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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

251 hedge funds and large institutions have $1.41B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+33
Holders Change %
+15.14%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
53
Increased
106
Reduced
70
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$698M
2
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$14.6M
3
Jane Street
3
Jane Street
New York
$8.07M
4
Citigroup
4
Citigroup
New York
$3.64M
5
Ameriprise
5
Ameriprise
Minnesota
$13.6M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$9.2M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$22.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$6.42M
4
IA
4
IFP Advisors
Florida
$4.02M
5
PEA
5
Pacific Edge Advisors
California
$784K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$282K +$282K +7,779 New
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$272K +$133K +3,661 +95%
CL
178
Cabana LLC
Arkansas
$271K -$250K -6,880 -48%
VFA
179
Voya Financial Advisors
Connecticut
$268K +$268K +7,400 New
RIA
180
Regal Investment Advisors
Michigan
$266K -$4.31K -119 -2%
GWM
181
Geneos Wealth Management
Colorado
$265K +$18.8K +521 +8%
NFP
182
Narus Financial Partners
Utah
$259K +$259K +7,146 New
LNC
183
Lincoln National Corp
Pennsylvania
$257K -$3.55K -98 -1%
JAWM
184
J. Arnold Wealth Management
Ohio
$256K +$256K +7,079 New
WWM
185
WT Wealth Management
Arizona
$253K +$253K +7,000 New
BCI
186
Brinker Capital Investments
Pennsylvania
$252K +$116K +3,213 +86%
CCA
187
Cobblestone Capital Advisors
New York
$251K – – –
MSA
188
Marino Stram & Associates
Massachusetts
$248K – – –
AWM
189
Altavista Wealth Management
North Carolina
$243K – – –
AMCA
190
Arthur M. Cohen & Associates
Illinois
$239K -$64.9K -1,791 -21%
JPMPWA
191
J.P. Morgan Private Wealth Advisors
California
$234K – – –
WP
192
WealthSource Partners
California
$232K -$100K -2,773 -30%
TCM
193
Telos Capital Management
California
$230K -$5.57K -154 -2%
BAM
194
Belpointe Asset Management
Nevada
$224K +$224K +6,188 New
BRC
195
Bell Rock Capital
Delaware
$223K -$86.5K -2,447 -28%
SBH
196
Segall Bryant & Hamill
Illinois
$215K -$27.2K -750 -11%
PA
197
PFG Advisors
Arizona
$215K +$215K +5,960 New
AMM
198
American Money Management
California
$213K -$4.74K -131 -2%
NA
199
NewEdge Advisors
Louisiana
$206K +$206K +5,702 New
CAAS
200
Capital Asset Advisory Services
Michigan
$205K +$205K +5,619 New
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8
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