State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
427 hedge funds and large institutions have $4.59B 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, 143 reducing their positions, and 21 closing their positions.
267% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 21
33% more funds holding in top 10
Funds holding in top 10: 24 → 32 (+8)
17% more capital invested
Capital invested by funds: $3.92B → $4.59B (+$674M)
12% more funds holding
Funds holding: 380 → 427 (+47)
10% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 143
1.75% more ownership
Funds ownership: 83.47% → 85.22% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$90.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$37.7M |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$14.3M |
| 4 |
Morgan Stanley
New York
|
-$5.86M |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$5.83M |
SPMD Hedge Fund Activity: Q4 2022 in Review
427 of the 6,237 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 $4.59B — up 17% from $3.92B 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 143 trimmed.
The largest buyer was Creative Planning, adding an estimated $142M. The largest seller was Valmark Advisers, cutting an estimated $90.9M.
- 427 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2022, up from 380 in Q3 2022.
- Funds reported $4.59B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2022, up 17% 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.