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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

107 hedge funds and large institutions have $257M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 45 increasing their positions, 11 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+30
Holders Change %
+38.96%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
43
Increased
45
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
1
Hilltop Holdings
Texas
$6.6M
2
PWA
2
Peterson Wealth Advisors
Utah
$7.82M
3
RA
3
RFG Advisory
Alabama
$7.37M
4
WAS
4
Winch Advisory Services
Wisconsin
$5.16M
5
WI
5
WrapManager Inc
California
$4.84M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
FFS
3
Founders Financial Securities
Maryland
$0
4
AIA
4
Allegis Investment Advisors
Idaho
$0
5
SMM
5
Stadion Money Management
Georgia
$85.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SMM
1
Stadion Money Management
Georgia
$85.7M 2,584,983 -94,230 -4%
RJA
2
Raymond James & Associates
Florida
$12.7M 382,774 +59,873 +19%
CAL
3
Capital Analysts LLC
Pennsylvania
$8.12M 244,971 +1,876 +0.8%
PWA
4
Peterson Wealth Advisors
Utah
$7.82M 235,802 +170,182 +259%
RA
5
RFG Advisory
Alabama
$7.37M 222,371 +165,687 +292%
HH
6
Hilltop Holdings
Texas
$6.6M 198,953 +198,953 New
SAM
7
Stringer Asset Management
Tennessee
$5.41M 163,199 +17,795 +12%
WAS
8
Winch Advisory Services
Wisconsin
$5.16M 155,627 +155,627 New
Creative Planning
9
Creative Planning
Kansas
$4.97M 149,865 +120,111 +404%
WI
10
WrapManager Inc
California
$4.84M 145,949 +145,949 New
William Blair & Company
11
William Blair & Company
Illinois
$4.73M 142,635 +129,635 +997%
SFG
12
StrategIQ Financial Group
Indiana
$4.62M 139,177 +5,774 +4%
FI
13
FormulaFolio Investments
Michigan
$4.06M 122,402 +8,905 +8%
AIS
14
Accurate Investment Solutions
Pennsylvania
$4.01M 121,062 +121,062 New
JWM
15
Jackson Wealth Management
Florida
$3.99M 120,526 -3,004 -2%
VFA
16
Voya Financial Advisors
Connecticut
$3.9M 119,173 +119,173 New
CWSR
17
Chessman Wealth Strategies RIA
Texas
$3.61M 108,830 +108,830 New
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$3.32M 100,000 +100,000 New
CCT
19
Chemung Canal Trust
New York
$2.98M 89,991 – –
CFGF
20
Compass Financial Group (Florida)
Florida
$2.89M 87,151 +3,211 +4%
MFT
21
Moisand Fitzgerald Tamayo
Florida
$2.83M 85,325 +85,325 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.64M 79,480 +23,913 +43%
Northern Trust
23
Northern Trust
Illinois
$2.58M 77,925 +8,400 +12%
FEG
24
Financial Enhancement Group
Indiana
$2.4M 72,447 +12,828 +22%
ODCM
25
Old Dominion Capital Management
Virginia
$2.36M 71,196 -5,056 -7%
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