SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

251 hedge funds and large institutions have $1.41B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 70 reducing their positions, and 17 closing their positions.

Holders
251
Holders Change
+33
Holders Change %
+15.14%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
53
Increased
106
Reduced
70
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$698M
2
MW
2
Marcum Wealth
Ohio
$29.1M
3
MWPCG
3
Measured Wealth Private Client Group
New Hampshire
$14.6M
4
Jane Street
4
Jane Street
New York
$8.07M
5
TF
5
TRH Financial
Iowa
$6.78M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$9.2M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$22.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$6.42M
4
IA
4
IFP Advisors
Florida
$4.02M
5
PEA
5
Pacific Edge Advisors
California
$784K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$698M 19,257,910 +2,613,301 +16%
SMM
2
Stadion Money Management
Georgia
$78.1M 2,156,072 -64,490 -3%
WA
3
Waddell & Associates
Tennessee
$43.7M 1,205,813 -15,207 -1%
RJA
4
Raymond James & Associates
Florida
$36.8M 1,015,923 +37,276 +4%
MW
5
Marcum Wealth
Ohio
$29.1M 803,046 +803,046 New
NAS
6
Nicolet Advisory Services
Wisconsin
$22.5M 622,234 -231,526 -27%
AA
7
Advisory Alpha
Michigan
$19.3M 532,726 +58,743 +12%
WFPG
8
Waller Financial Planning Group
Ohio
$18.7M 515,462 +12,857 +3%
MWPCG
9
Measured Wealth Private Client Group
New Hampshire
$14.6M 403,866 +241,011 +148%
William Blair & Company
10
William Blair & Company
Illinois
$14M 387,425 +2,194 +0.6%
Ameriprise
11
Ameriprise
Minnesota
$13.6M 370,192 +67,768 +22%
AI
12
Atria Investments
North Carolina
$12.7M 351,388 +4,590 +1%
PWA
13
Peterson Wealth Advisors
Utah
$12.2M 337,034 -1,607 -0.5%
EWM
14
Executive Wealth Management
Michigan
$12.1M 333,334 +4,446 +1%
WAS
15
Winch Advisory Services
Wisconsin
$10.4M 285,669 -5,972 -2%
Morgan Stanley
16
Morgan Stanley
New York
$9.7M 267,647 +11,263 +4%
PFA
17
Pure Financial Advisors
California
$9.27M 255,778 -1,625 -0.6%
FI
18
FormulaFolio Investments
Michigan
$9.2M 253,959 -248,153 -49%
AAS
19
Annex Advisory Services
Wisconsin
$9.12M 251,691 +2,469 +1%
RA
20
RFG Advisory
Alabama
$8.95M 247,119 +18,787 +8%
WI
21
WrapManager Inc
California
$8.87M 244,688 +12,238 +5%
HIM
22
Hanlon Investment Management
New Jersey
$8.18M 225,727 -14,204 -6%
SFG
23
StrategIQ Financial Group
Indiana
$8.16M 225,100 +3,008 +1%
Jane Street
24
Jane Street
New York
$8.07M 222,787 +196,143 +736%
WCM
25
Windsor Capital Management
Arizona
$7.89M 217,852 +19,913 +10%
1
2 3 4 5