State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
435 hedge funds and large institutions have $5.05B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 139 reducing their positions, and 38 closing their positions.
218% more capital inflows, than outflows
Capital inflows: $444M | Capital outflows: $140M
45% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 38
35% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 139
6% more funds holding in top 10
Funds holding in top 10: 32 → 34 (+2)
2% more funds holding
Funds holding: 428 → 435 (+7)
0.34% less ownership
Funds ownership: 85.22% → 84.88% (-0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$83.6M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$30.1M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$26.5M |
| 4 |
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$23.3M |
| 5 |
First International Bank & Trust
Watford City,
North Dakota
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiedemann Advisors
New York
|
-$35.5M |
| 2 |
ACT Advisors
Asheville,
North Carolina
|
-$22M |
| 3 |
IFP Advisors
Tampa,
Florida
|
-$11.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.38M |
| 5 |
Merriman Wealth Management
Seattle,
Washington
|
-$5.41M |
SPMD Hedge Fund Activity: Q1 2023 in Review
435 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2023, worth a combined $5.05B — up 10% from $4.59B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SPMD positions and 38 closed out — a net gain of 17 holders — while 188 added to existing stakes and 139 trimmed.
The largest buyer was Creative Planning, adding an estimated $83.6M. The largest seller was Tiedemann Advisors, cutting an estimated $35.5M.
- 435 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2023, up from 428 in Q4 2022.
- Funds reported $5.05B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2023, up 10% quarter-over-quarter.
- 55 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2023 and 38 closed out, a net change of +17 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2023 was Creative Planning, an estimated $83.6M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2023 was Tiedemann Advisors, an estimated $35.5M sold.
Based on aggregated 13F filings for Q1 2023.