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State Street SPDR Portfolio S&P 400 Mid Cap ETF

21 hedge funds and large institutions have $40.7M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $28.4M → $40.7M (+$12.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

16% less funds holding

Funds holding: 2521 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
6
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change

SPMD Hedge Fund Activity: Q1 2015 in Review

21 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2015, worth a combined $40.7M — up 43% from $28.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SPMD and 4 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was State Street, adding an estimated $14.9M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.71M sold.

  • 21 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2015, down from 25 in Q4 2014.
  • Funds reported $40.7M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2015, up 43% quarter-over-quarter.
  • 4 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2015 and 8 closed out, a net change of -4 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2015 was State Street, an estimated $14.9M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2015 was Goldman Sachs, an estimated $1.71M sold.

Based on aggregated 13F filings for Q1 2015.