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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.

New
Increased
Maintained
Reduced
Closed
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
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$14.6M
3
Jane Street
3
Jane Street
New York
$8.07M
4
Citigroup
4
Citigroup
New York
$3.64M
5
Ameriprise
5
Ameriprise
Minnesota
$13.6M

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 Holding Trade Value Shares
Change 		Shares
Change %
AFP
126
Ausdal Financial Partners
Iowa
$623K +$111K +3,087 +22%
FLPIM
127
F.L. Putnam Investment Management
Massachusetts
$616K -$32.3K -891 -5%
CCM
128
Coldstream Capital Management
Washington
$592K -$590K -16,260 -50%
MSAM
129
Moloney Securities Asset Management
Missouri
$581K +$68.4K +1,888 +13%
ODCM
130
Old Dominion Capital Management
Virginia
$579K -$109K -3,012 -16%
TRCT
131
Tower Research Capital (TRC)
New York
$567K -$207K -5,716 -27%
C1AG
132
Client 1st Advisory Group
Florida
$563K +$563K +15,527 New
TFCP
133
Twin Focus Capital Partners
Massachusetts
$562K – – –
SAM
134
S.A. Mason
Michigan
$557K +$557K +15,377 New
OFG
135
Omega Financial Group
California
$554K -$4.46K -123 -0.8%
SMC
136
Smith, Moore & Co
Missouri
$539K – – –
PAS
137
Park Avenue Securities
New York
$539K +$270K +7,462 +101%
KBFS
138
Kohmann Bosshard Financial Services
Ohio
$516K +$25.8K +713 +5%
AF
139
Advisornet Financial
Minnesota
$515K +$75.1K +2,073 +17%
AWM
140
Avior Wealth Management
Nebraska
$514K -$36.7K -1,015 -7%
KWM
141
Kingsview Wealth Management
Oregon
$493K -$4.82K -133 -1%
NC
142
NovaPoint Capital
Georgia
$489K +$489K +13,502 New
Goldman Sachs
143
Goldman Sachs
New York
$477K -$1.37M -37,931 -74%
MML Investors Services
144
MML Investors Services
Massachusetts
$465K +$153K +4,219 +49%
CIAS
145
Capital Investment Advisory Services
North Carolina
$450K +$49.8K +1,377 +12%
CPA
146
Clear Perspective Advisors
Illinois
$446K -$498K -13,734 -53%
BPWA
147
Beacon Pointe Wealth Advisors
California
$444K +$68.2K +1,882 +18%
UAS
148
United Asset Strategies
New York
$444K +$82.9K +2,289 +23%
LFS
149
Lutz Financial Services
Nebraska
$427K +$2.06K +57 +0.5%
SS
150
Simplicity Solutions
Minnesota
$418K +$418K +11,548 New
4 5
6
7 8