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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 %
JIC
201
Johnson Investment Counsel
Ohio
$204K -$40.3K -1,111 -17%
US Bancorp
202
US Bancorp
Minnesota
$202K +$17.8K +492 +10%
CFA
203
Carroll Financial Associates
North Carolina
$193K -$10.2K -282 -5%
GRP
204
Global Retirement Partners
California
$183K +$53.9K +1,491 +42%
APA
205
American Portfolios Advisors
New York
$170K +$21.4K +590 +14%
WP
206
WealthShield Partners
North Carolina
$168K -$35.6K -986 -17%
RMAM
207
Raab & Moskowitz Asset Management
New Jersey
$146K +$146K +4,043 New
VC
208
Vicus Capital
Pennsylvania
$139K +$7.55K +209 +6%
ACM
209
Anfield Capital Management
California
$139K +$139K +3,811 New
BBA
210
Braun-Bostich & Associates
Pennsylvania
$138K +$138K +3,811 New
ACA
211
Aptus Capital Advisors
Alabama
$137K +$121K +3,376 +781%
QAM
212
QCI Asset Management
New York
$117K – – –
TA
213
TFG Advisers
Michigan
$113K +$113K +3,127 New
FRA
214
Front Row Advisors
California
$112K – – –
SPIA
215
Steward Partners Investment Advisory
New York
$90K – – –
IFWM
216
Institute for Wealth Management
Colorado
$77K +$77K +2,112 New
VCP
217
Verus Capital Partners
Arizona
$76K +$76K +2,088 New
ASN
218
Advisory Services Network
Georgia
$57K -$54.8K -1,526 -49%
JPMorgan Chase & Co
219
JPMorgan Chase & Co
New York
$56K +$56K +1,545 New
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$2.75K +76 +5%
OSNBOA
221
Old Second National Bank of Aurora
Illinois
$53K +$6.06K +167 +13%
CAC
222
Certified Advisory Corp
Florida
$46K -$23.7K -654 -34%
AIS
223
Accurate Investment Solutions
Pennsylvania
$46K +$12.6K +352 +38%
Fidelity Investments
224
Fidelity Investments
Massachusetts
$39K +$3.63K +99 +10%
FWP
225
FAS Wealth Partners
Kansas
$35K +$35K +958 New
7 8
9
10 11