State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
27 hedge funds and large institutions have $98.4M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 28 → 27 (-1)
13% less capital invested
Capital invested by funds: $113M → $98.4M (-$14.9M)
16.21% less ownership
Funds ownership: 211.9% → 195.69% (-16%)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$866K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$485K |
| 3 |
DI
Diligent Investors
Redlands,
California
|
+$191K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$64.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$23.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$18.8M |
| 2 |
Goldman Sachs
New York
|
-$2.64M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.58M |
| 4 |
Jane Street
New York
|
-$369K |
| 5 |
RTS
Round Table Services
Westfield,
New Jersey
|
-$256K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
ACM
27
Argentus Capital Management
Dallas,
Texas
| – | -$655K | -23,871 | Closed |
|
|
28
Jane Street
New York
| – | -$369K | -13,461 | Closed |
|
|
RTS
29
Round Table Services
Westfield,
New Jersey
| – | -$256K | -9,345 | Closed |
|
|
RCG
30
Ruggie Capital Group
Tavares,
Florida
| – | -$1K | -45 | Closed |
|
SPMD Hedge Fund Activity: Q4 2016 in Review
27 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2016, worth a combined $98.4M — down 13% from $113M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SPMD and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 8 added.
The largest buyer was Royal Bank of Canada, adding an estimated $866K. The largest seller was Stadion Money Management, cutting an estimated $18.8M.
- 27 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2016, down from 28 in Q3 2016.
- Funds reported $98.4M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2016, down 13% quarter-over-quarter.
- 3 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2016 and 4 closed out, a net change of -1 holder.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2016 was Royal Bank of Canada, an estimated $866K added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2016 was Stadion Money Management, an estimated $18.8M sold.
Based on aggregated 13F filings for Q4 2016.