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

182 hedge funds and large institutions have $635M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 34

115% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 26

20% more funds holding

Funds holding: 152 → 182 (+30)

4.57% more ownership

Funds ownership: 56.71% → 61.27% (+4.6%)

2% more capital invested

Capital invested by funds: $622M → $635M (+$13.1M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
56
Increased
76
Reduced
34
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$101M
2
AA
Advisory Alpha
Michigan
+$11.2M
3
CG
Colony Group
Massachusetts
+$6.79M
4
William Blair & Company
William Blair & Company
Illinois
+$6.39M
5
Morgan Stanley
Morgan Stanley
New York
+$5.17M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$42.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$18.4M
3
WAS
Winch Advisory Services
Wisconsin
-$5.38M
4
ACI
Alpha Cubed Investments
California
-$4.41M
5
JWM
Jackson Wealth Management
Florida
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPSG
51
Wealth & Pension Services Group
Georgia
$1.71M +$498K +15,287 +36%
SMG
52
Smart Money Group
Texas
$1.61M +$49.8K +1,530 +3%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.57M -$561K -17,224 -24%
LPL Financial
54
LPL Financial
California
$1.57M +$492K +15,116 +40%
CWM
55
Cahaba Wealth Management
Georgia
$1.53M +$1.7M +52,187 New
ODCM
56
Old Dominion Capital Management
Virginia
$1.48M -$365K -11,225 -18%
VIM
57
Vista Investment Management
Pennsylvania
$1.48M +$624K +19,176 +62%
CM
58
Churchill Management
California
$1.43M +$285K +8,766 +22%
OC
59
Oarsman Capital
Wisconsin
$1.38M +$58K +1,782 +4%
AWMG
60
Alliance Wealth Management Group
New Jersey
$1.34M -$18.9K -579 -1%
TCM
61
Towercrest Capital Management
Pennsylvania
$1.34M -$18.9K -579 -1%
AI
62
Atria Investments
North Carolina
$1.32M +$254K +7,811 +21%
PAG
63
Pinnacle Advisory Group
Maryland
$1.31M +$1.17M +35,828 +405%
SMFS
64
Squar Milner Financial Services
California
$1.31M +$170K +5,225 +13%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$1.31M +$459K +14,100 +47%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.21M +$953K +29,273 +249%
MCWS
67
McKinley Carter Wealth Services
West Virginia
$1.17M +$66.2K +2,032 +5%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$1.15M -$333K -10,232 -21%
AWA
69
Arete Wealth Advisors
Illinois
$1.13M +$255K +7,820 +26%
TYCC
70
Texas Yale Capital Corp
Florida
$1.12M +$1.24M +37,979 New
GF
71
Goodman Financial
Texas
$1.01M -$48.8K -1,500 -4%
TC
72
TownSquare Capital
Utah
$1.01M +$997K +30,632 New
TA
73
TCG Advisors
Texas
$1M +$1.11M +33,997 New
FFA
74
First Foundation Advisors
California
$972K +$1.08M +33,052 New
ACM
75
AlphaStar Capital Management
North Carolina
$966K +$597K +18,338 +126%
1 2
3
4 5

SPMD Hedge Fund Activity: Q4 2018 in Review

182 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2018, worth a combined $635M — up 2.1% from $622M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPMD positions and 26 closed out — a net gain of 30 holders — while 76 added to existing stakes and 34 trimmed.

The largest buyer was Creative Planning, adding an estimated $101M. The largest seller was Ameriprise, cutting an estimated $42.5M.

  • 182 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2018, up from 152 in Q3 2018.
  • Funds reported $635M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2018, up 2.1% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2018 and 26 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2018 was Creative Planning, an estimated $101M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2018 was Ameriprise, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2018.