State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
386 hedge funds and large institutions have $4.76B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 162 increasing their positions, 86 reducing their positions, and 23 closing their positions.
296% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 23
88% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 86
25% more capital invested
Capital invested by funds: $3.81B → $4.76B (+$948M)
23% more funds holding in top 10
Funds holding in top 10: 26 → 32 (+6)
19% more funds holding
Funds holding: 325 → 386 (+61)
2.31% more ownership
Funds ownership: 82.78% → 85.09% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$185M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$128M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$55.8M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$54.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$13.7M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
-$11M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$7.18M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.03M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.9M |
SPMD Hedge Fund Activity: Q4 2021 in Review
386 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2021, worth a combined $4.76B — up 25% from $3.81B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new SPMD positions and 23 closed out — a net gain of 68 holders — while 162 added to existing stakes and 86 trimmed.
The largest buyer was Creative Planning, adding an estimated $185M. The largest seller was Tiedemann Advisors, cutting an estimated $13.7M.
- 386 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2021, up from 325 in Q3 2021.
- Funds reported $4.76B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2021, up 25% quarter-over-quarter.
- 91 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2021 and 23 closed out, a net change of +68 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2021 was Creative Planning, an estimated $185M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2021 was Tiedemann Advisors, an estimated $13.7M sold.
Based on aggregated 13F filings for Q4 2021.