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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
SPIA
376
Steward Partners Investment Advisory
New York
$65.9K -$88.5K -1,977 -57%
CWC
377
Carolinas Wealth Consulting
North Carolina
$65.4K -$1.75K -39 -3%
WP
378
WealthShield Partners
North Carolina
$64.2K +$65.4K +1,462 New
CP
379
Castleview Partners
Texas
$63.8K +$45 +1 +0.1%
AF
380
Advisornet Financial
Minnesota
$62.7K +$44.9K +1,003 +236%
AIA
381
Armor Investment Advisors
North Carolina
$54.5K +$55.5K +1,240 New
WT
382
Whittier Trust
California
$44.6K
CWA
383
Carolina Wealth Advisors
South Carolina
$38.2K
RAM
384
Riggs Asset Management
Pennsylvania
$38.1K +$38.8K +867 New
WIM
385
Westside Investment Management
California
$36.3K
FWP
386
FAS Wealth Partners
Kansas
$34K
HS
387
Horan Securities
United States
$28.9K +$19.2K +428 +186%
WAS
388
Winch Advisory Services
Wisconsin
$27K +$134 +3 +0.5%
Simplex Trading
389
Simplex Trading
Illinois
$27K +$27.6K +616 New
SWM
390
Spire Wealth Management
Virginia
$24.8K +$13.9K +311 +123%
CTC
391
Central Trust Company
Missouri
$24.3K +$24.8K +554 New
OSAM
392
O'Shaughnessy Asset Management
Connecticut
$23.4K
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$23.4K
MHR
394
Matthew Hamilton Rosenberg
$22.6K
BWM
395
BerganKDV Wealth Management
Minnesota
$21.2K
ACA
396
Aptus Capital Advisors
Alabama
$21K -$1.91M -42,673 -99%
CIA
397
Cape Investment Advisory
Georgia
$20.9K +$21.3K +476 New
PA
398
Parallel Advisors
California
$20.7K +$21.1K +472 New
PNC Financial Services Group
399
PNC Financial Services Group
Pennsylvania
$20.7K
BC
400
Bartlett & Co
Ohio
$19K

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.