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

Top Sellers

1
CAL
1
Capital Analysts LLC
Pennsylvania
$1.23M
2
SMM
2
Stadion Money Management
Georgia
$76.2M
3
IA
3
IFP Advisors
Florida
$70K
4
CFG
4
Cooper Financial Group
California
$0
5
UBS Group
5
UBS Group
Switzerland
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$11K +$33 +1 +0.3%
OSNBOA
202
Old Second National Bank of Aurora
Illinois
$8K +$850 +27 +12%
GSWM
203
Golden State Wealth Management
California
$8K +$8K +226 New
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8K +242 New
S
205
SignatureFD
Georgia
$6K +$33 +1 +0.6%
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
BlackRock
207
BlackRock
New York
$3K – – –
PA
208
Parallel Advisors
California
$3K +$33 +1 +1%
HGWM
209
Harvest Group Wealth Management
Massachusetts
$3K +$3K +84 New
Fidelity Investments
210
Fidelity Investments
Massachusetts
$2K +$1.8K +45 +900%
CFG
211
Cooper Financial Group
California
– -$3.04M -103,245 Closed
CA
212
Clearstead Advisors
Ohio
– -$666K -22,652 Closed
CS
213
Credit Suisse
Switzerland
– -$317K -10,785 Closed
UFF
214
USA Financial Formulas
Michigan
– -$297K -8,224 Closed
FPCG
215
Fort Pitt Capital Group
Pennsylvania
– -$225K -7,655 Closed
JPMPWA
216
J.P. Morgan Private Wealth Advisors
California
– -$217K -7,359 Closed
AMCA
217
Arthur M. Cohen & Associates
Illinois
– -$236 -6,544 Closed
FHA
218
First Horizon Advisors
Tennessee
– -$29K -994 Closed
MOS
219
MGO One Seven
Ohio
– -$1K -50 Closed
VFA
220
Valeo Financial Advisors
Indiana
– -$1K -22 Closed
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