94
AE Wealth Management
Kansas
$1.02M -$237K -7,581 -19%
BWFA
95
Baltimore-Washington Financial Advisors
Maryland
$1.01M +$44.3K +1,416 +5%
NA
96
NewEdge Advisors
Louisiana
$1.01M +$617K +19,734 +156%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$1.01M +$233K +7,476 +30%
WAS
98
Wealth Advisory Solutions
Indiana
$996K -$34.4K -1,100 -3%
RIS
99
Retirement Income Solutions
Michigan
$988K +$8.16K +261 +0.8%
DWM
100
Doyle Wealth Management
Florida
$973K -$15.3K -490 -2%
2 3
4
5 6