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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.18B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 19 closing their positions.

Holders
218
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
21
Increased
108
Reduced
54
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$564M
2
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$5.52M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.31M
4
GM
4
GeoWealth Management
Illinois
$2.47M
5
RA
5
RFG Advisory
Alabama
$7.74M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.64M
2
HIM
2
Hanlon Investment Management
New Jersey
$8.13M
3
CCFM
3
Clear Creek Financial Management
Washington
$12.2M
4
Jane Street
4
Jane Street
New York
$903K
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$5.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$564M 16,644,609 +1,964,745 +13%
SMM
2
Stadion Money Management
Georgia
$75.3M 2,220,562 -47,400 -2%
WA
3
Waddell & Associates
Tennessee
$41.4M 1,221,020 -21,055 -2%
RJA
4
Raymond James & Associates
Florida
$33.2M 978,647 -88,505 -8%
NAS
5
Nicolet Advisory Services
Wisconsin
$28.9M 853,760 -89,447 -9%
WFPG
6
Waller Financial Planning Group
Ohio
$17.4M 502,605 +13,494 +3%
FI
7
FormulaFolio Investments
Michigan
$17M 502,112 +46,136 +10%
AA
8
Advisory Alpha
Michigan
$15.6M 473,983 +19,087 +4%
William Blair & Company
9
William Blair & Company
Illinois
$13.1M 385,231 +990 +0.3%
CCFM
10
Clear Creek Financial Management
Washington
$12.2M 348,516 -126,725 -27%
AI
11
Atria Investments
North Carolina
$11.8M 346,798 +18,198 +6%
PWA
12
Peterson Wealth Advisors
Utah
$11.5M 338,641 +15,600 +5%
EWM
13
Executive Wealth Management
Michigan
$11.1M 328,888 +20,588 +7%
Ameriprise
14
Ameriprise
Minnesota
$10.2M 302,424 -30,392 -9%
WAS
15
Winch Advisory Services
Wisconsin
$9.88M 291,641 +440 +0.2%
PFA
16
Pure Financial Advisors
California
$8.72M 257,403 +5,232 +2%
Morgan Stanley
17
Morgan Stanley
New York
$8.69M 256,384 -45,958 -15%
AAS
18
Annex Advisory Services
Wisconsin
$8.45M 249,222 +20,405 +9%
HIM
19
Hanlon Investment Management
New Jersey
$8.13M 239,931 -291,209 -55%
WI
20
WrapManager Inc
California
$7.88M 232,450 +11,844 +5%
RA
21
RFG Advisory
Alabama
$7.74M 228,332 +62,095 +37%
IA
22
IFP Advisors
Florida
$7.57M 224,387 +224,387 New
SFG
23
StrategIQ Financial Group
Indiana
$7.53M 222,092 +7,136 +3%
WCM
24
Windsor Capital Management
Arizona
$6.71M 197,939 +47,212 +31%
CG
25
Colony Group
Massachusetts
$6.62M 195,430 +303 +0.2%
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