State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
24 hedge funds and large institutions have $27.9M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
8% less funds holding
Funds holding: 26 → 24 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
53% less capital invested
Capital invested by funds: $60M → $27.9M (-$32.1M)
Top Buyers
| 1 |
State Street
Boston,
Massachusetts
|
+$1.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$659K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$326K |
| 4 |
FA
FCG Advisors
Chatham,
New Jersey
|
+$231K |
| 5 |
Morgan Stanley
New York
|
+$182K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| – | -$39K | -1,419 | Closed |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| – | -$12K | -450 | Closed |
|
28
Ameriprise
Minneapolis,
Minnesota
| – | -$9K | -318 | Closed |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | -$8K | -297 | Closed |
|
|
PAG
30
Private Advisor Group
Morristown,
New Jersey
| – | -$6K | -210 | Closed |
|
31
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -90 | Closed |
|
|
OCM
32
One Capital Management
Westlake Village,
California
| – | -$1K | -30 | Closed |
|
33
Parallax Volatility Advisers
San Francisco,
California
| – | +$84 | +3 | New |
|
SPMD Hedge Fund Activity: Q4 2014 in Review
24 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2014, worth a combined $27.9M — down 53% from $60M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SPMD and 8 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 6 added.
The largest buyer was State Street, adding an estimated $1.7M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $452K sold.
- 24 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2014, down from 26 in Q3 2014.
- Funds reported $27.9M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2014, down 53% quarter-over-quarter.
- 8 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2014 and 9 closed out, a net change of -1 holder.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2014 was State Street, an estimated $1.7M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2014 was Virtu KCG Holdings, an estimated $452K sold.
Based on aggregated 13F filings for Q4 2014.