State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
232 hedge funds and large institutions have $2.1B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 21 closing their positions.
43% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 21
10% more capital invested
Capital invested by funds: $1.9B → $2.1B (+$198M)
3% more funds holding
Funds holding: 226 → 232 (+6)
0.93% more ownership
Funds ownership: 81.35% → 82.28% (+0.93%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
15% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$74M |
| 2 |
LPL Financial
San Diego,
California
|
+$22.9M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$10.9M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$8.89M |
| 5 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
+$5.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$9.13M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.49M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$3.79M |
| 4 |
HF
HRT Financial
New York
|
-$3.1M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.99M |
SPMD Hedge Fund Activity: Q3 2020 in Review
232 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2020, worth a combined $2.1B — up 10% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SPMD positions and 21 closed out — a net gain of 9 holders — while 81 added to existing stakes and 95 trimmed.
The largest buyer was Creative Planning, adding an estimated $74M. The largest seller was Valmark Advisers, cutting an estimated $9.13M.
- 232 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2020, up from 226 in Q2 2020.
- Funds reported $2.1B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2020, up 10% quarter-over-quarter.
- 30 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2020 and 21 closed out, a net change of +9 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2020 was Creative Planning, an estimated $74M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2020 was Valmark Advisers, an estimated $9.13M sold.
Based on aggregated 13F filings for Q3 2020.