State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
132 hedge funds and large institutions have $395M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 20 reducing their positions, and 8 closing their positions.
325% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 8
215% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 20
53% more capital invested
Capital invested by funds: $257M → $395M (+$138M)
23% more funds holding
Funds holding: 107 → 132 (+25)
5.16% more ownership
Funds ownership: 46.08% → 51.24% (+5.2%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$107M |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$6.79M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.18M |
| 4 |
Morgan Stanley
New York
|
+$2.97M |
| 5 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
+$2.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$6.43M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$5.77M |
| 3 |
AIS
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
-$4.13M |
| 4 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
-$3.61M |
| 5 |
JP Morgan Chase
New York
|
-$3.32M |
SPMD Hedge Fund Activity: Q2 2018 in Review
132 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q2 2018, worth a combined $395M — up 53% from $257M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SPMD positions and 8 closed out — a net gain of 26 holders — while 63 added to existing stakes and 20 trimmed.
The largest buyer was Creative Planning, adding an estimated $107M. The largest seller was Hilltop Holdings, cutting an estimated $6.43M.
- 132 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q2 2018, up from 107 in Q1 2018.
- Funds reported $395M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q2 2018, up 53% quarter-over-quarter.
- 34 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q2 2018 and 8 closed out, a net change of +26 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q2 2018 was Creative Planning, an estimated $107M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q2 2018 was Hilltop Holdings, an estimated $6.43M sold.
Based on aggregated 13F filings for Q2 2018.