State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
24 hedge funds and large institutions have $117M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.
18% more capital invested
Capital invested by funds: $98.4M → $117M (+$18.2M)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.71% less ownership
Funds ownership: 195.69% → 191.98% (-3.7%)
11% less funds holding
Funds holding: 27 → 24 (-3)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$10.6M |
| 2 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$6.12M |
| 3 |
Jane Street
New York
|
+$1.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.25M |
| 5 |
LPL Financial
San Diego,
California
|
+$108K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| – | -$27K | -900 | Closed |
|
27
Creative Planning
Overland Park,
Kansas
| – | -$8K | -270 | Closed |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| – | -$1K | -27 | Closed |
|
SPMD Hedge Fund Activity: Q1 2017 in Review
24 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2017, worth a combined $117M — up 18% from $98.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPMD and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 7 added.
The largest buyer was Stadion Money Management, adding an estimated $10.6M. The largest seller was Royal Bank of Canada, cutting an estimated $2.58M.
- 24 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2017, down from 27 in Q4 2016.
- Funds reported $117M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2017, up 18% quarter-over-quarter.
- 3 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2017 and 5 closed out, a net change of -2 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2017 was Stadion Money Management, an estimated $10.6M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $2.58M sold.
Based on aggregated 13F filings for Q1 2017.