We are live on ! Find out more
SPMD icon

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
KCPG
301
Kavar Capital Partners Group
Kansas
$344K -$5.01K -112 -1%
LFAS
302
Level Four Advisory Services
Texas
$342K +$627 +14 +0.2%
EW
303
Evoke Wealth
California
$339K
GWAG
304
Garrett Wealth Advisory Group
Texas
$329K +$6.49K +145 +2%
ACM
305
Altrius Capital Management
North Carolina
$303K -$77.2K -1,725 -20%
SIA
306
Strategic Investment Advisors
Michigan
$302K -$6.94K -155 -2%
SPA
307
Sentinel Pension Advisors
Massachusetts
$296K +$1.12K +25 +0.4%
WSTAM
308
Wilbanks Smith & Thomas Asset Management
Virginia
$295K -$747K -16,684 -71%
OPA
309
Old Port Advisors
Maine
$293K -$3.13K -70 -1%
IFPG
310
Intrepid Financial Planning Group
Indiana
$293K +$45 +1 +0%
SS
311
Simplicity Solutions
Minnesota
$291K -$39.8K -889 -12%
PA
312
PFG Advisors
Arizona
$288K -$6.67K -149 -2%
BW
313
Bison Wealth
Georgia
$286K +$3.22K +72 +1%
Empower Advisory Group
314
Empower Advisory Group
Colorado
$285K +$290K +6,478 New
IWN
315
Independent Wealth Network
Iowa
$280K +$15.4K +343 +6%
KAS
316
Kestra Advisory Services
Texas
$278K -$17.5K -392 -6%
MA
317
MONECO Advisors
Connecticut
$278K +$59.6K +1,331 +27%
HI
318
Harbour Investments
Wisconsin
$275K +$8.91K +199 +3%
BWM
319
BCS Wealth Management
Tennessee
$272K +$277K +6,199 New
BP
320
Ballentine Partners
Massachusetts
$267K
TFP
321
Tilia Fiduciary Partners
North Carolina
$266K +$14.1K +316 +6%
CAM
322
Cresset Asset Management
Illinois
$265K -$18.5K -414 -6%
LWMNY
323
Landmark Wealth Management (New York)
New York
$261K -$2.19K -49 -0.8%
SFP
324
Strategic Financial Planning
Texas
$260K -$2.64K -59 -1%
SBH
325
Segall Bryant & Hamill
Illinois
$259K -$6.27K -140 -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.