State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
107 hedge funds and large institutions have $257M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 45 increasing their positions, 11 reducing their positions, and 11 closing their positions.
309% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 11
291% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 11
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
39% more funds holding
Funds holding: 77 → 107 (+30)
3% more capital invested
Capital invested by funds: $249M → $257M (+$8.6M)
11.17% less ownership
Funds ownership: 57.25% → 46.08% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$6.7M |
| 2 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$5.73M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$5.58M |
| 4 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
|
+$5.24M |
| 5 |
WI
WrapManager Inc
Mill Valley,
California
|
+$4.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$55.5M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$6.31M |
| 3 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
-$4.75M |
| 4 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$4.75M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$3.17M |
SPMD Hedge Fund Activity: Q1 2018 in Review
107 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2018, worth a combined $257M — up 3.5% from $249M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SPMD positions and 11 closed out — a net gain of 32 holders — while 45 added to existing stakes and 11 trimmed.
The largest buyer was Hilltop Holdings, opening a new position worth an estimated $6.7M. The largest seller was Horizon Investments, exiting entirely with an estimated $55.5M sold.
- 107 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2018, up from 77 in Q4 2017.
- Funds reported $257M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2018, up 3.5% quarter-over-quarter.
- 43 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2018 and 11 closed out, a net change of +32 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2018 was Hilltop Holdings, an estimated $6.7M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2018 was Horizon Investments, an estimated $55.5M sold.
Based on aggregated 13F filings for Q1 2018.