State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
624 hedge funds and large institutions have $9.8B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 296 increasing their positions, 187 reducing their positions, and 25 closing their positions.
339% more capital inflows, than outflows
Capital inflows: $687M | Capital outflows: $157M
144% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 25
58% more repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 187
6% more funds holding in top 10
Funds holding in top 10: 49 → 52 (+3)
5% more funds holding
Funds holding: 592 → 624 (+32)
0.68% more ownership
Funds ownership: 86.93% → 87.61% (+0.68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$183M |
| 2 |
Betterment LLC
New York
|
+$54.3M |
| 3 |
Texas Permanent School Fund
Austin,
Texas
|
+$52.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$39.9M |
| 5 |
First Command Advisory Services
Fort Worth,
Texas
|
+$38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OneAscent Financial Services
Birmingham,
Alabama
|
-$23.5M |
| 2 |
Savant Capital
Rockford,
Illinois
|
-$16M |
| 3 |
AlTi Global
New York
|
-$11.6M |
| 4 |
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$8.85M |
| 5 |
Wealthquest
Cincinnati,
Ohio
|
-$8.6M |
SPMD Hedge Fund Activity: Q3 2024 in Review
624 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2024, worth a combined $9.8B — up 13% from $8.69B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new SPMD positions and 25 closed out — a net gain of 36 holders — while 296 added to existing stakes and 187 trimmed.
The largest buyer was Creative Planning, adding an estimated $183M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $23.5M sold.
- 624 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2024, up from 592 in Q2 2024.
- Funds reported $9.8B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 61 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2024 and 25 closed out, a net change of +36 holders.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2024 was Creative Planning, an estimated $183M added.
- The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $23.5M sold.
Based on aggregated 13F filings for Q3 2024.