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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
ES
326
ETF Store
Kansas
$256K +$23.7K +530 +10%
HIIFS
327
Harel Insurance Investments & Financial Services
Israel
$254K
EA
328
Eclectic Associates
California
$250K -$34.1K -762 -12%
OSNBOA
329
Old Second National Bank of Aurora
Illinois
$247K +$5.64K +126 +2%
SPC
330
Sigma Planning Corp
Michigan
$246K +$251K +5,606 New
IAA
331
Independent Advisor Alliance
North Carolina
$244K +$45 +1 +0%
LFA
332
Laraway Financial Advisors
Minnesota
$242K +$2.33K +52 +1%
US Bancorp
333
US Bancorp
Minnesota
$241K +$6.31K +141 +3%
TP
334
Tranquility Partners
Tennessee
$241K -$12.5K -279 -5%
JIC
335
Johnson Investment Counsel
Ohio
$241K +$45 +1 +0%
BAM
336
Belpointe Asset Management
Nevada
$240K -$6.04K -135 -2%
Fidelity Investments
337
Fidelity Investments
Massachusetts
$238K +$29.2K +652 +14%
RWPA
338
Richard W. Paul & Associates
Michigan
$237K +$1.12K +25 +0.5%
ICG
339
InterOcean Capital Group
Tennessee
$237K +$45 +1 +0%
ASN
340
Advisory Services Network
Georgia
$233K -$102K -2,268 -30%
GFPC
341
Global Financial Private Client
Florida
$232K +$12.9K +288 +6%
API
342
Advisor Partners II
California
$230K -$2.55K -57 -1%
Stifel Financial
343
Stifel Financial
Missouri
$226K +$230K +5,135 New
CAL
344
Capital Advisors Ltd
Ohio
$224K
TA
345
TFG Advisers
Michigan
$223K +$6.62K +148 +3%
HSA
346
HBK Sorce Advisory
Pennsylvania
$222K -$226K -5,048 -50%
HFS
347
Horizon Financial Services
North Carolina
$222K -$82.5K -1,844 -27%
Franklin Resources
348
Franklin Resources
California
$221K +$225K +5,021 New
CPRC
349
Consolidated Portfolio Review Corp
New York
$221K +$225K +5,020 New
MWM
350
Mattern Wealth Management
Kansas
$216K

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.