State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
338 hedge funds and large institutions have $3.95B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 140 increasing their positions, 112 reducing their positions, and 14 closing their positions.
236% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 14
25% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 112
9% more funds holding
Funds holding: 309 → 338 (+29)
9% more funds holding in top 10
Funds holding in top 10: 23 → 25 (+2)
7% more capital invested
Capital invested by funds: $3.7B → $3.95B (+$245M)
0.19% less ownership
Funds ownership: 84.03% → 83.84% (-0.19%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $505K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$114M |
| 2 |
LPL Financial
San Diego,
California
|
+$60M |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$9.96M |
| 4 |
DA
Detalus Advisors
St. Louis,
Missouri
|
+$7.35M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$52.4M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$37.8M |
| 3 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$13.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.4M |
| 5 |
Morgan Stanley
New York
|
-$9.04M |
SPMD Hedge Fund Activity: Q2 2021 in Review
338 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q2 2021, worth a combined $3.95B — up 6.6% from $3.7B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SPMD positions and 14 closed out — a net gain of 33 holders — while 140 added to existing stakes and 112 trimmed.
The largest buyer was Creative Planning, adding an estimated $114M. The largest seller was Horizon Investments, cutting an estimated $52.4M.
- 338 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q2 2021, up from 309 in Q1 2021.
- Funds reported $3.95B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q2 2021, up 6.6% quarter-over-quarter.
- 47 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q2 2021 and 14 closed out, a net change of +33 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q2 2021 was Creative Planning, an estimated $114M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q2 2021 was Horizon Investments, an estimated $52.4M sold.
Based on aggregated 13F filings for Q2 2021.