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
AAP
426
Arax Advisory Partners
Colorado
$3.91K
CFGS
427
Concourse Financial Group Securities
Alabama
$2.15K
C
428
Covestor
United Kingdom
$2K +$45 +1 +3%
HWA
429
HHM Wealth Advisors
Tennessee
$1.32K +$1.34K +30 New
CSC
430
Caldwell Sutter Capital
California
$1.05K +$1.07K +24 New
EWM
431
Endurance Wealth Management
Rhode Island
$1K
FCA
432
FinTrust Capital Advisors
South Carolina
$680
MIM
433
Macroview Investment Management
Maryland
$545
Citigroup
434
Citigroup
New York
$527 +$179 +4 +50%
TAM
435
Tucker Asset Management
Colorado
$264 +$269 +6 New
AA
436
ACT Advisors
North Carolina
-$22M -516,875 Closed
MWM
437
Merriman Wealth Management
Washington
-$5.41M -127,248 Closed
FPAS
438
Focus Partners Advisor Solutions
Missouri
-$2.45M -57,626 Closed
Bank of New York Mellon
439
Bank of New York Mellon
New York
-$1.54M -36,148 Closed
PPP
440
Private Portfolio Partners
New Jersey
-$1.16M -27,200 Closed
Citadel Advisors
441
Citadel Advisors
Florida
-$1.11M -26,187 Closed
KF
442
Krilogy Financial
Missouri
-$1.04M -24,520 Closed
WIM
443
WealthPlan Investment Management
Nebraska
-$1.02M -21,717 Closed
Renaissance Technologies
444
Renaissance Technologies
New York
-$846K -19,900 Closed
FFG
445
Ford Financial Group
California
-$832K -19,571 Closed
CWMGP
446
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$720K -16,940 Closed
EFH
447
Eaton Financial Holdings
Florida
-$683K -16,065 Closed
OMC
448
Old Mission Capital
Illinois
-$609K -14,334 Closed
RJT
449
Raymond James Trust
Florida
-$353K -8,299 Closed
MPW
450
MGO Private Wealth
California
-$307K -7,231 Closed

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.