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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

132 hedge funds and large institutions have $395M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
132
Holders Change
+25
Holders Change %
+23.36%
% of All Funds
3.03%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
34
Increased
63
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$114M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$6.88M
3
UBS Group
3
UBS Group
Switzerland
$6.25M
4
Morgan Stanley
4
Morgan Stanley
New York
$5M
5
CF
5
Copperwynd Financial
Arizona
$2.9M

Top Sellers

1
HH
1
Hilltop Holdings
Texas
$414K
2
SMM
2
Stadion Money Management
Georgia
$84.3M
3
AIS
3
Accurate Investment Solutions
Pennsylvania
$32K
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$114M 3,262,092 +3,112,227 +2,077%
SMM
2
Stadion Money Management
Georgia
$84.3M 2,417,121 -167,862 -6%
RJA
3
Raymond James & Associates
Florida
$13.2M 377,502 -5,272 -1%
RA
4
RFG Advisory
Alabama
$8.89M 254,901 +32,530 +15%
CAL
5
Capital Analysts LLC
Pennsylvania
$8.48M 243,178 -1,793 -0.7%
PWA
6
Peterson Wealth Advisors
Utah
$8.48M 243,011 +7,209 +3%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$6.88M 197,359 +197,359 New
UBS Group
8
UBS Group
Switzerland
$6.25M 179,161 +121,539 +211%
WI
9
WrapManager Inc
California
$5.72M 164,092 +18,143 +12%
SAM
10
Stringer Asset Management
Tennessee
$5.56M 159,400 -3,799 -2%
WAS
11
Winch Advisory Services
Wisconsin
$5.17M 148,149 -7,478 -5%
FI
12
FormulaFolio Investments
Michigan
$5.06M 145,137 +22,735 +19%
Morgan Stanley
13
Morgan Stanley
New York
$5M 143,314 +86,318 +151%
SFG
14
StrategIQ Financial Group
Indiana
$4.96M 142,075 +2,898 +2%
JWM
15
Jackson Wealth Management
Florida
$4.05M 113,424 -7,102 -6%
William Blair & Company
16
William Blair & Company
Illinois
$3.79M 108,685 -33,950 -24%
Jane Street
17
Jane Street
New York
$3.51M 100,680 +38,834 +63%
CFGF
18
Compass Financial Group (Florida)
Florida
$3.16M 90,660 +3,509 +4%
IA
19
IFP Advisors
Florida
$3.15M 90,274 +60,372 +202%
CCT
20
Chemung Canal Trust
New York
$3.14M 89,991 – –
MFT
21
Moisand Fitzgerald Tamayo
Florida
$3.04M 87,082 +1,757 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.04M 87,027 +7,547 +9%
CF
23
Copperwynd Financial
Arizona
$2.9M 83,094 +83,094 New
BBA
24
Braun-Bostich & Associates
Pennsylvania
$2.82M 80,881 +20,254 +33%
LWA
25
Lenox Wealth Advisors
New York
$2.79M 80,060 +80,060 New
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