State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
551 hedge funds and large institutions have $3.92B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 224 increasing their positions, 158 reducing their positions, and 28 closing their positions.
473% more capital inflows, than outflows
Capital inflows: $862M | Capital outflows: $151M
282% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 28
42% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 158
18% more funds holding in top 10
Funds holding in top 10: 39 → 46 (+7)
14% more funds holding
Funds holding: 484 → 551 (+67)
1.15% more ownership
Funds ownership: 85.35% → 86.5% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$105M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$77.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$32.7M |
| 4 |
OneAscent Financial Services
Birmingham,
Alabama
|
+$29.4M |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$29.6M |
| 2 |
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$23.8M |
| 3 |
Foundations Investment Advisors
Phoenix,
Arizona
|
-$10.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.97M |
| 5 |
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$5.79M |
SPMD Hedge Fund Activity: Q4 2023 in Review
551 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2023, worth a combined $3.92B — down 32% from $5.79B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new SPMD positions and 28 closed out — a net gain of 79 holders — while 224 added to existing stakes and 158 trimmed.
The largest buyer was Creative Planning, adding an estimated $105M. The largest seller was Gateway Wealth Partners, cutting an estimated $29.6M.
- 551 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2023, up from 484 in Q3 2023.
- Funds reported $3.92B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2023, down 32% quarter-over-quarter.
- 107 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2023 and 28 closed out, a net change of +79 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2023 was Creative Planning, an estimated $105M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2023 was Gateway Wealth Partners, an estimated $29.6M sold.
Based on aggregated 13F filings for Q4 2023.