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State Street SPDR Portfolio S&P 400 Mid Cap ETF

28 hedge funds and large institutions have $117M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

17% more funds holding

Funds holding: 2428 (+4)

4.02% more ownership

Funds ownership: 188.32%192.33% (+4%)

2% more capital invested

Capital invested by funds: $114M → $117M (+$2.84M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$3K
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$3K +$2.77K +90 New
DI
28
Diligent Investors
California
-$214K -6,891 Closed
GWA
29
Guidant Wealth Advisors
Illinois
-$200K -6,516 Closed

SPMD Hedge Fund Activity: Q3 2017 in Review

28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2017, worth a combined $117M — up 2.5% from $114M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPMD positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Capital Analysts LLC, adding an estimated $1.21M. The largest seller was Stadion Money Management, cutting an estimated $3.16M.

  • 28 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2017, up from 24 in Q2 2017.
  • Funds reported $117M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2017, up 2.5% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2017 and 2 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2017 was Capital Analysts LLC, an estimated $1.21M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2017 was Stadion Money Management, an estimated $3.16M sold.

Based on aggregated 13F filings for Q3 2017.