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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

211 hedge funds and large institutions have $948M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
211
Holders Change
+29
Holders Change %
+15.93%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.3%
New
40
Increased
102
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$420M
2
WA
2
Waddell & Associates
Tennessee
$40.3M
3
CFA
3
Carroll Financial Associates
North Carolina
$22.7M
4
WAS
4
Winch Advisory Services
Wisconsin
$9.56M
5
SRSA
5
S.R. Schill & Associates
Washington
$5.66M

Top Sellers

1
CAL
1
Capital Analysts LLC
Pennsylvania
$1.23M
2
SMM
2
Stadion Money Management
Georgia
$76.2M
3
IA
3
IFP Advisors
Florida
$70K
4
CFG
4
Cooper Financial Group
California
$0
5
UBS Group
5
UBS Group
Switzerland
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
101
F.L. Putnam Investment Management
Massachusetts
$719K +$719K +21,568 New
SIAP
102
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$697K +$213K +6,400 +44%
AFS
103
Access Financial Services
Minnesota
$667K -$118K -3,532 -15%
Stifel Financial
104
Stifel Financial
Missouri
$611K +$611K +18,300 New
HSA
105
HBK Sorce Advisory
Pennsylvania
$591K – – –
RWM
106
Reston Wealth Management
Virginia
$548K +$276K +8,035 +101%
AIC
107
Ameritas Investment Company
Nebraska
$542K +$481K +14,420 +789%
OFG
108
Omega Financial Group
California
$531K -$48.9K -1,467 -8%
CCM
109
Condor Capital Management
New Jersey
$528K +$63.9K +1,919 +14%
AC
110
Avestar Capital
New York
$522K +$197K +6,173 +61%
TFCP
111
Twin Focus Capital Partners
Massachusetts
$517K +$517K +15,500 New
BBA
112
Braun-Bostich & Associates
Pennsylvania
$516K -$2.3M -68,944 -82%
AI
113
Atria Investments
North Carolina
$508K -$986K -29,568 -66%
BCI
114
Brinker Capital Investments
Pennsylvania
$506K +$506K +15,171 New
PWMG
115
Prestige Wealth Management Group
New Jersey
$504K -$5.73K -172 -1%
SMC
116
Smith, Moore & Co
Missouri
$504K +$35.4K +1,062 +8%
RFN
117
RDA Financial Network
Iowa
$489K +$489K +14,187 New
RIA
118
Regal Investment Advisors
Michigan
$484K -$85.9K -2,577 -15%
MSAM
119
Moloney Securities Asset Management
Missouri
$482K +$120K +3,590 +33%
CPA
120
Clear Perspective Advisors
Illinois
$466K -$340K -10,190 -42%
BAM
121
Berkshire Asset Management
Pennsylvania
$466K +$110K +3,298 +31%
KBFS
122
Kohmann Bosshard Financial Services
Ohio
$451K – – –
WP
123
WealthPLAN Partners
Nebraska
$440K +$54.1K +1,617 +14%
LFS
124
Lutz Financial Services
Nebraska
$430K +$1.27K +38 +0.3%
DAS
125
Dynamic Advisor Solutions
Arizona
$429K +$1.43K +43 +0.3%
3 4
5
6 7