State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
325 hedge funds and large institutions have $3.81B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 159 increasing their positions, 99 reducing their positions, and 29 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 99
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
3% less capital invested
Capital invested by funds: $3.95B → $3.81B (-$134M)
1.06% less ownership
Funds ownership: 83.84% → 82.78% (-1.1%)
4% less funds holding
Funds holding: 338 → 325 (-13)
21% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 29
Top Buyers
Top Sellers
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$83M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$49.2M |
| 3 |
LPL Financial
San Diego,
California
|
-$46.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$30.5M |
| 5 |
TA
Tiedemann Advisors
New York
|
-$28.9M |
SPMD Hedge Fund Activity: Q3 2021 in Review
325 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2021, worth a combined $3.81B — down 3.4% from $3.95B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of SPMD and 23 opened new positions — a net loss of 6 holders — while 99 trimmed existing stakes and 159 added.
The largest buyer was Creative Planning, adding an estimated $161M. The largest seller was Horizon Investments, cutting an estimated $83M.
- 325 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2021, down from 338 in Q2 2021.
- Funds reported $3.81B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2021, down 3.4% quarter-over-quarter.
- 23 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2021 and 29 closed out, a net change of -6 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2021 was Creative Planning, an estimated $161M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2021 was Horizon Investments, an estimated $83M sold.
Based on aggregated 13F filings for Q3 2021.