State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
394 hedge funds and large institutions have $4.51B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 123 reducing their positions, and 34 closing their positions.
44% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 34
39% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 123
2% more funds holding
Funds holding: 386 → 394 (+8)
0.32% more ownership
Funds ownership: 85.09% → 85.42% (+0.32%)
5% less capital invested
Capital invested by funds: $4.76B → $4.51B (-$249M)
9% less funds holding in top 10
Funds holding in top 10: 32 → 29 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$123M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$47.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$37.4M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$32M |
| 5 |
LPL Financial
San Diego,
California
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$145M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$56.8M |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$30.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.7M |
| 5 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$19M |
SPMD Hedge Fund Activity: Q1 2022 in Review
394 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2022, worth a combined $4.51B — down 5.2% from $4.76B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SPMD positions and 34 closed out — a net gain of 15 holders — while 171 added to existing stakes and 123 trimmed.
The largest buyer was Creative Planning, adding an estimated $123M. The largest seller was Horizon Investments, exiting entirely with an estimated $145M sold.
- 394 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2022, up from 386 in Q4 2021.
- Funds reported $4.51B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2022, down 5.2% quarter-over-quarter.
- 49 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2022 and 34 closed out, a net change of +15 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2022 was Creative Planning, an estimated $123M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2022 was Horizon Investments, an estimated $145M sold.
Based on aggregated 13F filings for Q1 2022.