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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 %
GWM
151
Geneos Wealth Management
Colorado
$40K +$2.67K +92 +7%
CFGS
152
Concourse Financial Group Securities
Alabama
$39K +$39K +1,343 New
RCAG
153
Rehmann Capital Advisory Group
Michigan
$38.8K +$38.8K +1,320 New
WAM
154
Wealthspire Advisors (Maryland)
Maryland
$29K +$29K +986 New
FHA
155
First Horizon Advisors
Tennessee
$29K +$29K +994 New
IWMA
156
Ironwood Wealth Management (Arizona)
Arizona
$26K +$17.9K +617 +223%
WAM
157
Watermark Asset Management
California
$25K +$147 +5 +0.6%
MA
158
MCF Advisors
Kentucky
$25K +$25K +839 New
ASN
159
Advisory Services Network
Georgia
$24K -$158K -5,342 -87%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$23K -$5.18K -174 -18%
BC
161
Barnett & Company
Tennessee
$23K +$19.4K +650 +533%
JWA
162
JFS Wealth Advisors
Pennsylvania
$19K +$29 +1 +0.2%
RFC
163
Regions Financial Corp
Alabama
$16K – – –
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$12K +$863 +30 +8%
LWM
165
Liberty Wealth Management
California
$12K +$12K +436 New
FHA
166
Flagship Harbor Advisors
Massachusetts
$11K – – –
SWA
167
Sutton Wealth Advisors
Florida
$10.9K – – –
Citigroup
168
Citigroup
New York
$10K – – –
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$10K +$30 +1 +0.3%
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$9K +322 New
OSNBOA
171
Old Second National Bank of Aurora
Illinois
$7K +$6.94K +225 +11,250%
AIM
172
Advantage Investment Management
Iowa
$6K +$1.76K +59 +42%
S
173
SignatureFD
Georgia
$5K +$28 +1 +0.6%
BlackRock
174
BlackRock
New York
$3K – – –
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
5 6
7
8 9