State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
217 hedge funds and large institutions have $1.12B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 109 increasing their positions, 54 reducing their positions, and 15 closing their positions.
102% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 54
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
19% more capital invested
Capital invested by funds: $948M → $1.12B (+$177M)
3.1% more ownership
Funds ownership: 68.41% → 71.51% (+3.1%)
3% more funds holding
Funds holding: 211 → 217 (+6)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$70.5M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$26.4M |
| 3 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
+$16.5M |
| 4 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
+$13.9M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$22.5M |
| 2 |
Goldman Sachs
New York
|
-$6.97M |
| 3 |
SRSA
S.R. Schill & Associates
Mercer Island,
Washington
|
-$5.66M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.02M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.87M |
SPMD Hedge Fund Activity: Q2 2019 in Review
217 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q2 2019, worth a combined $1.12B — up 19% from $948M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SPMD positions and 15 closed out — a net gain of 8 holders — while 109 added to existing stakes and 54 trimmed.
The largest buyer was Creative Planning, adding an estimated $70.5M. The largest seller was Carroll Financial Associates, cutting an estimated $22.5M.
- 217 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q2 2019, up from 211 in Q1 2019.
- Funds reported $1.12B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q2 2019, up 19% quarter-over-quarter.
- 23 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q2 2019 and 15 closed out, a net change of +8 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q2 2019 was Creative Planning, an estimated $70.5M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q2 2019 was Carroll Financial Associates, an estimated $22.5M sold.
Based on aggregated 13F filings for Q2 2019.