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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

226 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
4.65%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
40
Increased
98
Reduced
68
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$713M
2
TA
2
Tiedemann Advisors
New York
$236M
3
UBS Group
3
UBS Group
Switzerland
$75.1M
4
VA
4
Valmark Advisers
Ohio
$256M
5
LPL Financial
5
LPL Financial
California
$67.6M

Top Sellers

1
NAS
1
Nicolet Advisory Services
Wisconsin
$6.2M
2
SCA
2
Spearhead Capital Advisors
Florida
$0
3
William Blair & Company
3
William Blair & Company
Illinois
$25K
4
Ameriprise
4
Ameriprise
Minnesota
$7.91M
5
SRSA
5
S.R. Schill & Associates
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
101
Simplicity Solutions
Minnesota
$938K +$413K +13,226 +79%
GVAG
102
Great Valley Advisor Group
Delaware
$932K +$213K +6,839 +30%
MCWS
103
McKinley Carter Wealth Services
West Virginia
$861K -$37K -1,183 -4%
T
104
TrueFG
Texas
$831K +$49.6K +1,588 +6%
FC
105
Forte Capital
New York
$826K +$74.7K +2,391 +10%
PAS
106
Park Avenue Securities
New York
$819K +$129K +4,132 +19%
FHA
107
Flagship Harbor Advisors
Massachusetts
$799K +$58.9K +1,888 +8%
VFA
108
Voya Financial Advisors
Connecticut
$795K +$47K +1,524 +6%
WP
109
WealthPLAN Partners
Nebraska
$778K -$54.9K -1,602 -7%
RWM
110
Reston Wealth Management
Virginia
$760K +$14.3K +459 +2%
GM
111
GeoWealth Management
Illinois
$750K +$750K +23,969 New
CIAS
112
Capital Investment Advisory Services
North Carolina
$703K +$87.5K +2,803 +14%
GSC
113
G&S Capital
Colorado
$676K +$9.19K +294 +1%
EFL
114
ERn Financial LLC
Wisconsin
$671K -$2.04M -65,358 -75%
SIAP
115
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$643K +$15.6K +500 +2%
TRCT
116
Tower Research Capital (TRC)
New York
$637K +$637K +20,366 New
CCM
117
Condor Capital Management
New Jersey
$619K +$9.31K +298 +2%
DSC
118
Duncker Streett & Co
Missouri
$591K +$2.47K +79 +0.4%
APP
119
Avantax Planning Partners
Iowa
$569K -$30.4K -971 -5%
KWM
120
Kingsview Wealth Management
Oregon
$549K +$32.6K +1,042 +6%
OFG
121
Omega Financial Group
California
$526K -$6.56K -210 -1%
ASN
122
Advisory Services Network
Georgia
$516K +$371K +11,863 +255%
WJWM
123
Williams Jones Wealth Management
New York
$507K – – –
Renaissance Technologies
124
Renaissance Technologies
New York
$500K +$500K +16,000 New
EH
125
Equitable Holdings
New York
$497K +$497K +15,911 New
3 4
5
6 7