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State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

309 hedge funds and large institutions have $3.7B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

35% more capital invested

Capital invested by funds: $2.73B → $3.7B (+$967M)

35% more funds holding in top 10

Funds holding in top 10: 17 → 23 (+6)

24% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 99

11% more funds holding

Funds holding: 279 → 309 (+30)

3.72% more ownership

Funds ownership: 80.31% → 84.03% (+3.7%)

Holders
309
Holders Change
+30
Holders Change %
+10.75%
% of All Funds
5.43%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.4%
New
54
Increased
123
Reduced
99
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$158M
2
HI
Horizon Investments
North Carolina
+$139M
3
PI
PFS Investments
Georgia
+$80.5M
4
LPL Financial
LPL Financial
California
+$76.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.8M

Top Sellers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
-$16.5M
2
Wells Fargo
Wells Fargo
California
-$7.5M
3
MCC
Money Concepts Capital
Florida
-$5.54M
4
Jane Street
Jane Street
New York
-$2.82M
5
PAG
Private Advisor Group
New Jersey
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
301
Meeder Asset Management
Ohio
$3K – – –
GG
302
Gleason Group
Kentucky
$3K +$2.72K +62 New
LF
303
Lee Financial
Texas
$2K – – –
WAS
304
Winch Advisory Services
Wisconsin
$2K – – –
WAS
305
Wealth Advisory Solutions
Indiana
$1K -$44.2K -1,006 -3%
EWM
306
Endurance Wealth Management
Rhode Island
$1K – – –
MIM
307
Macroview Investment Management
Maryland
$1K – – –
BSG
308
Black Swift Group
Colorado
$1K +$571 +13 New
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$1K +$614 +14 +127%
MCC
310
Money Concepts Capital
Florida
– -$5.54M -137,185 Closed
BFG
311
Berger Financial Group
Minnesota
– -$2.68M -66,395 Closed
BCA
312
Berman Capital Advisors
Georgia
– -$915K -22,656 Closed
MA
313
Mutual Advisors
Nebraska
– -$476K -11,783 Closed
CCFM
314
Clear Creek Financial Management
Washington
– -$438K -10,854 Closed
RFN
315
RDA Financial Network
Iowa
– -$287K -7,099 Closed
CCM
316
Condor Capital Management
New Jersey
– -$223K -5,532 Closed
TA
317
Tectonic Advisors
Texas
– -$148K -3,673 Closed
PWM
318
Perigon Wealth Management
California
– -$72K -1,771 Closed
ICP
319
Interchange Capital Partners
Pennsylvania
– -$59K -1,468 Closed
EVC
320
Eidelman Virant Capital
Missouri
– -$441K -1,050 Closed
FPCG
321
Fort Pitt Capital Group
Pennsylvania
– -$23K -570 Closed
NL
322
NVWM LLC
Pennsylvania
– -$13K -320 Closed
M1FG
323
Mach-1 Financial Group
Arkansas
– -$10K -260 Closed
MHR
324
Matthew Hamilton Rosenberg
– -$6K -150 Closed
CCC
325
Crescent Capital Consulting
Louisiana
– -$4K -95 Closed
10 11 12
13
14

SPMD Hedge Fund Activity: Q1 2021 in Review

309 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2021, worth a combined $3.7B — up 35% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPMD positions and 20 closed out — a net gain of 34 holders — while 123 added to existing stakes and 99 trimmed.

The largest buyer was Creative Planning, adding an estimated $158M. The largest seller was Valmark Advisers, cutting an estimated $16.5M.

  • 309 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2021, up from 279 in Q4 2020.
  • Funds reported $3.7B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2021, up 35% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2021 and 20 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2021 was Creative Planning, an estimated $158M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2021 was Valmark Advisers, an estimated $16.5M sold.

Based on aggregated 13F filings for Q1 2021.