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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

226 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 31 closing their positions.

Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
4.65%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
40
Increased
98
Reduced
68
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$713M
2
TA
2
Tiedemann Advisors
New York
$236M
3
UBS Group
3
UBS Group
Switzerland
$75.1M
4
VA
4
Valmark Advisers
Ohio
$256M
5
LPL Financial
5
LPL Financial
California
$67.6M

Top Sellers

1
NAS
1
Nicolet Advisory Services
Wisconsin
$6.2M
2
SCA
2
Spearhead Capital Advisors
Florida
$0
3
William Blair & Company
3
William Blair & Company
Illinois
$25K
4
Ameriprise
4
Ameriprise
Minnesota
$7.91M
5
SRSA
5
S.R. Schill & Associates
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$713M 22,805,602 +3,549,669 +18%
VA
2
Valmark Advisers
Ohio
$256M 8,194,334 +1,952,228 +31%
TA
3
Tiedemann Advisors
New York
$236M 7,549,746 +2,819,229 +60%
UBS Group
4
UBS Group
Switzerland
$75.1M 2,403,207 +2,250,883 +1,478%
LPL Financial
5
LPL Financial
California
$67.6M 2,162,531 +1,353,301 +167%
Wells Fargo
6
Wells Fargo
California
$23M 736,168 +590,895 +407%
WFPG
7
Waller Financial Planning Group
Ohio
$19.9M 636,420 +63,311 +11%
AssetMark Inc
8
AssetMark Inc
California
$18.7M 599,889 +599,889 New
Morgan Stanley
9
Morgan Stanley
New York
$18.4M 589,397 +26,054 +5%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$18.4M 588,226 +406,940 +224%
MWPCG
11
Measured Wealth Private Client Group
New Hampshire
$17.4M 556,465 +127,943 +30%
FWM
12
Frontier Wealth Management
Missouri
$16.5M 526,851 +186,820 +55%
GLA
13
Good Life Advisors
Pennsylvania
$15.3M 490,530 +444,545 +967%
PAG
14
Private Advisor Group
New Jersey
$15M 479,135 +392,535 +453%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$14.5M 462,495 +228,470 +98%
PWA
16
Peterson Wealth Advisors
Utah
$13.1M 419,194 +50,781 +14%
MHS
17
M Holdings Securities
Oregon
$11.6M 372,297 -11,786 -3%
Bank of America
18
Bank of America
North Carolina
$9.58M 306,548 +240,237 +362%
LWA
19
Lenox Wealth Advisors
New York
$9.12M 291,774 +2,043 +0.7%
RA
20
RFG Advisory
Alabama
$9.01M 288,173 +12,978 +5%
FSG
21
Financial Strategies Group
Michigan
$8.92M 285,450 +23,957 +9%
OIA
22
OneDigital Investment Advisors
Kansas
$8.28M 264,892 +11,235 +4%
FFS
23
Founders Financial Securities
Maryland
$8.15M 260,902 +231,551 +789%
Ameriprise
24
Ameriprise
Minnesota
$7.91M 253,863 -159,661 -39%
EDRIA
25
Edmonds Duncan Registered Investment Advisors
Kansas
$7.89M 252,415 +1,960 +0.8%
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