State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
590 hedge funds and large institutions have $8.68B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 260 increasing their positions, 190 reducing their positions, and 30 closing their positions.
100% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 30
37% more repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 190
12% more funds holding in top 10
Funds holding in top 10: 43 → 48 (+5)
4% more funds holding
Funds holding: 567 → 590 (+23)
1% more capital invested
Capital invested by funds: $8.58B → $8.68B (+$104M)
0.98% more ownership
Funds ownership: 85.87% → 86.85% (+0.98%)
67% less call options, than puts
Call options by funds: $5K | Put options by funds: $15K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$185M |
| 2 |
Betterment LLC
New York
|
+$89.6M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$76M |
| 4 |
LPL Financial
San Diego,
California
|
+$55.5M |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$40.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$55.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$54.9M |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$14.5M |
| 4 |
TPSF
Texas Permanent School Fund
Austin,
Texas
|
-$13.4M |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$10.7M |
SPMD Hedge Fund Activity: Q2 2024 in Review
590 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q2 2024, worth a combined $8.68B — up 1.2% from $8.58B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SPMD positions and 30 closed out — a net gain of 30 holders — while 260 added to existing stakes and 190 trimmed.
The largest buyer was Creative Planning, adding an estimated $185M. The largest seller was Morgan Stanley, cutting an estimated $55.5M.
- 590 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q2 2024, up from 567 in Q1 2024.
- Funds reported $8.68B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
- 60 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q2 2024 and 30 closed out, a net change of +30 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q2 2024 was Creative Planning, an estimated $185M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q2 2024 was Morgan Stanley, an estimated $55.5M sold.
Based on aggregated 13F filings for Q2 2024.