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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.18B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
21
Increased
108
Reduced
54
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$564M
2
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$5.52M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.31M
4
GM
4
GeoWealth Management
Illinois
$2.47M
5
RA
5
RFG Advisory
Alabama
$7.74M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.64M
2
HIM
2
Hanlon Investment Management
New Jersey
$8.13M
3
CCFM
3
Clear Creek Financial Management
Washington
$12.2M
4
Jane Street
4
Jane Street
New York
$903K
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
176
American Portfolios Advisors
New York
$139K +$124K +3,650 +793%
AIM
177
Advantage Investment Management
Iowa
$131K +$6.96K +206 +6%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$131K +$81.7K +2,403 +166%
BCI
179
Brinker Capital Investments
Pennsylvania
$127K -$822K -24,279 -87%
GRP
180
Global Retirement Partners
California
$121K +$85.6K +2,523 +241%
QAM
181
QCI Asset Management
New York
$109K – – –
ASN
182
Advisory Services Network
Georgia
$106K – – –
FRA
183
Front Row Advisors
California
$105K – – –
SPIA
184
Steward Partners Investment Advisory
New York
$84K – – –
CAC
185
Certified Advisory Corp
Florida
$65K – – –
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$61K +$58.8K +1,736 +2,713%
SFSIG
187
San Francisco Sentry Investment Group
California
$48K +$201 +6 +0.4%
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$47K +$24.1K +712 +105%
OSNBOA
189
Old Second National Bank of Aurora
Illinois
$44K +$35.4K +1,039 +409%
TF
190
TimeScale Financial
Massachusetts
$37K – – –
Fidelity Investments
191
Fidelity Investments
Massachusetts
$33K +$31.3K +915 +1,794%
AIS
192
Accurate Investment Solutions
Pennsylvania
$32K – – –
GSWM
193
Golden State Wealth Management
California
$31K +$23.5K +703 +311%
BC
194
Barnett & Company
Tennessee
$26K – – –
MA
195
MCF Advisors
Kentucky
$26K – – –
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$26K – – –
JWA
197
JFS Wealth Advisors
Pennsylvania
$26K +$34 +1 +0.1%
FANJ
198
Financial Architects (New Jersey)
New Jersey
$26K +$26K +776 New
CCM
199
Cribstone Capital Management
Maine
$17K – – –
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$16K -$77.9K -2,234 -83%
6 7
8
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