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
CF
451
Centaurus Financial
California
-$267K -6,275 Closed
HWA
452
Heartwood Wealth Advisors
Virginia
-$258K -6,071 Closed
CI
453
CX Institutional
Indiana
-$248K -5,824 Closed
OWA
454
Octavia Wealth Advisors
Ohio
-$241K -5,668 Closed
PCIA
455
Prime Capital Investment Advisors
Kansas
-$239K -5,621 Closed
CCWM
456
Cassaday & Co Wealth Management
Virginia
-$204K -4,797 Closed
AIP
457
Ameritas Investment Partners
Nebraska
-$194K -4,561 Closed
Qube Research & Technologies (QRT)
458
Qube Research & Technologies (QRT)
United Kingdom
-$165K -3,884 Closed
RIA
459
Realta Investment Advisors
Delaware
-$55.5K -1,306 Closed
AF
460
Affiance Financial
Minnesota
-$37.8K -889 Closed
TFA
461
Transamerica Financial Advisors
Florida
-$37K -853 Closed
BHWM
462
Bay Harbor Wealth Management
Maryland
-$21K -485 Closed
TF
463
TimeScale Financial
Massachusetts
-$13.7K -355 Closed
FWA
464
Freedom Wealth Alliance
Wisconsin
-$14.5K -341 Closed
PIMG
465
Patriot Investment Management Group
Tennessee
-$15.3K -333 Closed
BWM
466
Baystate Wealth Management
Massachusetts
-$13K -315 Closed
CA
467
Corrado Advisors
New Jersey
-$13.4K -315 Closed
AWM
468
Accurate Wealth Management
Florida
-$11.3K -257 Closed
ZIG
469
Zullo Investment Group
Pennsylvania
-$4.08K -96 Closed
BEI
470
Benjamin Edwards Inc
Missouri
-$3K -64 Closed
EE
471
EWG Elevate
California
-$2.72K -64 Closed
GEA
472
Glen Eagle Advisors
New Jersey
-$1.11K -26 Closed
MPCL
473
My Personal CFO LLC
Washington
-$174K -4 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.