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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

217 hedge funds and large institutions have $1.12B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 109 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
217
Holders Change
+6
Holders Change %
+2.84%
% of All Funds
4.72%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
23
Increased
109
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$500M
2
RJA
2
Raymond James & Associates
Florida
$36.4M
3
HIM
3
Hanlon Investment Management
New Jersey
$18.1M
4
NAS
4
Nicolet Advisory Services
Wisconsin
$32.1M
5
EWM
5
Executive Wealth Management
Michigan
$10.5M

Top Sellers

1
CFA
1
Carroll Financial Associates
North Carolina
$396K
2
Goldman Sachs
2
Goldman Sachs
New York
$1.74M
3
SRSA
3
S.R. Schill & Associates
Washington
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.08M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$500M 14,679,864 +2,093,178 +17%
SMM
2
Stadion Money Management
Georgia
$77.3M 2,267,962 -16,790 -0.7%
WA
3
Waddell & Associates
Tennessee
$42.3M 1,242,075 +32,378 +3%
RJA
4
Raymond James & Associates
Florida
$36.4M 1,067,152 +784,279 +277%
NAS
5
Nicolet Advisory Services
Wisconsin
$32.1M 943,207 +413,269 +78%
HIM
6
Hanlon Investment Management
New Jersey
$18.1M 531,140 +490,808 +1,217%
WFPG
7
Waller Financial Planning Group
Ohio
$16.6M 489,111 +35,454 +8%
CCFM
8
Clear Creek Financial Management
Washington
$16.2M 475,241 +475,241 New
FI
9
FormulaFolio Investments
Michigan
$15.5M 455,976 +178,607 +64%
AA
10
Advisory Alpha
Michigan
$15.4M 454,896 +43,998 +11%
William Blair & Company
11
William Blair & Company
Illinois
$13.1M 384,241 +731 +0.2%
Ameriprise
12
Ameriprise
Minnesota
$11.3M 332,816 +31,423 +10%
PWA
13
Peterson Wealth Advisors
Utah
$11M 323,041 +20,470 +7%
AI
14
Atria Investments
North Carolina
$10.7M 328,600 +313,371 +2,058%
EWM
15
Executive Wealth Management
Michigan
$10.5M 308,300 +308,300 New
Morgan Stanley
16
Morgan Stanley
New York
$10.3M 302,342 -45,220 -13%
WAS
17
Winch Advisory Services
Wisconsin
$9.92M 291,201 +4,362 +2%
RPGK
18
Retirement Planning Group (Kansas)
Kansas
$9.25M 271,530 +14,116 +5%
PFA
19
Pure Financial Advisors
California
$8.59M 252,171 +17,223 +7%
AAS
20
Annex Advisory Services
Wisconsin
$7.8M 228,817 +23,453 +11%
WI
21
WrapManager Inc
California
$7.52M 220,606 +7,004 +3%
SFG
22
StrategIQ Financial Group
Indiana
$7.32M 214,956 -12,159 -5%
CG
23
Colony Group
Massachusetts
$6.65M 195,127 +3 +0%
EFL
24
ERn Financial LLC
Wisconsin
$5.95M 174,620 +4,113 +2%
RA
25
RFG Advisory
Alabama
$5.66M 166,237 +3,703 +2%
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