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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
TRCT
76
Tower Research Capital (TRC)
New York
$573K -$280K -7,752 -33%
BWFA
77
Baltimore-Washington Financial Advisors
Maryland
$557K +$558K +15,415 New
SHIM
78
Stone House Investment Management
Pennsylvania
$555K +$555K +15,343 New
SMC
79
Smith, Moore & Co
Missouri
$546K – – –
Goldman Sachs
80
Goldman Sachs
New York
$543K +$543K +15,008 New
FC
81
Financial Consulate
Maryland
$526K -$408K -11,273 -44%
ACM
82
AlphaStar Capital Management
North Carolina
$525K +$525K +14,513 New
GRP
83
Global Retirement Partners
California
$517K +$6.94K +192 +1%
FWM
84
Frontier Wealth Management
Missouri
$503K +$145K +4,009 +40%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$424K +$425K +11,744 New
LI
86
LVZ Inc
Michigan
$408K -$92.5K -2,558 -18%
CCM
87
Coldstream Capital Management
Washington
$406K +$168K +4,643 +71%
CCM
88
Condor Capital Management
New Jersey
$393K +$168K +4,654 +75%
LNC
89
Lincoln National Corp
Pennsylvania
$392K – – –
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$378K +$378K +10,451 New
AFP
91
Ausdal Financial Partners
Iowa
$320K +$80K +2,211 +33%
PAG
92
Pinnacle Advisory Group
Maryland
$320K +$320K +8,855 New
UAS
93
United Asset Strategies
New York
$310K +$20.8K +574 +7%
DSN
94
D. Scott Neal
Kentucky
$302K – – –
BAM
95
Berkshire Asset Management
Pennsylvania
$293K +$293K +8,095 New
CA
96
Cetera Advisors
Colorado
$282K +$46.6K +1,289 +20%
PAG
97
Private Advisor Group
New Jersey
$268K +$268K +7,414 New
JMPWA
98
JP Morgan Private Wealth Advisors
California
$266K +$32.9K +909 +14%
LFG
99
LifePlan Financial Group
Ohio
$264K +$79.9K +2,210 +43%
Mariner
100
Mariner
Kansas
$255K – – –
2 3
4
5 6

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.