State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
218 hedge funds and large institutions have $1.15B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 63 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 74
2.7% more ownership
Funds ownership: 74.36% → 77.06% (+2.7%)
13% less funds holding
Funds holding: 251 → 218 (-33)
19% less capital invested
Capital invested by funds: $1.41B → $1.15B (-$264M)
25% less funds holding in top 10
Funds holding in top 10: 16 → 12 (-4)
41% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$204M |
| 2 |
TA
Tiedemann Advisors
New York
|
+$155M |
| 3 |
LPL Financial
San Diego,
California
|
+$21.2M |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$12.6M |
| 5 |
SCA
Spearhead Capital Advisors
Wellington,
Florida
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$78.1M |
| 2 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$38.9M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$36.8M |
| 4 |
MW
Marcum Wealth
Cleveland,
Ohio
|
-$29.1M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
-$14.2M |
SPMD Hedge Fund Activity: Q1 2020 in Review
218 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2020, worth a combined $1.15B — down 19% from $1.41B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of SPMD and 37 opened new positions — a net loss of 26 holders — while 74 trimmed existing stakes and 88 added.
The largest buyer was Valmark Advisers, opening a new position worth an estimated $204M. The largest seller was Stadion Money Management, exiting entirely with an estimated $78.1M sold.
- 218 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2020, down from 251 in Q4 2019.
- Funds reported $1.15B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2020, down 19% quarter-over-quarter.
- 37 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2020 and 63 closed out, a net change of -26 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2020 was Valmark Advisers, an estimated $204M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2020 was Stadion Money Management, an estimated $78.1M sold.
Based on aggregated 13F filings for Q1 2020.