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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

182 hedge funds and large institutions have $635M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
56
Increased
76
Reduced
34
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$276M
2
AA
Advisory Alpha
Michigan
$12.9M
3
CG
Colony Group
Massachusetts
$6.14M
4
William Blair & Company
William Blair & Company
Illinois
$8.56M
5
Morgan Stanley
Morgan Stanley
New York
$10.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$11.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
WAS
Winch Advisory Services
Wisconsin
$0
4
ACI
Alpha Cubed Investments
California
$0
5
JWM
Jackson Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Parallel Advisors
California
$2K +$2K +91 New
VFA
177
Valeo Financial Advisors
Indiana
$1K – – –
MOS
178
MGO One Seven
Ohio
$1K +$1K +50 New
AMCA
179
Arthur M. Cohen & Associates
Illinois
$236 – – –
CF
180
Centaurus Financial
California
$14 +$14 +398 +6,633%
RJFSA
181
Raymond James Financial Services Advisors
Florida
– -$18.4M -507,689 Closed
WAS
182
Winch Advisory Services
Wisconsin
– -$5.38M -148,827 Closed
ACI
183
Alpha Cubed Investments
California
– -$4.41M -132,378 Closed
JWM
184
Jackson Wealth Management
Florida
– -$4.05M -111,921 Closed
CF
185
Copperwynd Financial
Arizona
– -$3.43M -94,777 Closed
CFGF
186
Compass Financial Group (Florida)
Florida
– -$3.36M -92,900 Closed
HH
187
Hilltop Holdings
Texas
– -$1.62M -44,839 Closed
Jane Street
188
Jane Street
New York
– -$1.16M -32,063 Closed
SPIA
189
Steward Partners Investment Advisory
New York
– -$1.04M -28,660 Closed
SS
190
Simplicity Solutions
Minnesota
– -$962K -26,611 Closed
AWM
191
AE Wealth Management
Kansas
– -$926K -25,620 Closed
TRCT
192
Tower Research Capital (TRC)
New York
– -$573K -15,847 Closed
Mariner
193
Mariner
Kansas
– -$255K -7,043 Closed
SBH
194
Segall Bryant & Hamill
Illinois
– -$242K -6,681 Closed
JIC
195
JRM Investment Counsel
Nebraska
– -$209K -5,784 Closed
NA
196
NewEdge Advisors
Louisiana
– -$206K -5,702 Closed
KFA
197
Kays Financial Advisory
Georgia
– -$203K -5,611 Closed
VDFA
198
Vickerman & Driscoll Financial Advisors
Washington
– -$173K -4,779 Closed
BAM
199
Belpointe Asset Management
Nevada
– -$171K -4,726 Closed
RMAM
200
Raab & Moskowitz Asset Management
New Jersey
– -$159K -4,421 Closed
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