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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

226 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
4.65%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
40
Increased
98
Reduced
68
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$713M
2
TA
2
Tiedemann Advisors
New York
$236M
3
UBS Group
3
UBS Group
Switzerland
$75.1M
4
VA
4
Valmark Advisers
Ohio
$256M
5
LPL Financial
5
LPL Financial
California
$67.6M

Top Sellers

1
NAS
1
Nicolet Advisory Services
Wisconsin
$6.2M
2
SCA
2
Spearhead Capital Advisors
Florida
$0
3
William Blair & Company
3
William Blair & Company
Illinois
$25K
4
Ameriprise
4
Ameriprise
Minnesota
$7.91M
5
SRSA
5
S.R. Schill & Associates
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
201
Barnett & Company
Tennessee
$23K – – –
CWA
202
Carolina Wealth Advisors
South Carolina
$18K – – –
WAS
203
Winch Advisory Services
Wisconsin
$14K -$8.54K -272 -38%
FCM
204
Firestone Capital Management
Florida
$13K – – –
CL
205
Cabana LLC
Arkansas
$13K +$13K +420 New
SWA
206
Sutton Wealth Advisors
Florida
$11.6K – – –
Citigroup
207
Citigroup
New York
$11K +$860 +28 +8%
FA
208
Faithward Advisors
Pennsylvania
$11K +$3.07K +97 +39%
AF
209
Advisornet Financial
Minnesota
$10K -$28.7K -940 -74%
BlackRock
210
BlackRock
New York
$8K -$1.25K -39 -14%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$7K – – –
RCA
212
Rowland Carmichael Advisors
Arizona
$7K – – –
GTAM
213
Global Trust Asset Management
Florida
$6K -$1.33K -42 -18%
S
214
SignatureFD
Georgia
$6K +$33 +1 +0.5%
MWA
215
MFA Wealth Advisors
Pennsylvania
$5.45K +$5.45K +174 New
CFD
216
Creative Financial Designs
Indiana
$5K +$2.15K +65 +76%
MHR
217
Matthew Hamilton Rosenberg
$5K +$5K +150 New
ACA
218
Atlas Capital Advisors
Wyoming
$4.94K – – –
OPS
219
Orion Portfolio Solutions
Nebraska
$1K – – –
LFG
220
Larson Financial Group
Missouri
$1K +$100 +2 +11%
GI
221
Gradient Investments
Minnesota
$1K +$415 +17 +71%
NA
222
Nottingham Advisors
New York
$856 +$120 +3,822 +16%
SCA
223
Spearhead Capital Advisors
Florida
– -$8.19M -323,162 Closed
SRSA
224
S.R. Schill & Associates
Washington
– -$4.75M -187,585 Closed
BC
225
Brio Consultants
California
– -$1.24M -48,998 Closed
7 8
9
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