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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

211 hedge funds and large institutions have $948M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+29
Holders Change %
+15.93%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.3%
New
40
Increased
102
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$420M
2
WA
Waddell & Associates
Tennessee
$40.3M
3
CFA
Carroll Financial Associates
North Carolina
$22.7M
4
WAS
Winch Advisory Services
Wisconsin
$9.56M
5
SRSA
S.R. Schill & Associates
Washington
$5.66M

Top Sellers

1
CAL
Capital Analysts LLC
Pennsylvania
$1.23M
2
SMM
Stadion Money Management
Georgia
$76.2M
3
IA
IFP Advisors
Florida
$70K
4
CFG
Cooper Financial Group
California
$0
5
UBS Group
UBS Group
Switzerland
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
176
PRW Wealth Management
Massachusetts
$83K +$83K +2,500 New
IA
177
IFP Advisors
Florida
$70K -$3.66M -109,726 -98%
ASN
178
Advisory Services Network
Georgia
$54K +$26.8K +800 +98%
AIM
179
Advantage Investment Management
Iowa
$50K +$43.3K +1,297 +645%
CFGS
180
Concourse Financial Group Securities
Alabama
$49K +$4.72K +143 +11%
SFSIG
181
San Francisco Sentry Investment Group
California
$47K +$166 +5 +0.4%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$47K +$33K +984 +236%
MA
183
MCF Advisors
Kentucky
$37K +$9.36K +284 +34%
SHIM
184
Stone House Investment Management
Pennsylvania
$34K -$287K -8,640 -89%
WAM
185
Wealthspire Advisors (Maryland)
Maryland
$33K – – –
AIS
186
Accurate Investment Solutions
Pennsylvania
$31K +$31K +930 New
RCAG
187
Rehmann Capital Advisory Group
Michigan
$29.5K -$14.5K -434 -33%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$26K – – –
BC
189
Barnett & Company
Tennessee
$26K – – –
JWA
190
JFS Wealth Advisors
Pennsylvania
$26K +$4.07K +120 +19%
ADL
191
Asset Dedication LLC
California
$24K +$24K +677 New
CF
192
Centaurus Financial
California
$21.5K +$9.39K +313 +77%
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$10.4K +313 +97%
RFC
194
Regions Financial Corp
Alabama
$19K – – –
APA
195
American Portfolios Advisors
New York
$15.3K +$15.3K +460 New
LWM
196
Liberty Wealth Management
California
$14K – – –
GRP
197
Global Retirement Partners
California
$13K -$475K -13,999 -97%
SWA
198
Sutton Wealth Advisors
Florida
$12.4K – – –
FHA
199
Flagship Harbor Advisors
Massachusetts
$12K – – –
Citigroup
200
Citigroup
New York
$11K – – –
5 6 7
8
9