SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF

152 hedge funds and large institutions have $622M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
30
Increased
78
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$254K +$254K +7,029 New
WP
102
WealthPLAN Partners
Nebraska
$250K +$250K +7,769 New
SBH
103
Segall Bryant & Hamill
Illinois
$242K
DSC
104
Duncker Streett & Co
Missouri
$237K +$174K +4,816 +279%
ASN
105
Advisory Services Network
Georgia
$223K +$196K +5,412 +728%
SIAP
106
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$222K +$222K +6,150 New
JIC
107
JRM Investment Counsel
Nebraska
$209K +$867 +24 +0.4%
CPIG
108
Chicago Partners Investment Group
Illinois
$207K +$6.93K +217 +3%
NA
109
NewEdge Advisors
Louisiana
$206K +$206K +5,702 New
KFA
110
Kays Financial Advisory
Georgia
$203K +$203K +5,611 New
BRC
111
Bell Rock Capital
Delaware
$195K +$44K +1,231 +29%
VDFA
112
Vickerman & Driscoll Financial Advisors
Washington
$173K +$21.1K +584 +14%
BAM
113
Belpointe Asset Management
Nevada
$171K +$171K +4,726 New
RMAM
114
Raab & Moskowitz Asset Management
New Jersey
$159K +$159K +4,421 New
SFM
115
Signet Financial Management
New Jersey
$152K +$2.24K +62 +1%
CAL
116
Capital Advisors Ltd
Ohio
$133K +$133K +3,687 New
WP
117
WealthShield Partners
North Carolina
$121K +$30.5K +841 +34%
QAM
118
QCI Asset Management
New York
$117K
AWM
119
Avior Wealth Management
Nebraska
$106K +$6.39K +176 +6%
IAS
120
INR Advisory Services
Pennsylvania
$99K +$45.3K +1,252 +84%
AG
121
Advisor Group
Arizona
$95K +$66.2K +1,828 +230%
MWPCG
122
Measured Wealth Private Client Group
New Hampshire
$71K +$71K +1,974 New
AF
123
Advisornet Financial
Minnesota
$51K +$861 +24 +2%
SFSIG
124
San Francisco Sentry Investment Group
California
$51K +$51K +1,406 New
GWM
125
Geneos Wealth Management
Colorado
$46K