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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
NFP
251
Narus Financial Partners
Utah
$541K -$36K -804 -6%
ISWM
252
Independent Solutions Wealth Management
New York
$538K -$35.5K -792 -6%
NA
253
Nottingham Advisors
New York
$535K +$84.3K +1,883 +18%
AWS
254
Atria Wealth Solutions
New York
$530K +$306K +6,826 +130%
EFL
255
ERn Financial LLC
Wisconsin
$530K +$9.13K +204 +2%
VC
256
Vicus Capital
Pennsylvania
$513K +$49.2K +1,099 +10%
DA
257
Detalus Advisors
Missouri
$512K -$423K -9,442 -45%
IAG
258
Investmark Advisory Group
Connecticut
$508K
FWP
259
Falcon Wealth Planning
California
$505K -$4.25K -95 -0.8%
CB
260
Commerce Bank
Missouri
$502K -$18.4K -410 -3%
AWM
261
Axxcess Wealth Management
California
$488K +$65.1K +1,455 +15%
PTC
262
Private Trust Company
Ohio
$488K +$155K +3,466 +45%
HVIA
263
Hudson Valley Investment Advisors
New York
$486K +$37.8K +844 +8%
PP
264
Pegasus Partners
Wisconsin
$486K -$36.7K -820 -7%
CCM
265
Coldstream Capital Management
Washington
$479K
CSPIA
266
Cary Street Partners Investment Advisory
Virginia
$477K +$2.6K +58 +0.5%
APW
267
Austin Private Wealth
Texas
$469K +$155K +3,462 +48%
RPCONE
268
Retirement Planning Company of New England
Rhode Island
$468K +$38.3K +855 +9%
Cetera Investment Advisers
269
Cetera Investment Advisers
Illinois
$466K -$357K -7,985 -43%
OWA
270
Outlook Wealth Advisors
Texas
$464K +$473K +10,560 New
FPW
271
Flagship Private Wealth
Massachusetts
$457K -$50K -1,118 -10%
TSS
272
Two Sigma Securities
New York
$449K +$458K +10,224 New
USCWA
273
U.S. Capital Wealth Advisors
Texas
$443K +$41.5K +927 +10%
AMM
274
American Money Management
California
$433K +$35.8K +800 +9%
WFAG
275
Worth Financial Advisory Group
North Carolina
$432K +$985 +22 +0.2%

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.