State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
211 hedge funds and large institutions have $948M invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 10 closing their positions.
300% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 10
108% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 49
100% more funds holding in top 10
Funds holding in top 10: 7 → 14 (+7)
49% more capital invested
Capital invested by funds: $635M → $948M (+$313M)
16% more funds holding
Funds holding: 182 → 211 (+29)
7.14% more ownership
Funds ownership: 61.27% → 68.41% (+7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$105M |
| 2 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$25.2M |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$22.2M |
| 4 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
|
+$9.38M |
| 5 |
SRSA
S.R. Schill & Associates
Mercer Island,
Washington
|
+$5.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$6.6M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$3.84M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.59M |
| 4 |
CFG
Cooper Financial Group
Irvine,
California
|
-$3.04M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.96M |
SPMD Hedge Fund Activity: Q1 2019 in Review
211 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2019, worth a combined $948M — up 49% from $635M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SPMD positions and 10 closed out — a net gain of 30 holders — while 102 added to existing stakes and 49 trimmed.
The largest buyer was Creative Planning, adding an estimated $105M. The largest seller was Capital Analysts LLC, cutting an estimated $6.6M.
- 211 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2019, up from 182 in Q4 2018.
- Funds reported $948M of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2019, up 49% quarter-over-quarter.
- 40 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2019 and 10 closed out, a net change of +30 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2019 was Creative Planning, an estimated $105M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2019 was Capital Analysts LLC, an estimated $6.6M sold.
Based on aggregated 13F filings for Q1 2019.