We are live on ! Find out more
SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF

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: 217218 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1414 (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
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
101
Valtinson Bruner Financial Planning
Minnesota
$851K +$855K +25,362 New
FC
102
Forte Capital
New York
$849K +$50.5K +1,498 +6%
AC
103
Avestar Capital
New York
$818K +$159K +4,721 +24%
OMC
104
Old Mission Capital
Illinois
$795K +$790K +23,452 New
AC
105
Alexandria Capital
Virginia
$767K +$167K +4,949 +28%
TA
106
TCG Advisors
Texas
$726K -$38.5K -1,143 -5%
TRCT
107
Tower Research Capital (TRC)
New York
$725K +$72.2K +2,143 +11%
SIAP
108
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$715K
B
109
Brightworth
Georgia
$699K +$19.9K +590 +3%
CCM
110
Condor Capital Management
New Jersey
$687K +$43.6K +1,295 +7%
RFN
111
RDA Financial Network
Iowa
$682K +$131K +3,895 +25%
SMG
112
Smart Money Group
Texas
$676K -$357K -10,595 -35%
ODCM
113
Old Dominion Capital Management
Virginia
$644K -$47.1K -1,398 -7%
DSC
114
Duncker Streett & Co
Missouri
$630K +$84.6K +2,510 +16%
RC
115
Roundview Capital
New Jersey
$615K +$65.7K +1,948 +12%
FLPIM
116
F.L. Putnam Investment Management
Massachusetts
$607K -$101K -3,007 -14%
HSA
117
HBK Sorce Advisory
Pennsylvania
$601K
TFCP
118
Twin Focus Capital Partners
Massachusetts
$525K
OFG
119
Omega Financial Group
California
$523K -$5.09K -151 -1%
AWM
120
Avior Wealth Management
Nebraska
$516K +$114K +3,378 +29%
UBS AM
121
UBS AM
Illinois
$507K +$309K +9,172 +158%
SMC
122
Smith, Moore & Co
Missouri
$504K
CL
123
Cabana LLC
Arkansas
$486K +$484K +14,350 New
AFP
124
Ausdal Financial Partners
Iowa
$483K +$10.5K +312 +2%
MSAM
125
Moloney Securities Asset Management
Missouri
$480K +$2.09K +62 +0.4%

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.