State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
622 hedge funds and large institutions have $9.78B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 295 increasing their positions, 187 reducing their positions, and 25 closing their positions.
144% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 25
58% more repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 187
13% more capital invested
Capital invested by funds: $8.68B → $9.78B (+$1.1B)
6% more funds holding in top 10
Funds holding in top 10: 48 → 51 (+3)
5% more funds holding
Funds holding: 590 → 622 (+32)
0.47% more ownership
Funds ownership: 87.06% → 87.53% (+0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$183M |
| 2 |
Betterment LLC
New York
|
+$54.3M |
| 3 |
TPSF
Texas Permanent School Fund
Austin,
Texas
|
+$52.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$39.9M |
| 5 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$23.9M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$23.5M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
-$16M |
| 4 |
AG
AlTi Global
New York
|
-$11.6M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$8.85M |
SPMD Hedge Fund Activity: Q3 2024 in Review
622 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2024, worth a combined $9.78B — up 13% from $8.68B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new SPMD positions and 25 closed out — a net gain of 36 holders — while 295 added to existing stakes and 187 trimmed.
The largest buyer was Creative Planning, adding an estimated $183M. The largest seller was Strategic Financial Concepts, cutting an estimated $23.9M.
- 622 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2024, up from 590 in Q2 2024.
- Funds reported $9.78B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 61 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2024 and 25 closed out, a net change of +36 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2024 was Creative Planning, an estimated $183M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $23.9M sold.
Based on aggregated 13F filings for Q3 2024.