State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
28 hedge funds and large institutions have $113M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.
555% more capital invested
Capital invested by funds: $17.3M → $113M (+$96M)
211.9% more ownership
Funds ownership: 0% → 211.9% (+212%)
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
0% more funds holding
Funds holding: 28 → 28 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$91M |
| 2 |
Goldman Sachs
New York
|
+$2.55M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$867K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$701K |
| 5 |
ACM
Argentus Capital Management
Dallas,
Texas
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
-$1.24M |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$79.6K |
| 3 |
ODCM
Old Dominion Capital Management
Charlottesville,
Virginia
|
-$50K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$17K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$12.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
RCG
27
Ruggie Capital Group
Tavares,
Florida
| $1K | – | – | – |
|
|
CCA
28
Cobblestone Capital Advisors
Rochester,
New York
| – | -$1.24M | -47,910 | Closed |
|
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$17K | -651 | Closed |
|
|
WRM
30
Westport Resources Management
Westport,
Connecticut
| – | -$2K | -75 | Closed |
|
SPMD Hedge Fund Activity: Q3 2016 in Review
28 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2016, worth a combined $113M — up 555% from $17.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPMD positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Stadion Money Management, opening a new position worth an estimated $91M. The largest seller was Cobblestone Capital Advisors, exiting entirely with an estimated $1.24M sold.
- 28 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $113M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2016, up 555% quarter-over-quarter.
- 5 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2016 and 3 closed out, a net change of +2 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2016 was Stadion Money Management, an estimated $91M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2016 was Cobblestone Capital Advisors, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2016.