State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
182 hedge funds and large institutions have $635M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 26 closing their positions.
124% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 34
115% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 26
20% more funds holding
Funds holding: 152 → 182 (+30)
4.57% more ownership
Funds ownership: 56.71% → 61.27% (+4.6%)
2% more capital invested
Capital invested by funds: $622M → $635M (+$13.1M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$101M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
+$11.2M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$6.79M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$6.39M |
| 5 |
Morgan Stanley
New York
|
+$5.17M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
201
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$133K | -3,687 | Closed |
|
|
MWPCG
202
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| – | -$71K | -1,974 | Closed |
|
|
AIS
203
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| – | -$34K | -930 | Closed |
|
|
SWP
204
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$29K | -813 | Closed |
|
|
ADL
205
Asset Dedication LLC
San Francisco,
California
| – | -$24K | -677 | Closed |
|
206
Fidelity Investments
Boston,
Massachusetts
| – | -$19.3K | -593 | -99% |
|
|
PWAG
207
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$16K | -430 | Closed |
|
SPMD Hedge Fund Activity: Q4 2018 in Review
182 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2018, worth a combined $635M — up 2.1% from $622M a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SPMD positions and 26 closed out — a net gain of 30 holders — while 76 added to existing stakes and 34 trimmed.
The largest buyer was Creative Planning, adding an estimated $101M. The largest seller was Ameriprise, cutting an estimated $42.5M.
- 182 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2018, up from 152 in Q3 2018.
- Funds reported $635M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2018, up 2.1% quarter-over-quarter.
- 56 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2018 and 26 closed out, a net change of +30 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2018 was Creative Planning, an estimated $101M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2018 was Ameriprise, an estimated $42.5M sold.
Based on aggregated 13F filings for Q4 2018.