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State Street SPDR Portfolio S&P 400 Mid Cap ETF

21 hedge funds and large institutions have $34.8M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 2121 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $37.4M → $34.8M (-$2.61M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
6
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
26
First Heartland Consultants
Missouri
-$30K -1,194 Closed

SPMD Hedge Fund Activity: Q3 2013 in Review

21 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2013, worth a combined $34.8M — down 7% from $37.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SPMD positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.34M. The largest seller was Old Dominion Capital Management, cutting an estimated $5.21M.

  • 21 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $34.8M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2013, down 7% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2013 and 4 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2013 was Royal Bank of Canada, an estimated $4.34M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2013 was Old Dominion Capital Management, an estimated $5.21M sold.

Based on aggregated 13F filings for Q3 2013.