State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
428 hedge funds and large institutions have $6.42B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 21 closing their positions.
267% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 21
64% more capital invested
Capital invested by funds: $3.91B → $6.42B (+$2.51B)
33% more funds holding in top 10
Funds holding in top 10: 24 → 32 (+8)
12% more funds holding
Funds holding: 381 → 428 (+47)
1.27% more ownership
Funds ownership: 83.99% → 85.25% (+1.3%)
10% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 144
Top Buyers
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$142M |
| 2 |
B
Bridgeworth
Birmingham,
Alabama
|
+$58.7M |
| 3 |
AA
ACT Advisors
Asheville,
North Carolina
|
+$21.9M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$20.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$19.1M |
Top Sellers
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$90.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$37.7M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$24.7M |
| 4 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$14.3M |
| 5 |
Morgan Stanley
New York
|
-$5.86M |
SPMD Hedge Fund Activity: Q4 2022 in Review
428 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2022, worth a combined $6.42B — up 64% from $3.91B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SPMD positions and 21 closed out — a net gain of 56 holders — while 158 added to existing stakes and 144 trimmed.
The largest buyer was Creative Planning, adding an estimated $142M. The largest seller was Valmark Advisers, cutting an estimated $90.9M.
- 428 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2022, up from 381 in Q3 2022.
- Funds reported $6.42B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2022, up 64% quarter-over-quarter.
- 77 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2022 and 21 closed out, a net change of +56 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2022 was Creative Planning, an estimated $142M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2022 was Valmark Advisers, an estimated $90.9M sold.
Based on aggregated 13F filings for Q4 2022.