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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.18B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
21
Increased
108
Reduced
54
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$564M
2
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$5.52M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.31M
4
GM
4
GeoWealth Management
Illinois
$2.47M
5
RA
5
RFG Advisory
Alabama
$7.74M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.64M
2
HIM
2
Hanlon Investment Management
New Jersey
$8.13M
3
CCFM
3
Clear Creek Financial Management
Washington
$12.2M
4
Jane Street
4
Jane Street
New York
$903K
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
101
Valtinson Bruner Financial Planning
Minnesota
$851K +$851K +25,362 New
FC
102
Forte Capital
New York
$849K +$50.8K +1,498 +6%
AC
103
Avestar Capital
New York
$818K +$160K +4,721 +24%
OMC
104
Old Mission Capital
Illinois
$795K +$795K +23,452 New
AC
105
Alexandria Capital
Virginia
$767K +$168K +4,949 +28%
TA
106
TCG Advisors
Texas
$726K -$38.7K -1,143 -5%
TRCT
107
Tower Research Capital (TRC)
New York
$725K +$72.7K +2,143 +11%
SIAP
108
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$715K – – –
B
109
Brightworth
Georgia
$699K +$20K +590 +3%
CCM
110
Condor Capital Management
New Jersey
$687K +$43.9K +1,295 +7%
RFN
111
RDA Financial Network
Iowa
$682K +$137K +3,895 +25%
SMG
112
Smart Money Group
Texas
$676K -$359K -10,595 -35%
ODCM
113
Old Dominion Capital Management
Virginia
$644K -$47.4K -1,398 -7%
DSC
114
Duncker Streett & Co
Missouri
$630K +$85K +2,510 +16%
RC
115
Roundview Capital
New Jersey
$615K +$66K +1,948 +12%
FLPIM
116
F.L. Putnam Investment Management
Massachusetts
$607K -$102K -3,007 -14%
HSA
117
HBK Sorce Advisory
Pennsylvania
$601K – – –
TFCP
118
Twin Focus Capital Partners
Massachusetts
$525K – – –
OFG
119
Omega Financial Group
California
$523K -$5.12K -151 -1%
AWM
120
Avior Wealth Management
Nebraska
$516K +$114K +3,378 +29%
UBS AM
121
UBS AM
Illinois
$507K +$311K +9,172 +158%
SMC
122
Smith, Moore & Co
Missouri
$504K – – –
CL
123
Cabana LLC
Arkansas
$486K +$486K +14,350 New
AFP
124
Ausdal Financial Partners
Iowa
$483K +$10.6K +312 +2%
MSAM
125
Moloney Securities Asset Management
Missouri
$480K +$2.1K +62 +0.4%
3 4
5
6 7