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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

211 hedge funds and large institutions have $948M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
211
Holders Change
+29
Holders Change %
+15.93%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.3%
New
40
Increased
102
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$420M
2
WA
2
Waddell & Associates
Tennessee
$40.3M
3
CFA
3
Carroll Financial Associates
North Carolina
$22.7M
4
NAS
4
Nicolet Advisory Services
Wisconsin
$17.7M
5
WAS
5
Winch Advisory Services
Wisconsin
$9.56M

Top Sellers

1
CAL
1
Capital Analysts LLC
Pennsylvania
$1.23M
2
SMM
2
Stadion Money Management
Georgia
$76.2M
3
IA
3
IFP Advisors
Florida
$70K
4
CFG
4
Cooper Financial Group
California
$0
5
UBS Group
5
UBS Group
Switzerland
$2.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$420M 12,586,686 +3,214,996 +34%
SMM
2
Stadion Money Management
Georgia
$76.2M 2,284,752 -117,536 -5%
WA
3
Waddell & Associates
Tennessee
$40.3M 1,209,697 +769,837 +175%
CFA
4
Carroll Financial Associates
North Carolina
$22.7M 680,160 +680,160 New
NAS
5
Nicolet Advisory Services
Wisconsin
$17.7M 529,938 +529,938 New
WFPG
6
Waller Financial Planning Group
Ohio
$15.7M 453,657 +29,336 +7%
AA
7
Advisory Alpha
Michigan
$14M 410,898 +18,769 +5%
William Blair & Company
8
William Blair & Company
Illinois
$12.8M 383,510 +92,525 +32%
Morgan Stanley
9
Morgan Stanley
New York
$11.6M 347,562 -21,478 -6%
PWA
10
Peterson Wealth Advisors
Utah
$10.4M 302,571 +12,256 +4%
Ameriprise
11
Ameriprise
Minnesota
$10M 301,393 -82,194 -21%
WAS
12
Winch Advisory Services
Wisconsin
$9.56M 286,839 +286,839 New
RJA
13
Raymond James & Associates
Florida
$9.43M 282,873 -317 -0.1%
FI
14
FormulaFolio Investments
Michigan
$9.25M 277,369 +101,821 +58%
Goldman Sachs
15
Goldman Sachs
New York
$8.61M 258,246 +139,504 +117%
RPGK
16
Retirement Planning Group (Kansas)
Kansas
$8.58M 257,414 +30,767 +14%
PFA
17
Pure Financial Advisors
California
$7.83M 234,948 +16,001 +7%
SFG
18
StrategIQ Financial Group
Indiana
$7.57M 227,115 +18,221 +9%
WI
19
WrapManager Inc
California
$7.12M 213,602 +55,003 +35%
AAS
20
Annex Advisory Services
Wisconsin
$6.85M 205,364 +86,455 +73%
CG
21
Colony Group
Massachusetts
$6.5M 195,124 -13,450 -6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$6.5M 194,993 +150,599 +339%
EFL
23
ERn Financial LLC
Wisconsin
$5.84M 170,507 +102,214 +150%
SRSA
24
S.R. Schill & Associates
Washington
$5.66M 169,740 +169,740 New
W
25
Wealthquest
Ohio
$5.6M 167,888 +13,845 +9%
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