State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
279 hedge funds and large institutions have $2.73B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 86 reducing their positions, and 16 closing their positions.
306% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 16
30% more capital invested
Capital invested by funds: $2.1B → $2.73B (+$637M)
20% more funds holding
Funds holding: 232 → 279 (+47)
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
12% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 86
1.97% less ownership
Funds ownership: 82.28% → 80.31% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$141M |
| 2 |
LPL Financial
San Diego,
California
|
+$48.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.2M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$8.37M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$6.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$72.2M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$27.4M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$19.1M |
| 4 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
-$8.91M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.89M |
SPMD Hedge Fund Activity: Q4 2020 in Review
279 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2020, worth a combined $2.73B — up 30% from $2.1B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new SPMD positions and 16 closed out — a net gain of 49 holders — while 96 added to existing stakes and 86 trimmed.
The largest buyer was Creative Planning, adding an estimated $141M. The largest seller was UBS Group, cutting an estimated $72.2M.
- 279 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2020, up from 232 in Q3 2020.
- Funds reported $2.73B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2020, up 30% quarter-over-quarter.
- 65 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2020 and 16 closed out, a net change of +49 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2020 was Creative Planning, an estimated $141M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2020 was UBS Group, an estimated $72.2M sold.
Based on aggregated 13F filings for Q4 2020.