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State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

24 hedge funds and large institutions have $114M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

0% more funds holding

Funds holding: 24 → 24 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2% less capital invested

Capital invested by funds: $117M → $114M (-$2.8M)

3.66% less ownership

Funds ownership: 191.98% → 188.32% (-3.7%)

Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
2
Increased
8
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$358K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$201K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$173K
4
UBS Group
UBS Group
Switzerland
+$81.1K
5
CAL
Capital Analysts LLC
Pennsylvania
+$39.2K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.93M
2
SMM
Stadion Money Management
Georgia
-$1.85M
3
Jane Street
Jane Street
New York
-$877K
4
Morgan Stanley
Morgan Stanley
New York
-$227K
5
ODCM
Old Dominion Capital Management
Virginia
-$53.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
SMM
1
Stadion Money Management
Georgia
$91.9M -$1.85M -60,678 -2%
CAL
2
Capital Analysts LLC
Pennsylvania
$6.31M +$39.2K +1,284 +0.6%
CCT
3
Chemung Canal Trust
New York
$3.25M – – –
ODCM
4
Old Dominion Capital Management
Virginia
$2.43M -$53.8K -1,764 -2%
Northern Trust
5
Northern Trust
Illinois
$2.15M – – –
HighTower Advisors
6
HighTower Advisors
Illinois
$1.39M +$358K +11,724 +36%
SG Americas Securities
7
SG Americas Securities
New York
$1.28M – – –
Jane Street
8
Jane Street
New York
$954K -$877K -28,755 -48%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$771K +$173K +5,685 +30%
LPL Financial
10
LPL Financial
California
$752K +$9.33K +306 +1%
Bank of America
11
Bank of America
North Carolina
$615K +$457 +15 +0.1%
SMC
12
Smith, Moore & Co
Missouri
$461K – – –
Morgan Stanley
13
Morgan Stanley
New York
$460K -$227K -7,455 -33%
UBS Group
14
UBS Group
Switzerland
$373K +$81.1K +2,658 +28%
DI
15
Diligent Investors
California
$214K -$3.48K -114 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$204K +$201K +6,588 New
GWA
17
Guidant Wealth Advisors
Illinois
$200K +$10.7K +351 +6%
Citigroup
18
Citigroup
New York
$16K +$1.83K +60 +13%
Wells Fargo
19
Wells Fargo
California
$12K – – –
AG
20
Advisor Group
Arizona
$9K – – –
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$5K +$4.94K +162 New
BlackRock
22
BlackRock
New York
$3K – – –
SPIA
23
Steward Partners Investment Advisory
New York
$3K – – –
Citadel Advisors
24
Citadel Advisors
Florida
– -$2.93M -96,621 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
– -$27K -900 Closed

SPMD Hedge Fund Activity: Q2 2017 in Review

24 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q2 2017, worth a combined $114M — down 2.4% from $117M a quarter earlier.

Fund positioning in SPMD was balanced in Q2 2017: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 5 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $358K. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.93M sold.

  • 24 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $114M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q2 2017, down 2.4% quarter-over-quarter.
  • 2 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q2 2017 and 2 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q2 2017 was HighTower Advisors, an estimated $358K added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q2 2017 was Citadel Advisors, an estimated $2.93M sold.

Based on aggregated 13F filings for Q2 2017.