SPMD icon

SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

24 hedge funds and large institutions have $27.9M invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 9 closing their positions.

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
6
Reduced
4
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Ruggie Capital Group
Florida
$2.85M
2
State Street
2
State Street
Massachusetts
$3.33M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.04M
4
UBS Group
4
UBS Group
Switzerland
$616K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.95M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$0
2
ODCM
2
Old Dominion Capital Management
Virginia
$3.98M
3
TIM
3
Tortoise Investment Management
New York
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
LPL Financial
5
LPL Financial
California
$673K
Name Market Value Shares Shares
Change 		Shares
Change %
ODCM
1
Old Dominion Capital Management
Virginia
$3.98M 47,216 -3,856 -8%
Northern Trust
2
Northern Trust
Illinois
$3.55M 42,015 – –
State Street
3
State Street
Massachusetts
$3.33M 39,421 +20,284 +106%
CCT
4
Chemung Canal Trust
New York
$2.95M 34,998 – –
RCG
5
Ruggie Capital Group
Florida
$2.85M 33,775 +33,775 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.04M 24,206 +7,845 +48%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.95M 23,065 +3,885 +20%
Goldman Sachs
8
Goldman Sachs
New York
$1.71M 20,212 +1,641 +9%
Deutsche Bank
9
Deutsche Bank
Germany
$1.36M 16,100 – –
Wells Fargo
10
Wells Fargo
California
$943K 11,181 -20 -0.2%
LPL Financial
11
LPL Financial
California
$673K 7,974 -171 -2%
UBS Group
12
UBS Group
Switzerland
$616K 7,303 +7,303 New
Bank of America
13
Bank of America
North Carolina
$590K 6,994 +12 +0.2%
SMC
14
Smith, Moore & Co
Missouri
$566K 6,712 – –
Morgan Stanley
15
Morgan Stanley
New York
$425K 5,029 +2,169 +76%
FA
16
FCG Advisors
New Jersey
$232K 2,745 +2,745 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$104K 1,231 +1,231 New
AIG
18
American International Group
New York
$25.3K 300 – –
Citigroup
19
Citigroup
New York
$18K 212 -30 -12%
MFS
20
MSI Financial Services
Massachusetts
$13K 149 – –
NPC
21
National Planning Corporation
California
$12.9K 157 +157 New
RMAM
22
Raab & Moskowitz Asset Management
New Jersey
$8K 100 +100 New
BRWA
23
B. Riley Wealth Advisors
Florida
$43 515 +515 New
VKH
24
Virtu KCG Holdings
New York
– – -5,472 Closed
TIM
25
Tortoise Investment Management
New York
– – -900 Closed
1
2