SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

211 hedge funds and large institutions have $948M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+29
Holders Change %
+15.93%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.3%
New
40
Increased
102
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$420M
2
WA
2
Waddell & Associates
Tennessee
$40.3M
3
CFA
3
Carroll Financial Associates
North Carolina
$22.7M
4
WAS
4
Winch Advisory Services
Wisconsin
$9.56M
5
SRSA
5
S.R. Schill & Associates
Washington
$5.66M

Top Sellers

1
CAL
1
Capital Analysts LLC
Pennsylvania
$1.23M
2
SMM
2
Stadion Money Management
Georgia
$76.2M
3
IA
3
IFP Advisors
Florida
$70K
4
CFG
4
Cooper Financial Group
California
$0
5
UBS Group
5
UBS Group
Switzerland
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
126
Advisor Group
Arizona
$413K +$86K +2,578 +26%
KWM
127
Kingsview Wealth Management
Oregon
$407K +$22.1K +662 +6%
CPIG
128
Chicago Partners Investment Group
Illinois
$405K +$133K +3,879 +49%
DSC
129
Duncker Streett & Co
Missouri
$401K +$174K +5,231 +77%
AFP
130
Ausdal Financial Partners
Iowa
$391K +$62.2K +1,868 +19%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$385K -$427K -12,836 -53%
GVAG
132
Great Valley Advisor Group
Delaware
$385K +$385K +11,556 New
AF
133
Affiance Financial
Minnesota
$380K -$690K -20,708 -64%
SW
134
SlateStone Wealth
Florida
$376K – – –
AC
135
Alexandria Capital
Virginia
$363K +$106K +3,169 +41%
Mariner
136
Mariner
Kansas
$361K +$361K +10,825 New
WP
137
WealthSource Partners
California
$358K -$226K -6,773 -39%
RC
138
Roundview Capital
New Jersey
$358K +$358K +10,742 New
BPWA
139
Beacon Pointe Wealth Advisors
California
$355K +$355K +10,642 New
AF
140
Advisornet Financial
Minnesota
$346K +$32.3K +969 +10%
MIM
141
Macroview Investment Management
Maryland
$339K +$171K +5,142 +102%
SBH
142
Segall Bryant & Hamill
Illinois
$337K +$337K +10,113 New
FIM
143
Fernwood Investment Management
Massachusetts
$336K +$336K +10,088 New
PWM
144
Paulson Wealth Management
Illinois
$329K +$35.2K +1,056 +12%
LFG
145
LifePlan Financial Group
Ohio
$320K +$73.9K +2,217 +30%
AA
146
Alesco Advisors
New York
$319K +$16.2K +486 +5%
CA
147
Cetera Advisors
Colorado
$317K +$47.9K +1,450 +18%
AWM
148
Avior Wealth Management
Nebraska
$313K +$137K +4,109 +78%
CIAS
149
Capital Investment Advisory Services
North Carolina
$306K -$24.7K -742 -7%
DSN
150
D. Scott Neal
Kentucky
$305K +$26.5K +795 +10%
4 5
6
7 8