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State Street SPDR Portfolio S&P 400 Mid Cap ETF

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: 132152 (+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: 108 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$34K -$10.1K -280 -23%
AIS
127
Accurate Investment Solutions
Pennsylvania
$34K
WAM
128
Watermark Asset Management
California
$31K +$109 +3 +0.4%
SWP
129
Stratos Wealth Partners
Ohio
$29K +$29.4K +813 New
ADL
130
Asset Dedication LLC
California
$24K +$24.5K +677 New
JWA
131
JFS Wealth Advisors
Pennsylvania
$23K +$19K +526 +438%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$22K +$21.6K +598 New
RFC
133
Regions Financial Corp
Alabama
$20K
PWAG
134
Polaris Wealth Advisory Group
California
$16K +$15.6K +430 New
FHA
135
Flagship Harbor Advisors
Massachusetts
$14K
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$14K +$6.76K +187 +94%
SWA
137
Sutton Wealth Advisors
Florida
$13.4K +$13.5K +372 New
Citigroup
138
Citigroup
New York
$12K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$12K +$36 +1 +0.3%
IWMA
140
Ironwood Wealth Management (Arizona)
Arizona
$10K
S
141
SignatureFD
Georgia
$6K
AIM
142
Advantage Investment Management
Iowa
$5K +$3.04K +84 +145%
BC
143
Barnett & Company
Tennessee
$4K
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.62K +100 New
BlackRock
145
BlackRock
New York
$3K
VFA
146
Valeo Financial Advisors
Indiana
$1K
AMCA
147
Arthur M. Cohen & Associates
Illinois
$236
CF
148
Centaurus Financial
California
$232 -$201K -5,548 -100%
FRA
149
Front Row Advisors
California
$100 +$9.01K +249 +9%
JFA
150
JNBA Financial Advisors
Minnesota
-$2.37M -67,968 Closed

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.