State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
309 hedge funds and large institutions have $3.7B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 20 closing their positions.
170% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 20
35% more capital invested
Capital invested by funds: $2.73B → $3.7B (+$967M)
35% more funds holding in top 10
Funds holding in top 10: 17 → 23 (+6)
24% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 99
11% more funds holding
Funds holding: 279 → 309 (+30)
3.72% more ownership
Funds ownership: 80.31% → 84.03% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$158M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$139M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$80.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$76.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$42.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$16.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.5M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$5.54M |
| 4 |
Jane Street
New York
|
-$2.82M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.77M |
SPMD Hedge Fund Activity: Q1 2021 in Review
309 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2021, worth a combined $3.7B — up 35% from $2.73B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SPMD positions and 20 closed out — a net gain of 34 holders — while 123 added to existing stakes and 99 trimmed.
The largest buyer was Creative Planning, adding an estimated $158M. The largest seller was Valmark Advisers, cutting an estimated $16.5M.
- 309 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2021, up from 279 in Q4 2020.
- Funds reported $3.7B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2021, up 35% quarter-over-quarter.
- 54 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2021 and 20 closed out, a net change of +34 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2021 was Creative Planning, an estimated $158M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2021 was Valmark Advisers, an estimated $16.5M sold.
Based on aggregated 13F filings for Q1 2021.