State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
484 hedge funds and large institutions have $5.79B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 165 reducing their positions, and 29 closing their positions.
2,600% more call options, than puts
Call options by funds: $108K | Put options by funds: $4K
435% more capital inflows, than outflows
Capital inflows: $401M | Capital outflows: $75M
86% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 29
24% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 165
11% more funds holding in top 10
Funds holding in top 10: 35 → 39 (+4)
5% more funds holding
Funds holding: 462 → 484 (+22)
0.5% less ownership
Funds ownership: 85.85% → 85.35% (-0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$77.1M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$26.8M |
| 3 |
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$25M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18.6M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$10.6M |
| 2 |
Good Life Advisors
Reading,
Pennsylvania
|
-$3.6M |
| 3 |
Reston Wealth Management
Reston,
Virginia
|
-$3.37M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.91M |
| 5 |
TPG Financial Advisors
Portland,
Oregon
|
-$2.54M |
SPMD Hedge Fund Activity: Q3 2023 in Review
484 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2023, worth a combined $5.79B — up 0.74% from $5.75B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SPMD positions and 29 closed out — a net gain of 25 holders — while 205 added to existing stakes and 165 trimmed.
The largest buyer was Creative Planning, adding an estimated $77.1M. The largest seller was Cornerstone Wealth Management, cutting an estimated $10.6M.
- 484 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2023, up from 462 in Q2 2023.
- Funds reported $5.79B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2023, up 0.74% quarter-over-quarter.
- 54 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2023 and 29 closed out, a net change of +25 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2023 was Creative Planning, an estimated $77.1M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2023 was Cornerstone Wealth Management, an estimated $10.6M sold.
Based on aggregated 13F filings for Q3 2023.