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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

182 hedge funds and large institutions have $635M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
56
Increased
76
Reduced
34
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$276M
2
AA
Advisory Alpha
Michigan
$12.9M
3
CG
Colony Group
Massachusetts
$6.14M
4
William Blair & Company
William Blair & Company
Illinois
$8.56M
5
Morgan Stanley
Morgan Stanley
New York
$10.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$11.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
WAS
Winch Advisory Services
Wisconsin
$0
4
ACI
Alpha Cubed Investments
California
$0
5
JWM
Jackson Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UAS
126
United Asset Strategies
New York
$246K -$5.79K -197 -2%
DSN
127
D. Scott Neal
Kentucky
$246K – – –
EDRIA
128
Edmonds Duncan Registered Investment Advisors
Kansas
$243K +$243K +8,263 New
CA
129
Cetera Advisors
Colorado
$240K +$8.34K +283 +4%
CCA
130
Cobblestone Capital Advisors
New York
$236K +$236K +8,030 New
RWM
131
Reston Wealth Management
Virginia
$234K +$234K +7,942 New
AC
132
Alexandria Capital
Virginia
$227K +$227K +7,727 New
LNC
133
Lincoln National Corp
Pennsylvania
$226K -$93.3K -3,173 -29%
FPCG
134
Fort Pitt Capital Group
Pennsylvania
$225K +$225K +7,655 New
IAS
135
INR Advisory Services
Pennsylvania
$219K +$139K +4,723 +173%
JPMPWA
136
J.P. Morgan Private Wealth Advisors
California
$217K – – –
LFG
137
LifePlan Financial Group
Ohio
$217K +$2.35K +80 +1%
DSC
138
Duncker Streett & Co
Missouri
$200K +$7.25K +246 +4%
BRC
139
Bell Rock Capital
Delaware
$196K +$37.2K +1,276 +23%
GWA
140
Guidant Wealth Advisors
Illinois
$178K +$178K +6,073 New
AWM
141
Avior Wealth Management
Nebraska
$155K +$69.5K +2,374 +81%
MIM
142
Macroview Investment Management
Maryland
$148K +$148K +5,022 +41,850%
WP
143
WealthShield Partners
North Carolina
$145K +$47.2K +1,609 +48%
US Bancorp
144
US Bancorp
Minnesota
$144K +$144K +4,895 New
DWM
145
Doyle Wealth Management
Florida
$132K +$132K +4,488 New
WCM
146
WealthBridge Capital Management
Ohio
$117K +$117K +3,985 New
QAM
147
QCI Asset Management
New York
$95K – – –
FRA
148
Front Row Advisors
California
$90K -$2.11K -72 -2%
AIC
149
Ameritas Investment Company
Nebraska
$54K +$54K +1,828 New
SFSIG
150
San Francisco Sentry Investment Group
California
$42K +$208 +7 +0.5%
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6
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