State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
462 hedge funds and large institutions have $5.75B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 207 increasing their positions, 143 reducing their positions, and 20 closing their positions.
17,844% more call options, than puts
Call options by funds: $1.61M | Put options by funds: $9K
155% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 20
45% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 143
14% more capital invested
Capital invested by funds: $5.04B → $5.75B (+$708M)
6% more funds holding
Funds holding: 435 → 462 (+27)
3% more funds holding in top 10
Funds holding in top 10: 34 → 35 (+1)
0.97% more ownership
Funds ownership: 84.96% → 85.93% (+0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$204M |
| 2 |
Morgan Stanley
New York
|
+$63.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$43.6M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$39.9M |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$11.9M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$10.5M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$10.2M |
| 4 |
TA
Tiedemann Advisors
New York
|
-$8.99M |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$8.83M |
SPMD Hedge Fund Activity: Q2 2023 in Review
462 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q2 2023, worth a combined $5.75B — up 14% from $5.04B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new SPMD positions and 20 closed out — a net gain of 31 holders — while 207 added to existing stakes and 143 trimmed.
The largest buyer was Creative Planning, adding an estimated $204M. The largest seller was Gateway Wealth Partners, cutting an estimated $11.9M.
- 462 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q2 2023, up from 435 in Q1 2023.
- Funds reported $5.75B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q2 2023, up 14% quarter-over-quarter.
- 51 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q2 2023 and 20 closed out, a net change of +31 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q2 2023 was Creative Planning, an estimated $204M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q2 2023 was Gateway Wealth Partners, an estimated $11.9M sold.
Based on aggregated 13F filings for Q2 2023.