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SPDR Portfolio S&P 400 Mid Cap ETF Institutional Ownership (NYSEARCA:SPMD)

$25.33
-0.27 (-1.05 %)
(As of 04/1/2020 01:54 AM ET)
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Today's Range
$24.94
Now: $25.33▼
$25.67
50-Day Range
$21.39
MA: $30.43▼
$37.02
52-Week Range
$20.64
Now: $25.33▼
$37.08
Volume826,200 shs
Average Volume1.25 million shs
Market Capitalization$1.47 billion
P/E RatioN/A
Dividend Yield2.33%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD)

 

Institutional Buying and Selling by Quarter

SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA SPMD) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
3/16/2020TFG Advisers LLC3,127$0.11M0.1%N/A0.007%
2/27/2020Verus Capital Partners LLC2,088$76K0.0%N/A0.004%
2/27/2020Institute for Wealth Management LLC.2,112$77K0.0%N/A0.004%
2/21/2020Procyon Private Wealth Partners LLC880$32K0.0%N/A0.002%
2/21/2020PAX Financial Group LLC45,187$1.66M0.7%N/A0.090%
2/18/2020Wealthquest Corp139,230$5.04M1.4%-9.6%0.276%
2/18/2020Smart Money Group LLC22,171$0.80M0.5%+11.1%0.042%
2/18/2020Belpointe Asset Management LLC6,188$0.22M0.0%N/A0.012%
2/18/2020Colony Group LLC194,203$7.04M0.2%-0.6%0.370%
2/17/2020Ladenburg Thalmann Financial Services Inc.143,816$4.95M0.0%+13.1%0.274%
2/14/2020Captrust Financial Advisors7,513$0.27M0.0%+95.0%0.014%
2/14/2020Jane Street Group LLC222,787$8.07M0.0%+736.2%0.424%
2/14/2020Advisory Alpha LLC532,726$19.32M4.7%+12.4%1.015%
2/14/2020Bank of America Corp DE56,245$2.04M0.0%+2.6%0.107%
2/14/2020Goldman Sachs Group Inc.13,165$0.48M0.0%-74.2%0.025%
2/14/2020UBS Group AG53,258$1.93M0.0%+1.0%0.101%
2/14/2020Alesco Advisors LLC10,039$0.36M0.0%-12.0%0.019%
2/13/2020Cabana LLC7,470$0.27M0.0%-47.9%0.014%
2/13/2020Mariner LLC10,671$0.39M0.0%-20.0%0.020%
2/13/2020Emerald Investment Partners LLC4,649$0.17M0.1%-17.5%0.009%
2/13/2020Johnson Investment Counsel Inc.5,618$0.20M0.0%-16.5%0.011%
2/13/2020Northwestern Mutual Wealth Management Co.38,879$1.41M0.0%+2,059.9%0.074%
2/13/2020Capital Asset Advisory Services LLC5,619$0.21M0.0%N/A0.011%
2/13/2020Mercer Global Advisors Inc. ADV11,296$0.41M0.0%N/A0.022%
2/13/2020Blair William & Co. IL387,425$14.04M0.1%+0.6%0.739%
2/13/2020Change Path LLC97,408$3.53M0.6%+44.0%0.186%
2/12/2020Advisor Group Inc.22,869$0.83M0.0%+99.7%0.044%
2/12/2020Raymond James & Associates1,015,923$36.81M0.0%+3.8%1.942%
2/12/2020Raymond James Financial Services Advisors Inc.202,079$7.32M0.0%+13.1%0.386%
2/12/2020Citigroup Inc.100,330$3.64M0.0%+30,303.0%0.192%
2/12/2020United Asset Strategies Inc.12,263$0.44M0.1%+22.9%0.023%
2/12/2020Wealthsource Partners LLC6,408$0.23M0.0%-30.2%0.012%
2/12/2020Windsor Capital Management LLC217,852$7.89M3.3%+10.1%0.417%
2/12/2020CBIZ Investment Advisory Services LLC11,198$0.41M0.0%N/A0.021%
2/12/2020Waddell & Associates LLC1,205,813$43.69M13.0%-1.2%2.306%
2/11/2020Cascadia Advisory Services LLC7,977$0.29M0.1%N/A0.015%
2/11/2020ARGI Investment Services LLC25,744$0.93M0.0%-4.4%0.049%
2/11/2020Doyle Wealth Management39,299$1.42M0.2%+5.0%0.075%
2/11/2020Alexandria Capital LLC32,326$1.17M0.2%+42.9%0.062%
2/11/2020Wrapmanager Inc.244,688$8.87M2.8%+5.3%0.468%
2/11/2020ERn Financial LLC194,869$7.06M4.1%+4.2%0.373%
2/11/2020Atria Investments LLC351,388$12.73M0.3%+1.3%0.672%
2/11/2020Nelson Van Denburg & Campbell Wealth Management Group LLC14,211$0.51M0.1%-6.7%0.027%
2/11/2020Envestnet Asset Management Inc.172,900$6.26M0.0%+33.7%0.331%
2/11/2020Moneta Group Investment Advisors LLC147,419$5.34M0.4%+2.1%0.282%
2/11/2020Vivaldi Capital Management LLC114,910$4.16M1.0%-2.4%0.220%
2/11/2020AlphaStar Capital Management LLC138,199$5.01M1.1%+36.5%0.264%
2/10/2020Annex Advisory Services LLC674,707$20.69M1.5%+170.7%1.290%
2/10/2020Roundview Capital LLC19,190$0.70M0.1%+5.8%0.037%
2/10/202020 20 Capital Management Inc.11,158$0.41M0.2%N/A0.021%
2/10/2020Fernwood Investment Management LLC11,428$0.41M0.2%+13.3%0.022%
2/10/2020Clear Perspective Advisors LLC12,312$0.45M0.3%-52.7%0.024%
2/10/2020Aptus Capital Advisors LLC3,808$0.14M0.0%+781.5%0.007%
2/10/2020JNBA Financial Advisors127,495$4.62M0.9%-4.0%0.245%
2/10/2020Raab & Moskowitz Asset Management LLC4,043$0.15M0.1%N/A0.008%
2/10/2020Alliance Wealth Management Group49,930$1.81M0.8%+0.6%0.096%
2/10/2020Great Valley Advisor Group Inc.17,310$0.63M0.1%+45.9%0.033%
2/10/2020Private Advisor Group LLC38,105$1.38M0.0%+16.3%0.073%
2/7/2020Resources Investment Advisors LLC.75,115$2.72M0.2%-1.3%0.144%
2/7/2020Carolina Wealth Advisors LLC910$33K0.0%N/A0.002%
2/7/2020Tower Research Capital LLC TRC15,651$0.57M0.0%-26.8%0.030%
2/7/2020Sowell Financial Services LLC9,769$0.35M0.0%-21.4%0.019%
2/6/2020CLS Investments LLC6,966$0.25M0.0%+85.6%0.013%
2/6/2020Retirement Income Solutions Inc49,198$1.78M0.7%N/A0.095%
2/6/2020Moloney Securities Asset Management LLC16,037$0.58M0.2%+13.3%0.031%
2/6/2020Truefg LLC17,457$0.63M0.5%N/A0.034%
2/5/2020Macroview Investment Management LLC9,636$0.35M0.7%+19.3%0.018%
2/4/2020US Bancorp DE5,568$0.20M0.0%+9.7%0.010%
2/4/2020Park Avenue Securities LLC14,880$0.54M0.0%+100.6%0.028%
2/4/2020Advisory Services Network LLC1,586$57K0.0%-49.0%0.003%
2/4/2020Cambridge Investment Research Advisors Inc.158,176$5.73M0.0%+18.8%0.297%
2/4/2020Baltimore Washington Financial Advisors Inc.30,920$1.12M0.2%+4.6%0.058%
2/4/2020Capital Investment Advisory Services LLC12,432$0.45M0.1%+12.5%0.023%
2/3/2020StrategIQ Financial Group LLC225,100$8.16M2.1%+1.4%0.423%
2/3/2020Bell Rock Capital LLC6,310$0.22M0.2%-27.9%0.012%
2/1/2020Edmonds Duncan Registered Investment Advisors LLC7,900$0.29M0.1%-4.4%0.015%
1/31/2020Financial Enhancement Group LLC92,877$3.37M0.8%+2.2%0.175%
1/31/2020Financial Advisory Service Inc.958$35K0.0%N/A0.002%
1/31/2020GWM Advisors LLC5,702$0.21M0.0%N/A0.011%
1/30/2020Creative Planning19,257,910$697.71M2.1%+15.7%36.439%
1/30/2020Putnam FL Investment Management Co.17,015$0.62M0.0%-5.0%0.032%
1/29/2020S.A. Mason LLC15,377$0.56M0.5%N/A0.029%
1/29/2020Certified Advisory Corp1,268$46K0.0%-34.0%0.002%
1/29/2020Braun Bostich & Associates Inc.3,811$0.14M0.1%N/A0.007%
1/29/2020Retirement Planning Group156,419$5.67M1.1%-1.0%0.296%
1/29/2020Parsec Financial Management Inc.72,906$2.64M0.2%+38.9%0.138%
1/28/2020Prestige Wealth Management Group LLC10,693$0.39M0.2%+21.1%0.020%
1/27/2020Kays Financial Advisory Corp ADV147,330$5.34M0.9%+4.5%0.279%
1/27/2020Brio Consultants LLC47,254$1.71M0.6%-60.1%0.089%
1/27/2020WT Wealth Management7,000$0.25M0.2%N/A0.013%
1/27/2020Goodman Financial Corp36,363$1.32M0.6%-1.4%0.057%
1/27/2020CWM LLC17,601$0.64M0.0%+3.7%0.028%
1/24/2020Beacon Financial Advisory LLC17,962$0.65M0.6%N/A0.028%
1/23/2020Brightworth22,195$0.80M0.2%+7.7%0.035%
1/23/2020Nicolet Advisory Services LLC622,234$22.54M3.5%-27.1%0.981%
1/23/2020McKinley Carter Wealth Services Inc.38,304$1.39M0.3%-8.9%0.060%
1/23/2020Executive Wealth Management LLC333,334$12.08M1.7%+1.4%0.633%
1/23/2020Global Retirement Partners LLC5,059$0.18M0.0%+41.8%0.010%
1/23/2020Peterson Wealth Advisors LLC337,034$12.21M7.0%-0.5%0.640%
1/22/2020Ambassador Advisors LLC931$34K0.0%N/A0.002%
(Data available from 1/1/2016 forward)
This page was last updated on 4/1/2020 by MarketBeat.com Staff

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