State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
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.
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: 132 → 152 (+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: 10 → 8 (-2)
Top Buyers
Top Sellers
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$3.69M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$3.33M |
| 3 |
Jane Street
New York
|
-$2.48M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$2.37M |
| 5 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$1.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
151
Voya Financial Advisors
Windsor,
Connecticut
| – | -$1.79M | -51,403 | Closed |
|
152
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$952K | -27,291 | Closed |
|
|
CS
153
Credit Suisse
Zurich,
Switzerland
| – | -$796K | -22,815 | Closed |
|
|
GLA
154
Great Lakes Advisors
Chicago,
Illinois
| – | -$497K | -14,253 | Closed |
|
|
FA
155
FDx Advisors
Chicago,
Illinois
| – | -$451K | -12,921 | Closed |
|
156
Citadel Advisors
Miami,
Florida
| – | -$330K | -9,469 | Closed |
|
157
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$50K | -1,437 | Closed |
|
|
OIA
158
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$28K | -797 | 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.