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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 %
VBFP
126
Valtinson Bruner Financial Planning
Minnesota
$479K -$235K -6,892 -33%
AWM
127
Avior Wealth Management
Nebraska
$473K +$2.25K +72 +0.5%
GWM
128
Geneos Wealth Management
Colorado
$472K +$126K +4,180 +36%
SMC
129
Smith, Moore & Co
Missouri
$465K – – –
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$453K +$47K +1,504 +12%
TFCP
131
Twin Focus Capital Partners
Massachusetts
$450K -$34.4K -1,100 -7%
WOSD
132
WFA of San Diego
California
$446K +$446K +14,274 New
LFAS
133
Level Four Advisory Services
Texas
$435K +$435K +13,950 New
ODCM
134
Old Dominion Capital Management
Virginia
$433K -$29.8K -954 -6%
FIM
135
Fernwood Investment Management
Massachusetts
$416K – – –
Goldman Sachs
136
Goldman Sachs
New York
$411K -$1.54M -49,185 -79%
BIP
137
Blueprint Investment Partners
North Carolina
$403K +$403K +12,903 New
GL
138
Graypoint LLC
New York
$396K +$396K +12,661 New
ISWM
139
Independent Solutions Wealth Management
New York
$394K -$15.4K -494 -4%
LFG
140
LifePlan Financial Group
Ohio
$394K +$60.3K +1,929 +18%
BFA
141
Beacon Financial Advisory
Ohio
$392K -$69.4K -2,225 -15%
UAS
142
United Asset Strategies
New York
$390K -$250 -8 -0.1%
TA
143
TCG Advisors
Texas
$386K -$99.9K -3,201 -21%
WA
144
Waddell & Associates
Tennessee
$386K -$82.4K -2,636 -18%
BCI
145
Brinker Capital Investments
Pennsylvania
$373K +$43.4K +1,391 +13%
RC
146
Roundview Capital
New Jersey
$370K -$64.9K -2,077 -15%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$366K -$183K -5,861 -33%
SAM
148
S.A. Mason
Michigan
$361K +$1.03K +33 +0.3%
IWMA
149
Ironwood Wealth Management (Arizona)
Arizona
$358K -$43.3K -1,386 -11%
PWMG
150
Prestige Wealth Management Group
New Jersey
$350K +$9.15K +293 +3%
4 5
6
7 8