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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

232 hedge funds and large institutions have $2.1B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.69%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
30
Increased
81
Reduced
95
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$818M
2
LPL Financial
2
LPL Financial
California
$93.3M
3
HI
3
Horizon Investments
North Carolina
$19.1M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$28M
5
HIM
5
Hanlon Investment Management
New Jersey
$5.75M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$258M
2
UBS Group
2
UBS Group
Switzerland
$71M
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
HF
4
HRT Financial
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
76
CX Institutional
Indiana
$1.78M -$63.6K -1,951 -3%
SWP
77
Stratos Wealth Partners
Ohio
$1.78M -$1.58M -48,282 -47%
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$1.74M -$91.7K -2,811 -5%
AWMG
79
Alliance Wealth Management Group
New Jersey
$1.72M -$270K -8,267 -14%
BI
80
Ballast Inc
Kentucky
$1.66M -$243K -7,454 -13%
WCFA
81
Walkner Condon Financial Advisors
Wisconsin
$1.59M +$48K +1,470 +3%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.57M +$1.57M +48,033 New
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$1.55M -$1.98M -60,560 -56%
APC
84
Aspire Private Capital
North Carolina
$1.54M -$228K -6,996 -13%
PFG
85
PAX Financial Group
Texas
$1.49M -$32.9K -1,008 -2%
Renaissance Technologies
86
Renaissance Technologies
New York
$1.45M +$930K +28,500 +178%
GF
87
Goodman Financial
Texas
$1.44M +$27.1K +830 +2%
CW
88
CreativeOne Wealth
Kansas
$1.43M -$1.04M -31,866 -42%
CF
89
Centaurus Financial
California
$1.41M +$101K +3,097 +8%
VFA
90
Voya Financial Advisors
Connecticut
$1.3M +$468K +14,445 +56%
GVAG
91
Great Valley Advisor Group
Delaware
$1.24M +$264K +8,096 +27%
FEG
92
Financial Enhancement Group
Indiana
$1.21M -$47.5K -1,455 -4%
AWA
93
Arete Wealth Advisors
Illinois
$1.19M +$1.19M +35,617 New
EH
94
Equitable Holdings
New York
$1.15M +$627K +19,216 +121%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$1.14M +$89.8K +2,754 +9%
FC
96
Financial Consulate
Maryland
$1.09M -$51.4K -1,574 -4%
BWFA
97
Baltimore-Washington Financial Advisors
Maryland
$1.05M -$9.91K -304 -0.9%
WAS
98
Wealth Advisory Solutions
Indiana
$1.04M +$2.97K +91 +0.3%
DWM
99
Doyle Wealth Management
Florida
$1.01M -$2.35K -72 -0.2%
PAS
100
Park Avenue Securities
New York
$930K +$75.2K +2,306 +9%
2 3
4
5 6