State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
374 hedge funds and large institutions have $3.83B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 153 increasing their positions, 137 reducing their positions, and 51 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 137
0.02% more ownership
Funds ownership: 84.45% → 84.46% (+0.02%)
5% less funds holding
Funds holding: 392 → 374 (-18)
10% less funds holding in top 10
Funds holding in top 10: 29 → 26 (-3)
15% less capital invested
Capital invested by funds: $4.51B → $3.83B (-$678M)
24% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$52.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$44.1M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$17.8M |
| 4 |
TA
Tiedemann Advisors
New York
|
+$17.7M |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$34.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$24M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$17.1M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$13.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.1M |
SPMD Hedge Fund Activity: Q2 2022 in Review
374 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q2 2022, worth a combined $3.83B — down 15% from $4.51B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of SPMD and 39 opened new positions — a net loss of 12 holders — while 137 trimmed existing stakes and 153 added.
The largest buyer was Creative Planning, adding an estimated $52.7M. The largest seller was UBS Group, cutting an estimated $34.6M.
- 374 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q2 2022, down from 392 in Q1 2022.
- Funds reported $3.83B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q2 2022, down 15% quarter-over-quarter.
- 39 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q2 2022 and 51 closed out, a net change of -12 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q2 2022 was Creative Planning, an estimated $52.7M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q2 2022 was UBS Group, an estimated $34.6M sold.
Based on aggregated 13F filings for Q2 2022.