State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
251 hedge funds and large institutions have $1.41B invested in State Street 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.
212% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 17
51% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 70
20% more capital invested
Capital invested by funds: $1.18B → $1.41B (+$233M)
15% more funds holding
Funds holding: 218 → 251 (+33)
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
4.3% more ownership
Funds ownership: 70.06% → 74.36% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$91.1M |
| 2 |
MWPCG
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
+$8.4M |
| 3 |
Jane Street
New York
|
+$6.84M |
| 4 |
Citigroup
New York
|
+$3.49M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$8.65M |
| 2 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$8.07M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$6M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.95M |
| 5 |
PEA
Pacific Edge Advisors
Corona Del Mar,
California
|
-$3.2M |
SPMD Hedge Fund Activity: Q4 2019 in Review
251 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2019, worth a combined $1.41B — up 20% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SPMD positions and 17 closed out — a net gain of 36 holders — while 106 added to existing stakes and 70 trimmed.
The largest buyer was Creative Planning, adding an estimated $91.1M. The largest seller was FormulaFolio Investments, cutting an estimated $8.65M.
- 251 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2019, up from 218 in Q3 2019.
- Funds reported $1.41B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2019, up 20% quarter-over-quarter.
- 53 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2019 and 17 closed out, a net change of +36 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2019 was Creative Planning, an estimated $91.1M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2019 was FormulaFolio Investments, an estimated $8.65M sold.
Based on aggregated 13F filings for Q4 2019.