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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.15B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 63 closing their positions.

Holders
218
Holders Change
-33
Holders Change %
-13.15%
% of All Funds
4.82%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
37
Increased
88
Reduced
74
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$158M
2
TA
2
Tiedemann Advisors
New York
$120M
3
LPL Financial
3
LPL Financial
California
$20.5M
4
MHS
4
M Holdings Securities
Oregon
$9.73M
5
SCA
5
Spearhead Capital Advisors
Florida
$8.19M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
WA
3
Waddell & Associates
Tennessee
$380K
4
MW
4
Marcum Wealth
Ohio
$0
5
EWM
5
Executive Wealth Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
B
101
Brightworth
Georgia
$665K 26,236 +4,041 +18%
T
102
TrueFG
Texas
$633K 24,994 +7,537 +43%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$629K 24,843 +2,106 +9%
VFA
104
Voya Financial Advisors
Connecticut
$621K 24,241 +16,841 +228%
FC
105
Forte Capital
New York
$609K 24,045 -365 -1%
RWM
106
Reston Wealth Management
Virginia
$604K 23,865 +23,865 New
FHA
107
Flagship Harbor Advisors
Massachusetts
$600K 23,703 +22,914 +2,904%
NA
108
Nottingham Advisors
New York
$591K 23,331 +23,331 New
VBFP
109
Valtinson Bruner Financial Planning
Minnesota
$586K 20,968 -3,920 -16%
GVAG
110
Great Valley Advisor Group
Delaware
$583K 23,021 +5,711 +33%
CPO
111
Cerity Partners OCIO
New York
$566K 22,363 -3,381 -13%
PAS
112
Park Avenue Securities
New York
$559K 22,070 +7,190 +48%
TI
113
Trexquant Investment
Connecticut
$555K 21,914 +21,914 New
GSC
114
G&S Capital
Colorado
$540K 21,327 -15,309 -42%
TC
115
Trilogy Capital
California
$522K 18,419 +18,419 New
SIAP
116
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$509K 20,100 -800 -4%
AI
117
Atria Investments
North Carolina
$504K 19,881 -331,507 -94%
CIAS
118
Capital Investment Advisory Services
North Carolina
$499K 19,705 +7,273 +59%
CCM
119
Condor Capital Management
New Jersey
$494K 19,510 -771 -4%
APP
120
Avantax Planning Partners
Iowa
$485K 19,164 -10,586 -36%
DSC
121
Duncker Streett & Co
Missouri
$477K 18,846 +102 +0.5%
MML Investors Services
122
MML Investors Services
Massachusetts
$469K 18,531 +5,707 +45%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$445K 17,586 -110,758 -86%
OFG
124
Omega Financial Group
California
$432K 17,056 +1,760 +12%
SS
125
Simplicity Solutions
Minnesota
$425K 16,795 +5,247 +45%
3 4
5
6 7