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

218 hedge funds and large institutions have $1.18B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 54

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

5% more capital invested

Capital invested by funds: $1.12B → $1.18B (+$55.7M)

0% more funds holding

Funds holding: 217 → 218 (+1)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

1.45% less ownership

Funds ownership: 71.51% → 70.06% (-1.4%)

Holders
218
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
21
Increased
108
Reduced
54
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$66.2M
2
MWPCG
Measured Wealth Private Client Group
New Hampshire
+$4.56M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.68M
4
GM
GeoWealth Management
Illinois
+$2.45M
5
RA
RFG Advisory
Alabama
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
HIM
Hanlon Investment Management
New Jersey
-$9.81M
2
CCFM
Clear Creek Financial Management
Washington
-$4.27M
3
Jane Street
Jane Street
New York
-$4.1M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$3.83M
5
VC
Vicus Capital
Pennsylvania
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
51
Chemung Canal Trust
New York
$3.05M – – –
CA
52
Continuum Advisory
Idaho
$3.04M +$278K +8,241 +10%
HighTower Advisors
53
HighTower Advisors
Illinois
$3.02M +$96.5K +2,864 +3%
MAG
54
Mokosak Advisory Group
Iowa
$2.82M -$42.6K -1,264 -1%
FWM
55
Frontier Wealth Management
Missouri
$2.81M +$1.81M +53,769 +184%
IWA
56
Inspirion Wealth Advisors
Illinois
$2.79M +$62.6K +1,858 +2%
TC
57
TownSquare Capital
Utah
$2.7M +$103K +3,062 +4%
Northern Trust
58
Northern Trust
Illinois
$2.64M – – –
OIA
59
OneDigital Investment Advisors
Kansas
$2.58M -$2.55M -75,702 -50%
FC
60
Financial Consulate
Maryland
$2.56M +$96.5K +2,863 +4%
GM
61
GeoWealth Management
Illinois
$2.47M +$2.45M +72,786 New
VIM
62
Vista Investment Management
Pennsylvania
$2.37M +$73.9K +2,194 +3%
CW
63
CreativeOne Wealth
Kansas
$2.29M +$1.89M +56,223 +491%
PAG
64
Pinnacle Advisory Group
Maryland
$2.29M +$317K +9,394 +16%
Wells Fargo
65
Wells Fargo
California
$2.21M +$113K +3,361 +5%
WPSG
66
Wealth & Pension Services Group
Georgia
$2.16M +$7.65K +227 +0.4%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$2.04M -$1.02M -30,130 -33%
IDA
68
Intelligence Driven Advisers
California
$1.91M -$885K -26,259 -32%
Bank of America
69
Bank of America
North Carolina
$1.86M +$535K +15,873 +41%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.82M – – –
OC
71
Oarsman Capital
Wisconsin
$1.81M +$71.3K +2,115 +4%
UBS Group
72
UBS Group
Switzerland
$1.79M -$937K -27,788 -35%
PFM
73
Parsec Financial Management
North Carolina
$1.78M +$314K +9,306 +22%
TCM
74
Towercrest Capital Management
Pennsylvania
$1.78M +$150K +4,440 +9%
Goldman Sachs
75
Goldman Sachs
New York
$1.73M -$1.42K -42 -0.1%
1 2
3
4 5

SPMD Hedge Fund Activity: Q3 2019 in Review

218 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2019, worth a combined $1.18B — up 5% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPMD positions and 19 closed out — a net gain of 2 holders — while 108 added to existing stakes and 54 trimmed.

The largest buyer was Creative Planning, adding an estimated $66.2M. The largest seller was Hanlon Investment Management, cutting an estimated $9.81M.

  • 218 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2019, up from 217 in Q2 2019.
  • Funds reported $1.18B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2019, up 5% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2019 and 19 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2019 was Creative Planning, an estimated $66.2M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2019 was Hanlon Investment Management, an estimated $9.81M sold.

Based on aggregated 13F filings for Q3 2019.