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State Street SPDR Portfolio S&P 400 Mid Cap ETF

428 hedge funds and large institutions have $6.42B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 21

64% more capital invested

Capital invested by funds: $3.91B → $6.42B (+$2.51B)

33% more funds holding in top 10

Funds holding in top 10: 2432 (+8)

12% more funds holding

Funds holding: 381428 (+47)

1.27% more ownership

Funds ownership: 83.99%85.25% (+1.3%)

10% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 144

Holders
428
Holders Change
+47
Holders Change %
+12.34%
% of All Funds
6.88%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.51%
New
77
Increased
158
Reduced
144
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
426
Macroview Investment Management
Maryland
$526
Citigroup
427
Citigroup
New York
$340 -$2.84K -67 -89%
WIM
428
Westside Investment Management
California
$35
FCI
429
Financial Counselors Inc
Kansas
-$945K -24,500 Closed
WP
430
WealthSource Partners
California
-$935K -24,242 Closed
TDWM
431
Topel & Distasi Wealth Management
California
-$932K -21,232 Closed
HGERS
432
Householder Group Estate & Retirement Specialist
Arizona
-$539K -13,992 Closed
SW
433
Simplicity Wealth
New Jersey
-$414K -10,739 Closed
TSS
434
Two Sigma Securities
New York
-$375K -9,715 Closed
SWAG
435
Spectrum Wealth Advisory Group
California
-$225K -5,830 Closed
DWM
436
Denver Wealth Management
Colorado
-$204K -5,286 Closed
CAAS
437
Capital Asset Advisory Services
Michigan
-$109K -2,839 Closed
BSSFA
438
Baron Silver Stevens Financial Advisors
Florida
-$1.32K -2,193 Closed
OFG
439
Oxford Financial Group
Indiana
-$83K -2,143 Closed
PFA
440
Professional Financial Advisors
Nebraska
-$80K -2,072 Closed
ACM
441
Absolute Capital Management
Pennsylvania
-$51.1K -1,321 Closed
ACK
442
Andrew C. Karlinski
-$23K -588 Closed
SIS
443
Sound Income Strategies
Florida
-$16K -418 Closed
TAM
444
Tucker Asset Management
Colorado
-$11.8K -277 Closed
EC
445
EdgeRock Capital
Colorado
-$11K -275 Closed
NC
446
NewSquare Capital
Pennsylvania
-$10K -258 Closed
CFFP
447
Center for Financial Planning
Michigan
-$4K -92 Closed
EIP
448
Ellis Investment Partners
Pennsylvania
-$2K -58 Closed
PA
449
Parallel Advisors
California
-$1K -15 Closed

SPMD Hedge Fund Activity: Q4 2022 in Review

428 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2022, worth a combined $6.42B — up 64% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SPMD positions and 21 closed out — a net gain of 56 holders — while 158 added to existing stakes and 144 trimmed.

The largest buyer was Creative Planning, adding an estimated $142M. The largest seller was Valmark Advisers, cutting an estimated $90.9M.

  • 428 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2022, up from 381 in Q3 2022.
  • Funds reported $6.42B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2022, up 64% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2022 and 21 closed out, a net change of +56 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2022 was Creative Planning, an estimated $142M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2022 was Valmark Advisers, an estimated $90.9M sold.

Based on aggregated 13F filings for Q4 2022.