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State Street SPDR Portfolio S&P 400 Mid Cap ETF

386 hedge funds and large institutions have $4.76B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 162 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 23

88% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 86

25% more capital invested

Capital invested by funds: $3.81B → $4.76B (+$948M)

23% more funds holding in top 10

Funds holding in top 10: 2632 (+6)

19% more funds holding

Funds holding: 325386 (+61)

2.31% more ownership

Funds ownership: 82.78%85.09% (+2.3%)

Holders
386
Holders Change
+61
Holders Change %
+18.77%
% of All Funds
5.94%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.49%
New
91
Increased
162
Reduced
86
Closed
23
Calls
$102K
Puts
Net Calls
+$102K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
226
Gerber Kawasaki Wealth & Investment Management
California
$458K +$67.7K +1,385 +18%
KPWS
227
Kestra Private Wealth Services
Texas
$450K +$18.7K +383 +4%
DI
228
Diligent Investors
California
$446K +$18.2K +372 +4%
ISWM
229
Independent Solutions Wealth Management
New York
$441K -$13.4K -274 -3%
VC
230
Vicus Capital
Pennsylvania
$441K +$78.8K +1,614 +21%
HSA
231
HBK Sorce Advisory
Pennsylvania
$434K +$7.23K +148 +2%
SWAG
232
Spectrum Wealth Advisory Group
California
$434K +$143K +2,929 +51%
DWM
233
Denver Wealth Management
Colorado
$434K +$426K +8,728 New
CIA
234
Compass Ion Advisors
Pennsylvania
$432K +$928 +19 +0.2%
JMPWA
235
JP Morgan Private Wealth Advisors
California
$430K +$8.74K +179 +2%
SAM
236
Strategic Asset Management
Minnesota
$422K +$84.4K +1,728 +26%
CCFM
237
Clear Creek Financial Management
Washington
$403K -$7.62K -156 -2%
CAG
238
Csenge Advisory Group
Florida
$401K -$28.6K -586 -7%
SEA
239
Stegent Equity Advisors
Texas
$400K +$393K +8,051 New
Millennium Management
240
Millennium Management
New York
$399K -$367K -7,506 -48%
WPC
241
White Pine Capital
Minnesota
$398K
HVIA
242
Hudson Valley Investment Advisors
New York
$396K +$928 +19 +0.2%
BG
243
Benedetti & Gucer
Georgia
$395K
OPA
244
Old Port Advisors
Maine
$394K -$9.77K -200 -2%
PCA
245
Personal Capital Advisors
California
$394K +$24.7K +505 +7%
APA
246
American Portfolios Advisors
New York
$393K +$22.4K +458 +6%
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$389K +$382K +7,823 New
TA
248
TKG Advisors
Indiana
$389K +$382K +7,823 New
CFAM
249
Center For Asset Management
Florida
$389K +$382K +7,825 New
5L
250
55I LLC
Massachusetts
$377K -$9.67K -198 -3%

SPMD Hedge Fund Activity: Q4 2021 in Review

386 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2021, worth a combined $4.76B — up 25% from $3.81B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPMD positions and 23 closed out — a net gain of 68 holders — while 162 added to existing stakes and 86 trimmed.

The largest buyer was Creative Planning, adding an estimated $185M. The largest seller was Tiedemann Advisors, cutting an estimated $13.7M.

  • 386 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2021, up from 325 in Q3 2021.
  • Funds reported $4.76B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 91 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2021 and 23 closed out, a net change of +68 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2021 was Creative Planning, an estimated $185M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2021 was Tiedemann Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2021.