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State Street SPDR Portfolio S&P 400 Mid Cap ETF

435 hedge funds and large institutions have $5.04B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 189 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

36% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 139

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

2% more funds holding

Funds holding: 428435 (+7)

0.29% less ownership

Funds ownership: 85.25%84.96% (-0.29%)

21% less capital invested

Capital invested by funds: $6.42B → $5.04B (-$1.38B)

Holders
435
Holders Change
+7
Holders Change %
+1.64%
% of All Funds
6.93%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.54%
New
55
Increased
189
Reduced
139
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OGF
226
Orin Green Financial
California
$700K -$105K -2,355 -13%
LA
227
Lifeworks Advisors
Michigan
$689K +$702K +15,686 New
QWM
228
QP Wealth Management
New Jersey
$674K +$271K +6,065 +65%
APP
229
Avantax Planning Partners
Iowa
$656K -$448 -10 -0.1%
FFW
230
Fusion Family Wealth
New York
$654K
LWM
231
Laidlaw Wealth Management
New York
$649K +$112K +2,500 +20%
GL
232
Graypoint LLC
New York
$643K -$9.49K -212 -1%
TFCP
233
Twin Focus Capital Partners
Massachusetts
$633K
CAG
234
Csenge Advisory Group
Florida
$624K +$13.5K +301 +2%
TA
235
TKG Advisors
Indiana
$621K +$43.3K +968 +7%
BFA
236
Bill Few Associates
Pennsylvania
$617K +$355K +7,931 +130%
MWM
237
Modera Wealth Management
New Jersey
$616K -$42.3K -944 -6%
PWM
238
Penobscot Wealth Management
Maine
$615K -$27K -603 -4%
SAS
239
SMI Advisory Services
Indiana
$596K -$3.76K -84 -0.6%
WA
240
Waddell & Associates
Tennessee
$591K +$128K +2,855 +27%
CWM
241
Congress Wealth Management
Massachusetts
$585K -$27.8K -620 -4%
HGERS
242
Householder Group Estate & Retirement Specialist
Arizona
$579K +$590K +13,171 New
FIM
243
Fernwood Investment Management
Massachusetts
$579K
EFS
244
Econ Financial Services
Pennsylvania
$578K -$584K -13,042 -50%
RSA
245
River Street Advisors
Illinois
$574K +$9.31K +208 +2%
SCP
246
Stevens Capital Partners
Nebraska
$566K +$3.63K +81 +0.6%
SMC
247
Smith, Moore & Co
Missouri
$565K +$15.8K +352 +3%
BCM
248
Brookstone Capital Management
Illinois
$563K -$113K -2,517 -16%
SMA
249
Sage Mountain Advisors
Georgia
$555K
T
250
TRUADVICE
Florida
$551K +$41K +915 +8%

SPMD Hedge Fund Activity: Q1 2023 in Review

435 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2023, worth a combined $5.04B — down 21% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SPMD positions and 38 closed out — a net gain of 17 holders — while 189 added to existing stakes and 139 trimmed.

The largest buyer was Creative Planning, adding an estimated $83.6M. The largest seller was Tiedemann Advisors, cutting an estimated $35.5M.

  • 435 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2023, up from 428 in Q4 2022.
  • Funds reported $5.04B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2023, down 21% quarter-over-quarter.
  • 55 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2023 and 38 closed out, a net change of +17 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2023 was Creative Planning, an estimated $83.6M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2023 was Tiedemann Advisors, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2023.