State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
380 hedge funds and large institutions have $3.92B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 169 increasing their positions, 123 reducing their positions, and 24 closing their positions.
46% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 24
37% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 123
2% more funds holding
Funds holding: 374 → 380 (+6)
2% more capital invested
Capital invested by funds: $3.83B → $3.92B (+$84.9M)
0.99% less ownership
Funds ownership: 84.46% → 83.47% (-0.99%)
8% less funds holding in top 10
Funds holding in top 10: 26 → 24 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$105M |
| 2 |
LPL Financial
San Diego,
California
|
+$39.5M |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$16M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$14M |
| 5 |
RWM
Reston Wealth Management
Reston,
Virginia
|
+$7.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$11.4M |
| 2 |
DA
Detalus Advisors
St. Louis,
Missouri
|
-$6.71M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$5.36M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$4.96M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$4.65M |
SPMD Hedge Fund Activity: Q3 2022 in Review
380 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2022, worth a combined $3.92B — up 2.2% from $3.83B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SPMD positions and 24 closed out — a net gain of 11 holders — while 169 added to existing stakes and 123 trimmed.
The largest buyer was Creative Planning, adding an estimated $105M. The largest seller was Advisor Resource Council, exiting entirely with an estimated $11.4M sold.
- 380 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2022, up from 374 in Q2 2022.
- Funds reported $3.92B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2022, up 2.2% quarter-over-quarter.
- 35 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2022 and 24 closed out, a net change of +11 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2022 was Creative Planning, an estimated $105M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2022 was Advisor Resource Council, an estimated $11.4M sold.
Based on aggregated 13F filings for Q3 2022.