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State Street SPDR Portfolio S&P 400 Mid Cap ETF

77 hedge funds and large institutions have $249M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,900% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 1

175% more funds holding

Funds holding: 2877 (+49)

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

113% more capital invested

Capital invested by funds: $117M → $249M (+$132M)

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

135.08% less ownership

Funds ownership: 192.33%57.25% (-135%)

Holders
77
Holders Change
+49
Holders Change %
+175%
% of All Funds
1.75%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
50
Increased
14
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$89.4M -$6.05M -184,656 -6%
HI
2
Horizon Investments
North Carolina
$55.5M +$54.1M +1,650,930 New
RJA
3
Raymond James & Associates
Florida
$10.8M +$10.6M +322,901 New
CAL
4
Capital Analysts LLC
Pennsylvania
$8.11M -$131 -4 -0%
PI
5
PFS Investments
Georgia
$6.31M +$5.96M +181,770 New
SAM
6
Stringer Asset Management
Tennessee
$4.85M +$4.77M +145,404 New
AIA
7
Allegis Investment Advisors
Idaho
$4.75M +$4.67M +142,402 New
FFS
8
Founders Financial Securities
Maryland
$4.75M +$4.67M +142,428 New
SFG
9
StrategIQ Financial Group
Indiana
$4.45M +$4.37M +133,403 New
JWM
10
Jackson Wealth Management
Florida
$4.2M +$4.05M +123,530 New
FI
11
FormulaFolio Investments
Michigan
$3.79M +$3.72M +113,497 New
CCT
12
Chemung Canal Trust
New York
$3M
CFGF
13
Compass Financial Group (Florida)
Florida
$2.8M +$2.75M +83,940 New
ODCM
14
Old Dominion Capital Management
Virginia
$2.54M -$22.1K -674 -0.9%
Northern Trust
15
Northern Trust
Illinois
$2.32M
PWA
16
Peterson Wealth Advisors
Utah
$2.19M +$2.15M +65,620 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2M +$1.97M +59,960 New
FEG
18
Financial Enhancement Group
Indiana
$1.99M +$1.95M +59,619 New
HighTower Advisors
19
HighTower Advisors
Illinois
$1.96M +$162K +4,949 +9%
RA
20
RFG Advisory
Alabama
$1.89M +$1.86M +56,684 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.85M +$1.82M +55,567 New
BBA
22
Braun-Bostich & Associates
Pennsylvania
$1.8M +$1.77M +53,943 New
UBS Group
23
UBS Group
Switzerland
$1.74M +$1.41M +42,869 +463%
DSN
24
D. Scott Neal
Kentucky
$1.72M +$1.69M +51,551 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.58M +$1.55M +47,346 New

SPMD Hedge Fund Activity: Q4 2017 in Review

77 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2017, worth a combined $249M — up 113% from $117M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPMD positions and 1 closed out — a net gain of 49 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $54.1M. The largest seller was Stadion Money Management, cutting an estimated $6.05M.

  • 77 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2017, up from 28 in Q3 2017.
  • Funds reported $249M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2017, up 113% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2017 and 1 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2017 was Horizon Investments, an estimated $54.1M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2017 was Stadion Money Management, an estimated $6.05M sold.

Based on aggregated 13F filings for Q4 2017.