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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

218 hedge funds and large institutions have $1.15B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 63 closing their positions.

Holders
218
Holders Change
-33
Holders Change %
-13.15%
% of All Funds
4.82%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
37
Increased
88
Reduced
74
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$158M
2
TA
2
Tiedemann Advisors
New York
$120M
3
LPL Financial
3
LPL Financial
California
$20.5M
4
MHS
4
M Holdings Securities
Oregon
$9.73M
5
SCA
5
Spearhead Capital Advisors
Florida
$8.19M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
WA
3
Waddell & Associates
Tennessee
$380K
4
MW
4
Marcum Wealth
Ohio
$0
5
EWM
5
Executive Wealth Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$488M 19,255,933 -1,977 -0%
VA
2
Valmark Advisers
Ohio
$158M 6,242,106 +6,242,106 New
TA
3
Tiedemann Advisors
New York
$120M 4,730,517 +4,730,517 New
LPL Financial
4
LPL Financial
California
$20.5M 809,230 +648,025 +402%
WFPG
5
Waller Financial Planning Group
Ohio
$14.5M 573,109 +57,647 +11%
Morgan Stanley
6
Morgan Stanley
New York
$14.3M 563,343 +295,696 +110%
NAS
7
Nicolet Advisory Services
Wisconsin
$12.3M 484,584 -137,650 -22%
MWPCG
8
Measured Wealth Private Client Group
New Hampshire
$10.9M 428,522 +24,656 +6%
Ameriprise
9
Ameriprise
Minnesota
$10.4M 413,524 +43,332 +12%
MHS
10
M Holdings Securities
Oregon
$9.73M 384,083 +384,083 New
PWA
11
Peterson Wealth Advisors
Utah
$9.33M 368,413 +31,379 +9%
FWM
12
Frontier Wealth Management
Missouri
$8.61M 340,031 +215,813 +174%
SCA
13
Spearhead Capital Advisors
Florida
$8.19M 323,162 +323,162 New
LWA
14
Lenox Wealth Advisors
New York
$7.34M 289,731 +164,133 +131%
RA
15
RFG Advisory
Alabama
$6.97M 275,195 +28,076 +11%
V
16
Veritable
Delaware
$6.75M 266,480 +266,480 New
FSG
17
Financial Strategies Group
Michigan
$6.62M 261,493 +261,493 New
William Blair & Company
18
William Blair & Company
Illinois
$6.62M 261,245 -126,180 -33%
OIA
19
OneDigital Investment Advisors
Kansas
$6.43M 253,657 +178,542 +238%
EDRIA
20
Edmonds Duncan Registered Investment Advisors
Kansas
$6.34M 250,455 +242,555 +3,070%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.93M 234,025 +61,125 +35%
AWA
22
ARQ Wealth Advisors
Arizona
$5.78M 228,270 +228,270 New
WCM
23
Windsor Capital Management
Arizona
$5.76M 227,267 +9,415 +4%
SFG
24
StrategIQ Financial Group
Indiana
$5.43M 214,497 -10,603 -5%
PFA
25
Pure Financial Advisors
California
$5.31M 209,492 -46,286 -18%
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