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

152 hedge funds and large institutions have $622M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 22

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

57% more capital invested

Capital invested by funds: $395M → $622M (+$227M)

15% more funds holding

Funds holding: 132 → 152 (+20)

5.46% more ownership

Funds ownership: 51.24% → 56.71% (+5.5%)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
30
Increased
78
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$109M
2
Ameriprise
Ameriprise
Minnesota
+$58.3M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$17M
4
PFA
Pure Financial Advisors
California
+$5.62M
5
MGIA
Moneta Group Investment Advisors
Missouri
+$5.57M

Top Sellers

1
RA
RFG Advisory
Alabama
-$3.69M
2
SMM
Stadion Money Management
Georgia
-$3.33M
3
Jane Street
Jane Street
New York
-$2.48M
4
JFA
JNBA Financial Advisors
Minnesota
-$2.37M
5
VFA
Voya Financial Advisors
Connecticut
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPSG
51
Wealth & Pension Services Group
Georgia
$1.55M +$241K +6,652 +18%
CM
52
Churchill Management
California
$1.44M +$301K +8,318 +26%
SMFS
53
Squar Milner Financial Services
California
$1.42M +$556K +15,367 +64%
LPL Financial
54
LPL Financial
California
$1.38M +$130K +3,606 +10%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$1.36M -$225K -6,211 -14%
AI
56
Atria Investments
North Carolina
$1.34M +$121K +3,335 +10%
GF
57
Goodman Financial
Texas
$1.3M +$176K +4,862 +16%
CPA
58
Clear Perspective Advisors
Illinois
$1.24M +$1.24M +34,176 New
Jane Street
59
Jane Street
New York
$1.16M -$2.48M -68,617 -68%
VIM
60
Vista Investment Management
Pennsylvania
$1.12M +$119K +3,290 +12%
AWA
61
Arete Wealth Advisors
Illinois
$1.1M -$41.2K -1,140 -4%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$1.09M -$153K -4,223 -12%
RIA
63
Regal Investment Advisors
Michigan
$1.09M +$1.09M +30,029 New
SPIA
64
Steward Partners Investment Advisory
New York
$1.04M +$81.2K +2,246 +9%
SS
65
Simplicity Solutions
Minnesota
$962K -$1.26M -34,939 -57%
CIAS
66
Capital Investment Advisory Services
North Carolina
$927K +$156K +4,325 +20%
AWM
67
AE Wealth Management
Kansas
$926K -$1.3M -35,965 -58%
GSC
68
G&S Capital
Colorado
$925K +$204K +5,650 +28%
CI
69
CX Institutional
Indiana
$897K +$281K +7,771 +46%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$882K +$798K +22,059 +950%
Wells Fargo
71
Wells Fargo
California
$816K +$230K +6,355 +39%
B
72
Brightworth
Georgia
$808K +$29.5K +815 +4%
FC
73
Forte Capital
New York
$776K +$107K +2,952 +16%
WP
74
WealthSource Partners
California
$767K +$74.8K +2,068 +11%
PFM
75
Parsec Financial Management
North Carolina
$745K +$326K +9,020 +78%
1 2
3
4 5

SPMD Hedge Fund Activity: Q3 2018 in Review

152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2018, worth a combined $622M — up 57% from $395M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPMD positions and 10 closed out — a net gain of 20 holders — while 78 added to existing stakes and 22 trimmed.

The largest buyer was Creative Planning, adding an estimated $109M. The largest seller was RFG Advisory, cutting an estimated $3.69M.

  • 152 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2018, up from 132 in Q2 2018.
  • Funds reported $622M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2018, up 57% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2018 and 10 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2018 was Creative Planning, an estimated $109M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2018 was RFG Advisory, an estimated $3.69M sold.

Based on aggregated 13F filings for Q3 2018.