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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

182 hedge funds and large institutions have $635M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 26 closing their positions.

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
56
Increased
76
Reduced
34
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$276M
2
AA
2
Advisory Alpha
Michigan
$12.9M
3
CG
3
Colony Group
Massachusetts
$6.14M
4
William Blair & Company
4
William Blair & Company
Illinois
$8.56M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$11.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
WAS
3
Winch Advisory Services
Wisconsin
$0
4
ACI
4
Alpha Cubed Investments
California
$0
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
101
Financial Consulate
Maryland
$415K -$12.3K -417 -3%
SMC
102
Smith, Moore & Co
Missouri
$413K -$31.2K -1,062 -7%
DAS
103
Dynamic Advisor Solutions
Arizona
$413K +$413K +12,841 New
CCM
104
Condor Capital Management
New Jersey
$410K +$90K +3,058 +28%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$398K +$398K +13,538 New
WP
106
WealthPLAN Partners
Nebraska
$392K +$128K +3,757 +48%
LI
107
LVZ Inc
Michigan
$381K +$29.8K +1,013 +8%
LFS
108
Lutz Financial Services
Nebraska
$379K +$379K +12,877 New
KWM
109
Kingsview Wealth Management
Oregon
$340K +$133K +4,513 +64%
SW
110
SlateStone Wealth
Florida
$332K +$332K +11,288 New
MSAM
111
Moloney Securities Asset Management
Missouri
$320K -$1.05M -35,666 -77%
CS
112
Credit Suisse
Switzerland
$317K +$317K +10,785 New
BAM
113
Berkshire Asset Management
Pennsylvania
$314K +$75.8K +2,577 +32%
SFM
114
Signet Financial Management
New Jersey
$309K +$185K +6,284 +149%
UFF
115
USA Financial Formulas
Michigan
$297K +$297K +8,224 New
CIAS
116
Capital Investment Advisory Services
North Carolina
$292K -$463K -15,722 -61%
AFP
117
Ausdal Financial Partners
Iowa
$290K +$30K +1,020 +12%
AG
118
Advisor Group
Arizona
$289K +$212K +7,177 +274%
SHIM
119
Stone House Investment Management
Pennsylvania
$284K -$167K -5,678 -37%
PWM
120
Paulson Wealth Management
Illinois
$279K +$279K +8,804 New
AF
121
Advisornet Financial
Minnesota
$277K +$235K +7,999 +563%
AC
122
Avestar Capital
New York
$275K +$275K +10,152 New
AA
123
Alesco Advisors
New York
$268K +$268K +9,095 New
GC
124
Grimes & Company
Massachusetts
$253K +$253K +8,589 New
CPIG
125
Chicago Partners Investment Group
Illinois
$248K +$45.3K +1,448 +22%
3 4
5
6 7