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State Street SPDR Portfolio S&P 400 Mid Cap ETF

26 hedge funds and large institutions have $60M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

167% more capital invested

Capital invested by funds: $22.4M → $60M (+$37.6M)

30% more funds holding

Funds holding: 2026 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
4
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
26
One Capital Management
California
$1K +$851 +30 New
CS
27
Comerica Securities
Michigan
-$313K -10,812 Closed
BRWA
28
B. Riley Wealth Advisors
Florida
-$49K -1,695 Closed

SPMD Hedge Fund Activity: Q3 2014 in Review

26 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2014, worth a combined $60M — up 167% from $22.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPMD positions and 2 closed out — a net gain of 6 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $1.63M. The largest seller was Chemung Canal Trust, cutting an estimated $1.28M.

  • 26 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2014, up from 20 in Q2 2014.
  • Funds reported $60M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2014, up 167% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2014 and 2 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2014 was State Street, an estimated $1.63M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2014 was Chemung Canal Trust, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2014.