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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

232 hedge funds and large institutions have $2.1B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.69%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
30
Increased
81
Reduced
95
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$818M
2
LPL Financial
2
LPL Financial
California
$93.3M
3
HI
3
Horizon Investments
North Carolina
$19.1M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$28M
5
HIM
5
Hanlon Investment Management
New Jersey
$5.75M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$258M
2
UBS Group
2
UBS Group
Switzerland
$71M
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
HF
4
HRT Financial
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
S.A. Mason
Michigan
$371K -$6.53K -200 -2%
ACP
152
Aveo Capital Partners
Colorado
$362K +$362K +11,091 New
IWMA
153
Ironwood Wealth Management (Arizona)
Arizona
$358K – – –
Jane Street
154
Jane Street
New York
$354K +$354K +10,836 New
CAG
155
Csenge Advisory Group
Florida
$348K +$17.8K +523 +5%
MA
156
Mutual Advisors
Nebraska
$336K -$13.1K -401 -4%
GWAG
157
Garrett Wealth Advisory Group
Texas
$326K +$326K +10,002 New
SIA
158
Strategic Investment Advisors
Michigan
$307K -$8.18K -251 -3%
CCP
159
Corient Capital Partners
California
$294K +$294K +9,021 New
OPA
160
Old Port Advisors
Maine
$292K +$3.33K +102 +1%
AFP
161
Ausdal Financial Partners
Iowa
$285K +$22.6K +692 +9%
CIA
162
Compass Ion Advisors
Pennsylvania
$280K – – –
AP
163
Advisor Partners
California
$274K +$18.5K +570 +7%
22CM
164
20/20 Capital Management
California
$272K +$98 +3 +0%
AC
165
Avestar Capital
New York
$271K -$81K -2,334 -23%
WPC
166
White Pine Capital
Minnesota
$261K – – –
FNBOO
167
First National Bank of Omaha
Nebraska
$258K – – –
CA
168
Continuum Advisory
Idaho
$252K -$65.3K -1,975 -21%
DI
169
Diligent Investors
California
$251K +$4.41K +135 +2%
RFN
170
RDA Financial Network
Iowa
$250K +$3.55K +109 +1%
WA
171
Waddell & Associates
Tennessee
$246K -$158K -4,823 -39%
JPMPWA
172
J.P. Morgan Private Wealth Advisors
California
$242K +$31.9K +978 +15%
AF
173
Aldebaran Financial
$240K -$8.57K -263 -3%
GRP
174
Global Retirement Partners
California
$239K +$13.7K +420 +6%
AMM
175
American Money Management
California
$238K -$4.79K -147 -2%
5 6
7
8 9