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State Street SPDR Portfolio S&P 400 Mid Cap ETF

152 hedge funds and large institutions have $622M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 22

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

57% more capital invested

Capital invested by funds: $395M → $622M (+$227M)

15% more funds holding

Funds holding: 132152 (+20)

5.46% more ownership

Funds ownership: 51.24%56.71% (+5.5%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
30
Increased
78
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$227M +$109M +3,006,615 +92%
SMM
2
Stadion Money Management
Georgia
$84M -$3.33M -92,127 -4%
Ameriprise
3
Ameriprise
Minnesota
$61M +$58.3M +1,610,766 +2,027%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.4M +$17M +471,245 +1,293%
RJA
5
Raymond James & Associates
Florida
$14.5M +$845K +23,362 +6%
CAL
6
Capital Analysts LLC
Pennsylvania
$9.79M +$998K +27,585 +11%
PWA
7
Peterson Wealth Advisors
Utah
$9.32M +$537K +14,837 +6%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$7.76M +$623K +17,221 +9%
Morgan Stanley
9
Morgan Stanley
New York
$7.6M +$2.42M +67,039 +47%
UBS Group
10
UBS Group
Switzerland
$7.56M +$1.08M +29,853 +17%
SAM
11
Stringer Asset Management
Tennessee
$7.12M +$1.36M +37,626 +24%
FI
12
FormulaFolio Investments
Michigan
$6.35M +$1.1M +30,411 +21%
WI
13
WrapManager Inc
California
$5.79M -$145K -4,015 -2%
SFG
14
StrategIQ Financial Group
Indiana
$5.75M +$610K +16,877 +12%
PFA
15
Pure Financial Advisors
California
$5.61M +$5.62M +155,271 New
MGIA
16
Moneta Group Investment Advisors
Missouri
$5.57M +$5.57M +154,015 New
RA
17
RFG Advisory
Alabama
$5.53M -$3.69M -101,977 -40%
WAS
18
Winch Advisory Services
Wisconsin
$5.38M +$24.5K +678 +0.5%
IA
19
IFP Advisors
Florida
$5.08M +$1.82M +50,325 +56%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.41M +$1.27M +35,021 +40%
ACI
21
Alpha Cubed Investments
California
$4.41M +$4.79M +132,378 New
JWM
22
Jackson Wealth Management
Florida
$4.05M -$54.4K -1,503 -1%
CF
23
Copperwynd Financial
Arizona
$3.43M +$423K +11,683 +14%
William Blair & Company
24
William Blair & Company
Illinois
$3.42M -$508K -14,050 -13%
CFGF
25
Compass Financial Group (Florida)
Florida
$3.36M +$81K +2,240 +2%

SPMD Hedge Fund Activity: Q3 2018 in Review

152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2018, worth a combined $622M — up 57% from $395M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPMD positions and 10 closed out — a net gain of 20 holders — while 78 added to existing stakes and 22 trimmed.

The largest buyer was Creative Planning, adding an estimated $109M. The largest seller was RFG Advisory, cutting an estimated $3.69M.

  • 152 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2018, up from 132 in Q2 2018.
  • Funds reported $622M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2018, up 57% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2018 and 10 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2018 was Creative Planning, an estimated $109M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2018 was RFG Advisory, an estimated $3.69M sold.

Based on aggregated 13F filings for Q3 2018.