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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
SFG
276
Sovereign Financial Group
Connecticut
$431K -$2.77K -62 -0.6%
BG
277
Benedetti & Gucer
Georgia
$422K -$14.5K -324 -3%
SIC
278
Sterling Investment Counsel
New York
$421K +$14.6K +327 +4%
AWM
279
Avior Wealth Management
Nebraska
$421K -$6.09K -136 -1%
CIAS
280
CFS Investment Advisory Services
New Jersey
$421K -$181K -4,049 -30%
AWA
281
Arkadios Wealth Advisors
Georgia
$419K
CGFA
282
Colton Groome Financial Advisors
North Carolina
$409K +$42.5K +949 +11%
DI
283
DFPG Investments
Utah
$406K +$413K +9,233 New
RCA
284
Ranch Capital Advisors
Florida
$402K +$68.5K +1,530 +20%
DI
285
Diligent Investors
California
$390K
CIA
286
Compass Ion Advisors
Pennsylvania
$389K +$1.52K +34 +0.4%
IFG
287
Independent Financial Group
California
$387K +$394K +8,810 New
OCM
288
Orion Capital Management
California
$383K
EIA
289
Eldridge Investment Advisors
New Hampshire
$380K +$130K +2,900 +51%
VBFP
290
Valtinson Bruner Financial Planning
Minnesota
$377K -$18.2K -406 -5%
JMPWA
291
JP Morgan Private Wealth Advisors
California
$376K -$48.3K -1,078 -11%
BFM
292
Boston Financial Management
Massachusetts
$373K
Chevy Chase Trust
293
Chevy Chase Trust
Maryland
$371K
WOSD
294
WFA of San Diego
California
$371K -$72K -1,609 -16%
CA
295
Continuum Advisory
Idaho
$371K -$36.1K -806 -9%
CCM
296
Crew Capital Management
Ohio
$363K -$6.54K -146 -2%
WPC
297
White Pine Capital
Minnesota
$352K
GA
298
Goldstein Advisors
Wisconsin
$349K +$22.2K +496 +7%
KFS
299
Kelly Financial Services
Massachusetts
$347K +$73.7K +1,647 +26%
PAG
300
Paladin Advisory Group
Iowa
$347K +$354K +7,902 New

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.