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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.

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 %
LWAC
151
Laurel Wealth Advisors (California)
California
$416K +$416K +11,493 New
FIM
152
Fernwood Investment Management
Massachusetts
$414K +$48.5K +1,340 +13%
AF
153
Affiance Financial
Minnesota
$413K – – –
SW
154
SlateStone Wealth
Florida
$410K +$906 +25 +0.2%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$409K +$409K +11,296 New
CIAS
156
CBIZ Investment Advisory Services
Ohio
$408K – – –
22CM
157
20/20 Capital Management
California
$405K +$405K +11,158 New
ISWM
158
Independent Solutions Wealth Management
New York
$398K +$398K +10,999 New
Mariner
159
Mariner
Kansas
$387K -$97K -2,674 -20%
PWMG
160
Prestige Wealth Management Group
New Jersey
$387K +$67.5K +1,865 +21%
AA
161
Alesco Advisors
New York
$364K -$49.8K -1,373 -12%
SFS
162
Sowell Financial Services
Arkansas
$354K -$96.1K -2,653 -21%
MIM
163
Macroview Investment Management
Maryland
$349K +$56.5K +1,560 +19%
WWM
164
Windsor Wealth Management
Indiana
$342K +$57K +1,570 +20%
LFG
165
LifePlan Financial Group
Ohio
$334K +$2.14K +59 +0.6%
IWMA
166
Ironwood Wealth Management (Arizona)
Arizona
$332K -$90.4K -2,492 -21%
CIA
167
Compass Ion Advisors
Pennsylvania
$331K +$331K +9,136 New
PWM
168
Perigon Wealth Management
California
$322K +$3K +83 +0.9%
GC
169
Grimes & Company
Massachusetts
$316K – – –
CWM
170
Cahaba Wealth Management
Georgia
$294K +$975 +27 +0.3%
WPC
171
White Pine Capital
Minnesota
$292K – – –
CAS
172
Cascadia Advisory Services
Oregon
$289K +$289K +7,977 New
EDRIA
173
Edmonds Duncan Registered Investment Advisors
Kansas
$286K -$13.1K -363 -4%
OPA
174
Old Port Advisors
Maine
$285K +$3.93K +109 +1%
SFM
175
Signet Financial Management
New Jersey
$284K -$217 -6 -0.1%
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7
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