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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
KWM
101
Kingsview Wealth Management
Oregon
$254K +$254K +7,029 New
WP
102
WealthPLAN Partners
Nebraska
$250K +$281K +7,769 New
SBH
103
Segall Bryant & Hamill
Illinois
$242K – – –
DSC
104
Duncker Streett & Co
Missouri
$237K +$174K +4,816 +279%
ASN
105
Advisory Services Network
Georgia
$223K +$196K +5,412 +728%
SIAP
106
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$222K +$222K +6,150 New
JIC
107
JRM Investment Counsel
Nebraska
$209K +$868 +24 +0.4%
CPIG
108
Chicago Partners Investment Group
Illinois
$207K +$7.85K +217 +3%
NA
109
NewEdge Advisors
Louisiana
$206K +$206K +5,702 New
KFA
110
Kays Financial Advisory
Georgia
$203K +$203K +5,611 New
BRC
111
Bell Rock Capital
Delaware
$195K +$44.5K +1,231 +29%
VDFA
112
Vickerman & Driscoll Financial Advisors
Washington
$173K +$21.1K +584 +14%
BAM
113
Belpointe Asset Management
Nevada
$171K +$171K +4,726 New
RMAM
114
Raab & Moskowitz Asset Management
New Jersey
$159K +$160K +4,421 New
SFM
115
Signet Financial Management
New Jersey
$152K +$2.24K +62 +1%
CAL
116
Capital Advisors Ltd
Ohio
$133K +$133K +3,687 New
WP
117
WealthShield Partners
North Carolina
$121K +$30.4K +841 +34%
QAM
118
QCI Asset Management
New York
$117K – – –
AWM
119
Avior Wealth Management
Nebraska
$106K +$6.37K +176 +6%
IAS
120
INR Advisory Services
Pennsylvania
$99K +$45.3K +1,252 +84%
AG
121
Advisor Group
Arizona
$95K +$66.1K +1,828 +230%
MWPCG
122
Measured Wealth Private Client Group
New Hampshire
$71K +$71.4K +1,974 New
AF
123
Advisornet Financial
Minnesota
$51K +$868 +24 +2%
SFSIG
124
San Francisco Sentry Investment Group
California
$51K +$50.9K +1,406 New
GWM
125
Geneos Wealth Management
Colorado
$46K – – –
3 4
5
6 7

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.