State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
548 hedge funds and large institutions have $4.16B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 225 increasing their positions, 159 reducing their positions, and 28 closing their positions.
271% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 28
42% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 159
13% more funds holding
Funds holding: 484 → 548 (+64)
13% more funds holding in top 10
Funds holding in top 10: 39 → 44 (+5)
2.75% more ownership
Funds ownership: 87.23% → 89.97% (+2.7%)
29% less capital invested
Capital invested by funds: $5.89B → $4.16B (-$1.73B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$142M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$105M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$77.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$32.7M |
| 5 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$29.6M |
| 2 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$23.8M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$10.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.97M |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$5.79M |
SPMD Hedge Fund Activity: Q4 2023 in Review
548 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2023, worth a combined $4.16B — down 29% from $5.89B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new SPMD positions and 28 closed out — a net gain of 76 holders — while 225 added to existing stakes and 159 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $142M. The largest seller was Gateway Wealth Partners, cutting an estimated $29.6M.
- 548 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2023, up from 484 in Q3 2023.
- Funds reported $4.16B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2023, down 29% quarter-over-quarter.
- 104 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2023 and 28 closed out, a net change of +76 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $142M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2023 was Gateway Wealth Partners, an estimated $29.6M sold.
Based on aggregated 13F filings for Q4 2023.