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

226 hedge funds and large institutions have $1.9B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more capital invested

Capital invested by funds: $1.15B → $1.9B (+$749M)

44% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 68

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

4.29% more ownership

Funds ownership: 77.06% → 81.35% (+4.3%)

4% more funds holding

Funds holding: 218 → 226 (+8)

Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
4.63%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
40
Increased
98
Reduced
68
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$104M
2
TA
Tiedemann Advisors
New York
+$82.4M
3
UBS Group
UBS Group
Switzerland
+$65.8M
4
VA
Valmark Advisers
Ohio
+$57M
5
LPL Financial
LPL Financial
California
+$39.5M

Top Sellers

Rank Fund Capital Flow
1
NAS
Nicolet Advisory Services
Wisconsin
-$8.36M
2
SCA
Spearhead Capital Advisors
Florida
-$8.19M
3
William Blair & Company
William Blair & Company
Illinois
-$7.61M
4
SRSA
S.R. Schill & Associates
Washington
-$4.75M
5
Ameriprise
Ameriprise
Minnesota
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Horizon Investments
North Carolina
$7.87M +$6.5M +222,520 +759%
Osaic Holdings
27
Osaic Holdings
Arizona
$7.63M +$1.26M +43,207 +22%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$7.54M +$7.05M +241,415 New
WCM
29
Windsor Capital Management
Arizona
$7.27M +$158K +5,401 +2%
ACM
30
AlphaStar Capital Management
North Carolina
$6.78M +$2.01M +68,806 +49%
CWM
31
Cahaba Wealth Management
Georgia
$6.59M +$2.82M +96,496 +94%
AWA
32
ARQ Wealth Advisors
Arizona
$6.58M -$513K -17,570 -8%
SFG
33
StrategIQ Financial Group
Indiana
$6.45M -$240K -8,227 -4%
NAS
34
Nicolet Advisory Services
Wisconsin
$6.2M -$8.36M -286,092 -59%
BPA
35
Beacon Pointe Advisors
California
$6.14M +$137K +4,677 +2%
TF
36
TRH Financial
Iowa
$5.95M +$5.59M +191,268 New
MGIA
37
Moneta Group Investment Advisors
Missouri
$5.75M +$604K +20,674 +13%
PFM
38
Parsec Financial Management
North Carolina
$5.58M +$699K +23,932 +15%
KFA
39
Kays Financial Advisory
Georgia
$5.45M +$120K +4,111 +2%
PFA
40
Pure Financial Advisors
California
$5.39M -$1.08M -36,990 -18%
VCM
41
Vivaldi Capital Management
Illinois
$5.06M +$481K +16,477 +13%
GFPC
42
Global Financial Private Capital
Florida
$4.86M +$4.54M +155,527 New
TFA
43
TPG Financial Advisors
Oregon
$4.8M +$317K +10,838 +8%
AC
44
Alexandria Capital
Virginia
$4.72M +$1.67M +57,111 +61%
MIAN
45
Mariner Independent Advisor Network
Kansas
$4.31M +$4.04M +138,445 New
IWP
46
IAG Wealth Partners
Wisconsin
$4.23M +$2.49M +85,297 +171%
MFT
47
Moisand Fitzgerald Tamayo
Florida
$4.22M +$155K +5,291 +4%
CPO
48
Cerity Partners OCIO
New York
$3.97M +$3.06M +104,699 +468%
V
49
Veritable
Delaware
$3.83M -$4.21M -144,040 -54%
UCFA
50
United Capital Financial Advisors
Texas
$3.82M +$222K +7,615 +7%
1
2
3 4 5

SPMD Hedge Fund Activity: Q2 2020 in Review

226 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q2 2020, worth a combined $1.9B — up 65% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPMD positions and 31 closed out — a net gain of 9 holders — while 98 added to existing stakes and 68 trimmed.

The largest buyer was Creative Planning, adding an estimated $104M. The largest seller was Nicolet Advisory Services, cutting an estimated $8.36M.

  • 226 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q2 2020, up from 218 in Q1 2020.
  • Funds reported $1.9B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q2 2020, up 65% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q2 2020 and 31 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q2 2020 was Creative Planning, an estimated $104M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q2 2020 was Nicolet Advisory Services, an estimated $8.36M sold.

Based on aggregated 13F filings for Q2 2020.