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

Top Sellers

1
CAL
Capital Analysts LLC
Pennsylvania
$1.23M
2
SMM
Stadion Money Management
Georgia
$76.2M
3
IA
IFP Advisors
Florida
$70K
4
CFG
Cooper Financial Group
California
$0
5
UBS Group
UBS Group
Switzerland
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
151
MML Investors Services
Massachusetts
$294K +$294K +8,820 New
SFM
152
Signet Financial Management
New Jersey
$286K -$73.9K -2,155 -21%
GC
153
Grimes & Company
Massachusetts
$286K – – –
IAS
154
INR Advisory Services
Pennsylvania
$285K +$35.9K +1,076 +14%
EDRIA
155
Edmonds Duncan Registered Investment Advisors
Kansas
$275K – – –
MWPCG
156
Measured Wealth Private Client Group
New Hampshire
$255K +$255K +7,658 New
CWM
157
Cahaba Wealth Management
Georgia
$254K -$1.48M -44,556 -85%
BRC
158
Bell Rock Capital
Delaware
$240K +$14.8K +443 +7%
LNC
159
Lincoln National Corp
Pennsylvania
$236K -$19.8K -595 -8%
CCA
160
Cobblestone Capital Advisors
New York
$234K -$33.3K -1,000 -12%
MSA
161
Marino Stram & Associates
Massachusetts
$228K +$228K +6,847 New
AWM
162
Altavista Wealth Management
North Carolina
$224K +$224K +6,715 New
JIC
163
Johnson Investment Counsel
Ohio
$224K +$224K +6,716 New
OPA
164
Old Port Advisors
Maine
$223K +$223K +6,704 New
SFWC
165
Strategic Family Wealth Counselors
New Jersey
$207K +$207K +6,207 New
VAS
166
Vestmark Advisory Solutions
Massachusetts
$206K +$206K +6,184 New
ACM
167
AlphaStar Capital Management
North Carolina
$204K -$80.4K -9,291 -28%
GWA
168
Guidant Wealth Advisors
Illinois
$184K -$17.9K -538 -9%
WP
169
WealthShield Partners
North Carolina
$165K +$167 +5 +0.1%
US Bancorp
170
US Bancorp
Minnesota
$147K -$15.9K -479 -10%
WCM
171
WealthBridge Capital Management
Ohio
$144K +$8.47K +249 +6%
IWMA
172
Ironwood Wealth Management (Arizona)
Arizona
$122K +$92.1K +2,757 +308%
GWM
173
Geneos Wealth Management
Colorado
$118K +$72.3K +2,175 +158%
QAM
174
QCI Asset Management
New York
$107K – – –
FRA
175
Front Row Advisors
California
$103K +$301 +9 +0.3%
5 6
7
8 9