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State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

325 hedge funds and large institutions have $3.81B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 159 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 99

4% more funds holding in top 10

Funds holding in top 10: 25 → 26 (+1)

3% less capital invested

Capital invested by funds: $3.95B → $3.81B (-$134M)

1.06% less ownership

Funds ownership: 83.84% → 82.78% (-1.1%)

4% less funds holding

Funds holding: 338 → 325 (-13)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.69%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.46%
New
23
Increased
159
Reduced
99
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$161M
2
ACM
AlphaStar Capital Management
North Carolina
+$15.1M
3
WANY
Wealthspire Advisors (New York)
New York
+$11.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.57M
5
BHB
Bank Hapoalim BM
Israel
+$6.51M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$83M
2
PI
PFS Investments
Georgia
-$49.2M
3
LPL Financial
LPL Financial
California
-$46.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$30.5M
5
TA
Tiedemann Advisors
New York
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$13.1M +$466K +9,877 +4%
FSG
27
Financial Strategies Group
Michigan
$12.6M +$877K +18,563 +7%
GVAG
28
Great Valley Advisor Group
Delaware
$12.1M +$1.17M +24,793 +10%
WCM
29
Windsor Capital Management
Arizona
$11.5M +$322K +6,826 +3%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$11.3M +$1.95M +41,273 +20%
AWA
31
ARQ Wealth Advisors
Arizona
$11.3M +$350K +7,419 +3%
WANY
32
Wealthspire Advisors (New York)
New York
$11M +$11.3M +239,087 New
LWA
33
Lenox Wealth Advisors
New York
$11M -$141K -2,983 -1%
OIA
34
OneDigital Investment Advisors
Kansas
$10.8M -$53.5K -1,133 -0.5%
MGIA
35
Moneta Group Investment Advisors
Missouri
$9.59M +$757K +16,036 +8%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$9.39M +$5.58M +118,146 +138%
BPA
37
Beacon Pointe Advisors
California
$8.85M +$153K +3,243 +2%
CWM
38
Cahaba Wealth Management
Georgia
$8.7M +$340K +7,199 +4%
SFG
39
StrategIQ Financial Group
Indiana
$8.57M -$136K -2,871 -2%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$8.52M +$6.57M +139,234 +307%
RIS
41
Retirement Income Solutions
Michigan
$8.52M +$276K +5,845 +3%
TC
42
TownSquare Capital
Utah
$8.49M +$504K +10,676 +6%
AC
43
Alexandria Capital
Virginia
$8.33M +$149K +3,159 +2%
HighTower Advisors
44
HighTower Advisors
Illinois
$7.94M +$63.2K +1,338 +0.8%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$7.83M +$1.63M +34,477 +25%
KW
46
KWB Wealth
California
$7.83M +$944K +19,987 +13%
DA
47
Detalus Advisors
Missouri
$7.75M +$615K +13,033 +8%
WI
48
WrapManager Inc
California
$7.67M +$279K +5,903 +4%
BHB
49
Bank Hapoalim BM
Israel
$7.52M +$6.51M +137,914 +550%
PWG
50
Private Wealth Group
Florida
$7.5M +$210K +4,455 +3%
1
2
3 4 5

SPMD Hedge Fund Activity: Q3 2021 in Review

325 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2021, worth a combined $3.81B — down 3.4% from $3.95B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SPMD and 23 opened new positions — a net loss of 6 holders — while 99 trimmed existing stakes and 159 added.

The largest buyer was Creative Planning, adding an estimated $161M. The largest seller was Horizon Investments, cutting an estimated $83M.

  • 325 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2021, down from 338 in Q2 2021.
  • Funds reported $3.81B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2021, down 3.4% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2021 and 29 closed out, a net change of -6 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2021 was Creative Planning, an estimated $161M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2021 was Horizon Investments, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2021.