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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 %
MA
151
Mutual Advisors
Nebraska
$334K -$6.55K -210 -2%
BHWM
152
Bay Harbor Wealth Management
Maryland
$324K +$324K +10,354 New
AC
153
Avestar Capital
New York
$317K -$77.4K -2,479 -20%
CAG
154
Csenge Advisory Group
Florida
$304K +$304K +9,727 New
SIA
155
Strategic Investment Advisors
Michigan
$302K +$302K +9,675 New
CA
156
Continuum Advisory
Idaho
$298K -$1.93M -62,203 -87%
22CM
157
20/20 Capital Management
California
$283K -$47.8K -1,407 -14%
OPA
158
Old Port Advisors
Maine
$277K -$21K -670 -7%
FLPIM
159
F.L. Putnam Investment Management
Massachusetts
$268K -$208K -6,663 -44%
CIA
160
Compass Ion Advisors
Pennsylvania
$268K – – –
MML Investors Services
161
MML Investors Services
Massachusetts
$267K -$312K -9,989 -54%
AFP
162
Ausdal Financial Partners
Iowa
$251K -$29.2K -937 -10%
WPC
163
White Pine Capital
Minnesota
$250K -$15.6K -500 -6%
PWG
164
Private Wealth Group
Florida
$250K +$250K +8,014 New
AP
165
Advisor Partners
California
$247K -$15.6K -499 -6%
FNBOO
166
First National Bank of Omaha
Nebraska
$247K +$247K +7,895 New
AMCA
167
Arthur M. Cohen & Associates
Illinois
$239K – – –
AF
168
Aldebaran Financial
$238K +$238K +7,626 New
DI
169
Diligent Investors
California
$236K +$236K +7,549 New
RFN
170
RDA Financial Network
Iowa
$236K +$236K +7,561 New
AMM
171
American Money Management
California
$233K +$233K +7,445 New
GRP
172
Global Retirement Partners
California
$216K +$23.5K +754 +12%
LW
173
Linscomb Wealth
Texas
$211K -$1.7M -54,648 -89%
AWM
174
Altavista Wealth Management
North Carolina
$210K +$210K +6,715 New
SW
175
SkyOak Wealth
Michigan
$208K +$208K +6,643 New
5 6
7
8 9