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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 %
FHA
201
First Horizon Advisors
Tennessee
$14K +$14K +400 New
ACA
202
Aptus Capital Advisors
Alabama
$14K +$14K +432 New
FHA
203
Flagship Harbor Advisors
Massachusetts
$13K – – –
SWA
204
Sutton Wealth Advisors
Florida
$12.6K – – –
Citigroup
205
Citigroup
New York
$11K – – –
S
206
SignatureFD
Georgia
$11K +$4.84K +142 +78%
BlackRock
207
BlackRock
New York
$7K +$3.54K +98 +102%
AIC
208
Ameritas Investment Company
Nebraska
$7K +$7K +188 New
DP
209
Denver PWM
Colorado
$5.63K +$5.63K +167 New
RCA
210
Rowland Carmichael Advisors
Arizona
$5K +$1.52K +42 +44%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$3K -$30 -1 -1%
PA
212
Parallel Advisors
California
$3K +$32 +1 +1%
SIS
213
Sound Income Strategies
Florida
$3K +$1.92K +57 +178%
FAAS
214
First Allied Advisory Services
California
$1K +$1K +38 New
AMCA
215
Arthur M. Cohen & Associates
Illinois
$284 +$284 +8,384 New
CF
216
Copperwynd Financial
Arizona
– -$2.86M -83,898 Closed
SAM
217
Stringer Asset Management
Tennessee
– -$2.73M -80,047 Closed
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
– -$1.54M -45,147 Closed
Citadel Advisors
219
Citadel Advisors
Florida
– -$1.2M -35,333 Closed
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
– -$1.15M -33,838 Closed
AFS
221
Access Financial Services
Minnesota
– -$638K -18,730 Closed
Stifel Financial
222
Stifel Financial
Missouri
– -$604K -17,727 Closed
RWM
223
Reston Wealth Management
Virginia
– -$563K -16,537 Closed
5L
224
55I LLC
Massachusetts
– -$424K -12,451 Closed
CA
225
Cetera Advisors
Colorado
– -$345K -10,073 Closed
6 7 8
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