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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.18B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
21
Increased
108
Reduced
54
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$564M
2
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$5.52M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.31M
4
GM
4
GeoWealth Management
Illinois
$2.47M
5
RA
5
RFG Advisory
Alabama
$7.74M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.64M
2
HIM
2
Hanlon Investment Management
New Jersey
$8.13M
3
CCFM
3
Clear Creek Financial Management
Washington
$12.2M
4
Jane Street
4
Jane Street
New York
$903K
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
151
Signet Financial Management
New Jersey
$275K -$17.2K -491 -6%
MIM
152
Macroview Investment Management
Maryland
$274K -$94.9K -2,797 -26%
CWM
153
Cahaba Wealth Management
Georgia
$274K +$777 +23 +0.3%
WPC
154
White Pine Capital
Minnesota
$273K – – –
OPA
155
Old Port Advisors
Maine
$259K +$52.6K +1,582 +25%
WWM
156
Windsor Wealth Management
Indiana
$258K +$258K +7,858 New
CPIG
157
Chicago Partners Investment Group
Illinois
$256K -$150K -4,380 -37%
RIA
158
Regal Investment Advisors
Michigan
$253K -$7.36K -217 -3%
PAS
159
Park Avenue Securities
New York
$251K +$251K +7,418 New
LNC
160
Lincoln National Corp
Pennsylvania
$244K +$3.33K +98 +1%
CCA
161
Cobblestone Capital Advisors
New York
$235K – – –
MSA
162
Marino Stram & Associates
Massachusetts
$232K – – –
GWM
163
Geneos Wealth Management
Colorado
$229K +$60.5K +1,800 +36%
AWM
164
Altavista Wealth Management
North Carolina
$228K – – –
JIC
165
Johnson Investment Counsel
Ohio
$228K +$237 +7 +0.1%
SBH
166
Segall Bryant & Hamill
Illinois
$226K – – –
TCM
167
Telos Capital Management
California
$221K +$221K +6,511 New
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$219K -$1.73K -51 -0.8%
PWM
169
Paulson Wealth Management
Illinois
$206K -$2.98K -88 -1%
AMM
170
American Money Management
California
$204K -$75.2K -2,217 -27%
WP
171
WealthShield Partners
North Carolina
$191K +$133K +3,938 +232%
CFA
172
Carroll Financial Associates
North Carolina
$190K -$203K -6,009 -52%
GWAG
173
Garrett Wealth Advisory Group
Texas
$183K +$183K +5,404 New
GWA
174
Guidant Wealth Advisors
Illinois
$176K – – –
US Bancorp
175
US Bancorp
Minnesota
$172K +$22.4K +660 +15%
5 6
7
8 9