State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
226 hedge funds and large institutions have $1.9B invested in State Street 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.
65% more capital invested
Capital invested by funds: $1.15B → $1.9B (+$749M)
44% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 68
29% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 31
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
4.29% more ownership
Funds ownership: 77.06% → 81.35% (+4.3%)
4% more funds holding
Funds holding: 218 → 226 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$104M |
| 2 |
TA
Tiedemann Advisors
New York
|
+$82.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$65.8M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$57M |
| 5 |
LPL Financial
San Diego,
California
|
+$39.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$8.36M |
| 2 |
SCA
Spearhead Capital Advisors
Wellington,
Florida
|
-$8.19M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
-$7.61M |
| 4 |
SRSA
S.R. Schill & Associates
Mercer Island,
Washington
|
-$4.75M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
251
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$7K | -274 | Closed |
|
252
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$4K | -171 | Closed |
|
|
MWM
253
MBE Wealth Management
Tomah,
Wisconsin
| – | -$1K | -75 | Closed |
|
|
BFIM
254
Beese Fulmer Investment Management
Canton,
Ohio
| – | +$117 | +4 | New |
|
|
EWM
255
Endurance Wealth Management
Providence,
Rhode Island
| – | +$380 | +13 | New |
|
|
WCG
256
Weaver Consulting Group
Huntington Beach,
California
| – | +$380 | +13 | New |
|
SPMD Hedge Fund Activity: Q2 2020 in Review
226 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q2 2020, worth a combined $1.9B — up 65% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SPMD positions and 31 closed out — a net gain of 9 holders — while 98 added to existing stakes and 68 trimmed.
The largest buyer was Creative Planning, adding an estimated $104M. The largest seller was Nicolet Advisory Services, cutting an estimated $8.36M.
- 226 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q2 2020, up from 218 in Q1 2020.
- Funds reported $1.9B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q2 2020, up 65% quarter-over-quarter.
- 40 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q2 2020 and 31 closed out, a net change of +9 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q2 2020 was Creative Planning, an estimated $104M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q2 2020 was Nicolet Advisory Services, an estimated $8.36M sold.
Based on aggregated 13F filings for Q2 2020.