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State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

211 hedge funds and large institutions have $948M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

108% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 49

100% more funds holding in top 10

Funds holding in top 10: 7 → 14 (+7)

49% more capital invested

Capital invested by funds: $635M → $948M (+$313M)

16% more funds holding

Funds holding: 182 → 211 (+29)

7.14% more ownership

Funds ownership: 61.27% → 68.41% (+7.1%)

Holders
211
Holders Change
+29
Holders Change %
+15.93%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.3%
New
40
Increased
102
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$105M
2
WA
Waddell & Associates
Tennessee
+$25.2M
3
CFA
Carroll Financial Associates
North Carolina
+$22.2M
4
WAS
Winch Advisory Services
Wisconsin
+$9.38M
5
SRSA
S.R. Schill & Associates
Washington
+$5.55M

Top Sellers

Rank Fund Capital Flow
1
CAL
Capital Analysts LLC
Pennsylvania
-$6.6M
2
SMM
Stadion Money Management
Georgia
-$3.84M
3
IA
IFP Advisors
Florida
-$3.59M
4
CFG
Cooper Financial Group
California
-$3.04M
5
UBS Group
UBS Group
Switzerland
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RFG Advisory
Alabama
$5.39M +$1.07M +32,692 +25%
MGIA
27
Moneta Group Investment Advisors
Missouri
$4.94M +$217K +6,649 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.86M +$365K +11,181 +8%
KFA
29
Kays Financial Advisory
Georgia
$4.69M +$4.6M +140,618 New
TFA
30
TPG Financial Advisors
Oregon
$4.68M +$1.31M +39,929 +40%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$4.63M +$4.54M +138,813 New
Jane Street
32
Jane Street
New York
$4.53M +$4.44M +135,922 New
SAM
33
Stringer Asset Management
Tennessee
$4.15M -$691K -21,143 -15%
FIM
34
Frontier Investment Management
Texas
$3.99M +$3.91M +119,628 New
PEA
35
Pacific Edge Advisors
California
$3.93M -$507K -15,500 -12%
LWA
36
Lenox Wealth Advisors
New York
$3.63M +$146K +4,455 +4%
BC
37
Brio Consultants
California
$3.49M -$511K -15,636 -13%
JFA
38
JNBA Financial Advisors
Minnesota
$3.45M -$321K -9,807 -9%
FFA
39
Fragasso Financial Advisors
Pennsylvania
$3.42M +$490K +14,988 +17%
WCM
40
Windsor Capital Management
Arizona
$3.33M +$983K +30,076 +43%
MFT
41
Moisand Fitzgerald Tamayo
Florida
$3.3M +$237K +7,257 +8%
CF
42
Copperwynd Financial
Arizona
$3.26M +$3.2M +97,917 New
VCM
43
Vivaldi Capital Management
Illinois
$3.11M +$730K +22,329 +31%
CCT
44
Chemung Canal Trust
New York
$3M – – –
IDA
45
Intelligence Driven Advisers
California
$2.93M +$494K +15,112 +21%
MAG
46
Mokosak Advisory Group
Iowa
$2.82M -$64.8K -1,984 -2%
FEG
47
Financial Enhancement Group
Indiana
$2.75M +$248K +7,601 +10%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.7M +$173K +5,283 +7%
UBS Group
49
UBS Group
Switzerland
$2.68M -$2.96M -90,462 -53%
OIA
50
OneDigital Investment Advisors
Kansas
$2.61M -$5K -153 -0.2%
1
2
3 4 5

SPMD Hedge Fund Activity: Q1 2019 in Review

211 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2019, worth a combined $948M — up 49% from $635M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPMD positions and 10 closed out — a net gain of 30 holders — while 102 added to existing stakes and 49 trimmed.

The largest buyer was Creative Planning, adding an estimated $105M. The largest seller was Capital Analysts LLC, cutting an estimated $6.6M.

  • 211 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2019, up from 182 in Q4 2018.
  • Funds reported $948M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2019, up 49% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2019 and 10 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2019 was Creative Planning, an estimated $105M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2019 was Capital Analysts LLC, an estimated $6.6M sold.

Based on aggregated 13F filings for Q1 2019.