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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

251 hedge funds and large institutions have $1.41B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 70 reducing their positions, and 17 closing their positions.

Holders
251
Holders Change
+33
Holders Change %
+15.14%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
53
Increased
106
Reduced
70
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$698M
2
MW
2
Marcum Wealth
Ohio
$29.1M
3
MWPCG
3
Measured Wealth Private Client Group
New Hampshire
$14.6M
4
Jane Street
4
Jane Street
New York
$8.07M
5
TF
5
TRH Financial
Iowa
$6.78M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$9.2M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$22.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$6.42M
4
IA
4
IFP Advisors
Florida
$4.02M
5
PEA
5
Pacific Edge Advisors
California
$784K
Name Market Value Shares Shares
Change 		Shares
Change %
APP
101
Avantax Planning Partners
Iowa
$1.08M 29,750 -436 -1%
GM
102
GeoWealth Management
Illinois
$1.03M 28,359 -44,427 -61%
CPO
103
Cerity Partners OCIO
New York
$927K 25,744 -1,177 -4%
VBFP
104
Valtinson Bruner Financial Planning
Minnesota
$899K 24,888 -474 -2%
FC
105
Forte Capital
New York
$884K 24,410 -646 -3%
AC
106
Avestar Capital
New York
$868K 23,981 -147 -0.6%
AG
107
Advisor Group
Arizona
$828K 22,869 +11,419 +100%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$823K 22,737 -17,266 -43%
B
109
Brightworth
Georgia
$804K 22,195 +1,582 +8%
SMG
110
Smart Money Group
Texas
$804K 22,171 +2,218 +11%
CA
111
Crumly & Associates
Illinois
$804K 22,204 +22,204 New
WAS
112
Wealth Advisory Solutions
Indiana
$797K 22,004 +22,004 New
PEA
113
Pacific Edge Advisors
California
$784K 21,650 -91,950 -81%
SIAP
114
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$757K 20,900 -200 -0.9%
WP
115
WealthPLAN Partners
Nebraska
$747K 20,335 -10,990 -35%
CCM
116
Condor Capital Management
New Jersey
$735K 20,281 +4 +0%
RFN
117
RDA Financial Network
Iowa
$701K 19,500 +79 +0.4%
RC
118
Roundview Capital
New Jersey
$695K 19,190 +1,049 +6%
BIP
119
Blueprint Investment Partners
North Carolina
$695K 19,176 +19,176 New
TA
120
TCG Advisors
Texas
$686K 18,935 -2,494 -12%
DSC
121
Duncker Streett & Co
Missouri
$679K 18,744 +144 +0.8%
BFA
122
Beacon Financial Advisory
Ohio
$650K 17,962 +17,962 New
HSA
123
HBK Sorce Advisory
Pennsylvania
$642K 17,723 – –
T
124
TrueFG
Texas
$632K 17,457 +17,457 New
GVAG
125
Great Valley Advisor Group
Delaware
$627K 17,310 +5,445 +46%
3 4
5
6 7