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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

182 hedge funds and large institutions have $635M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 26 closing their positions.

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
56
Increased
76
Reduced
34
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$276M
2
WA
2
Waddell & Associates
Tennessee
$12.9M
3
WFPG
3
Waller Financial Planning Group
Ohio
$12.5M
4
AA
4
Advisory Alpha
Michigan
$12.9M
5
CG
5
Colony Group
Massachusetts
$6.14M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$11.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
WAS
3
Winch Advisory Services
Wisconsin
$0
4
ACI
4
Alpha Cubed Investments
California
$0
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$276M 9,371,690 +3,102,983 +49%
SMM
2
Stadion Money Management
Georgia
$70.7M 2,402,288 +77,294 +3%
WA
3
Waddell & Associates
Tennessee
$12.9M 439,860 +439,860 New
AA
4
Advisory Alpha
Michigan
$12.9M 392,129 +342,834 +695%
WFPG
5
Waller Financial Planning Group
Ohio
$12.5M 424,321 +424,321 New
Ameriprise
6
Ameriprise
Minnesota
$11.3M 383,587 -1,306,649 -77%
Morgan Stanley
7
Morgan Stanley
New York
$10.9M 369,040 +158,687 +75%
William Blair & Company
8
William Blair & Company
Illinois
$8.56M 290,985 +196,350 +207%
PWA
9
Peterson Wealth Advisors
Utah
$8.54M 290,315 +32,467 +13%
RJA
10
Raymond James & Associates
Florida
$8.33M 283,190 -117,674 -29%
CAL
11
Capital Analysts LLC
Pennsylvania
$7.03M 238,874 -31,889 -12%
RPGK
12
Retirement Planning Group (Kansas)
Kansas
$6.67M 226,647 +12,067 +6%
PFA
13
Pure Financial Advisors
California
$6.44M 218,947 +63,676 +41%
FI
14
FormulaFolio Investments
Michigan
$6.35M 175,548 – –
SFG
15
StrategIQ Financial Group
Indiana
$6.15M 208,894 +49,942 +31%
CG
16
Colony Group
Massachusetts
$6.14M 208,574 +208,574 New
UBS Group
17
UBS Group
Switzerland
$5.03M 170,927 -38,087 -18%
WI
18
WrapManager Inc
California
$4.67M 158,599 -1,478 -0.9%
W
19
Wealthquest
Ohio
$4.53M 154,043 +154,043 New
SAM
20
Stringer Asset Management
Tennessee
$4.29M 145,647 -51,379 -26%
MGIA
21
Moneta Group Investment Advisors
Missouri
$4.16M 141,536 -12,479 -8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.96M 134,746 +12,698 +10%
PEA
23
Pacific Edge Advisors
California
$3.92M 133,300 +133,300 New
RA
24
RFG Advisory
Alabama
$3.82M 129,842 -23,082 -15%
BC
25
Brio Consultants
California
$3.54M 120,427 +120,427 New
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