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

28 hedge funds and large institutions have $117M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

17% more funds holding

Funds holding: 24 → 28 (+4)

4.02% more ownership

Funds ownership: 188.32% → 192.33% (+4%)

2% more capital invested

Capital invested by funds: $114M → $117M (+$2.84M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
9
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAL
Capital Analysts LLC
Pennsylvania
+$1.21M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$829K
3
Jane Street
Jane Street
New York
+$668K
4
GLA
Great Lakes Advisors
Illinois
+$299K
5
HighTower Advisors
HighTower Advisors
Illinois
+$269K

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$3.16M
2
CCT
Chemung Canal Trust
New York
-$462K
3
DI
Diligent Investors
California
-$214K
4
GWA
Guidant Wealth Advisors
Illinois
-$200K
5
LPL Financial
LPL Financial
California
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
SMM
1
Stadion Money Management
Georgia
$91.4M -$3.16M -102,603 -3%
CAL
2
Capital Analysts LLC
Pennsylvania
$7.76M +$1.21M +39,315 +19%
CCT
3
Chemung Canal Trust
New York
$2.87M -$462K -15,003 -14%
ODCM
4
Old Dominion Capital Management
Virginia
$2.46M -$42.8K -1,389 -2%
Northern Trust
5
Northern Trust
Illinois
$2.22M – – –
HighTower Advisors
6
HighTower Advisors
Illinois
$1.71M +$269K +8,736 +20%
Jane Street
7
Jane Street
New York
$1.68M +$668K +21,714 +71%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.65M +$829K +26,931 +108%
SG Americas Securities
9
SG Americas Securities
New York
$1.32M – – –
Morgan Stanley
10
Morgan Stanley
New York
$663K +$182K +5,910 +40%
LPL Financial
11
LPL Financial
California
$653K -$117K -3,789 -16%
Bank of America
12
Bank of America
North Carolina
$633K -$924 -30 -0.2%
SMC
13
Smith, Moore & Co
Missouri
$502K +$26K +843 +6%
GLA
14
Great Lakes Advisors
Illinois
$310K +$299K +9,711 New
UBS Group
15
UBS Group
Switzerland
$295K -$85.1K -2,763 -23%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$211K +$277 +9 +0.1%
SBH
17
Segall Bryant & Hamill
Illinois
$201K +$194K +6,300 New
Citigroup
18
Citigroup
New York
$31K +$14.1K +459 +90%
Wells Fargo
19
Wells Fargo
California
$12K – – –
AG
20
Advisor Group
Arizona
$10K – – –
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$10K +$4.99K +162 +100%
GRP
22
Global Retirement Partners
California
$6K +$5.63K +183 New
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$6K +$18.5K +600 New
MA
24
MCF Advisors
Kentucky
$5K +$4.62K +150 New
BlackRock
25
BlackRock
New York
$3K – – –
1
2

SPMD Hedge Fund Activity: Q3 2017 in Review

28 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 Q3 2017, worth a combined $117M — up 2.5% from $114M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPMD positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Capital Analysts LLC, adding an estimated $1.21M. The largest seller was Stadion Money Management, cutting an estimated $3.16M.

  • 28 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2017, up from 24 in Q2 2017.
  • Funds reported $117M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2017, up 2.5% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2017 and 2 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2017 was Capital Analysts LLC, an estimated $1.21M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2017 was Stadion Money Management, an estimated $3.16M sold.

Based on aggregated 13F filings for Q3 2017.