SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.15B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-33
Holders Change %
-13.15%
% of All Funds
4.82%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
37
Increased
88
Reduced
74
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$158M
2
TA
2
Tiedemann Advisors
New York
$120M
3
LPL Financial
3
LPL Financial
California
$20.5M
4
MHS
4
M Holdings Securities
Oregon
$9.73M
5
SCA
5
Spearhead Capital Advisors
Florida
$8.19M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
WA
3
Waddell & Associates
Tennessee
$380K
4
MW
4
Marcum Wealth
Ohio
$0
5
EWM
5
Executive Wealth Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
201
Citigroup
New York
$8K -$2.42M -100,000 -100%
BlackRock
202
BlackRock
New York
$7K – – –
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$7K +$4.45K +174 +174%
FA
204
Faithward Advisors
Pennsylvania
$6K -$16.3K -680 -73%
RCA
205
Rowland Carmichael Advisors
Arizona
$6K -$3.75K -142 -38%
GTAM
206
Global Trust Asset Management
Florida
$6K +$6K +231 New
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$5K – – –
S
208
SignatureFD
Georgia
$5K +$27 +1 +0.5%
ACA
209
Atlas Capital Advisors
Wyoming
$4K +$4K +158 New
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$4K +$23 +1 +0.6%
CFD
211
Creative Financial Designs
Indiana
$2K -$4.98K -214 -71%
WA
212
WBH Advisory
Maryland
$1.98K +$1.98K +78,273 New
OPS
213
Orion Portfolio Solutions
Nebraska
$1K – – –
GI
214
Gradient Investments
Minnesota
$1K +$42 +1 +4%
MWM
215
MBE Wealth Management
Wisconsin
$1K +$1K +75 New
FGAM
216
Financial Gravity Asset Management
Texas
$551 +$549 +21,670 +27,088%
SMM
217
Stadion Money Management
Georgia
– -$78.1M -2,156,072 Closed
RJA
218
Raymond James & Associates
Florida
– -$36.8M -1,015,923 Closed
MW
219
Marcum Wealth
Ohio
– -$29.1M -803,046 Closed
EWM
220
Executive Wealth Management
Michigan
– -$12.1M -333,334 Closed
AAS
221
Annex Advisory Services
Wisconsin
– -$9.12M -251,691 Closed
HIM
222
Hanlon Investment Management
New Jersey
– -$8.18M -225,727 Closed
RJFSA
223
Raymond James Financial Services Advisors
Florida
– -$7.32M -202,079 Closed
FFA
224
Fragasso Financial Advisors
Pennsylvania
– -$4.39M -121,106 Closed
LI
225
LVZ Inc
Michigan
– -$3.56M -98,317 Closed
7 8
9
10 11