State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
218 hedge funds and large institutions have $1.18B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 19 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 54
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
5% more capital invested
Capital invested by funds: $1.12B → $1.18B (+$55.7M)
0% more funds holding
Funds holding: 217 → 218 (+1)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
1.45% less ownership
Funds ownership: 71.51% → 70.06% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$66.2M |
| 2 |
MWPCG
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
+$4.56M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.68M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.45M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
-$9.81M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$4.27M |
| 3 |
Jane Street
New York
|
-$4.1M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$3.83M |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$3.78M |
SPMD Hedge Fund Activity: Q3 2019 in Review
218 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2019, worth a combined $1.18B — up 5% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SPMD positions and 19 closed out — a net gain of 2 holders — while 108 added to existing stakes and 54 trimmed.
The largest buyer was Creative Planning, adding an estimated $66.2M. The largest seller was Hanlon Investment Management, cutting an estimated $9.81M.
- 218 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2019, up from 217 in Q2 2019.
- Funds reported $1.18B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2019, up 5% quarter-over-quarter.
- 21 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2019 and 19 closed out, a net change of +2 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2019 was Creative Planning, an estimated $66.2M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2019 was Hanlon Investment Management, an estimated $9.81M sold.
Based on aggregated 13F filings for Q3 2019.