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
APWA
26
Atlas Private Wealth Advisors
New Jersey
$21.8M +$2.89M +64,562 +15%
FIBT
27
First International Bank & Trust
North Dakota
$18.9M +$19.3M +431,119 New
GRP
28
Global Retirement Partners
California
$17.9M +$10.9M +244,370 +141%
RWM
29
Reston Wealth Management
Virginia
$17.9M +$1.05M +23,454 +6%
Ameriprise
30
Ameriprise
Minnesota
$16.6M -$6.38M -142,478 -27%
GVAG
31
Great Valley Advisor Group
Delaware
$15.9M +$608K +13,577 +4%
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$15.8M +$246K +5,498 +2%
UBS Group
33
UBS Group
Switzerland
$15M -$348K -7,785 -2%
FSG
34
Financial Strategies Group
Michigan
$14.6M +$134K +2,992 +0.9%
CA
35
CGN Advisors
Kansas
$14M +$1.15M +25,761 +9%
IWM
36
IHT Wealth Management
Illinois
$13.9M +$8.91M +199,053 +169%
MML Investors Services
37
MML Investors Services
Massachusetts
$13.4M -$771K -17,236 -5%
TF
38
TLWM Financial
Texas
$12.3M +$12.5M +279,497 New
Bank of America
39
Bank of America
North Carolina
$12.2M +$3.13M +69,861 +34%
CWM
40
Cahaba Wealth Management
Georgia
$11.8M +$860K +19,204 +8%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$11.6M +$1.83M +40,854 +18%
EH
42
Equitable Holdings
New York
$11.5M -$56.4K -1,259 -0.5%
FIA
43
Foundations Investment Advisors
Arizona
$11.3M +$11.5M +256,103 New
RIS
44
Retirement Income Solutions
Michigan
$10.4M +$393K +8,772 +4%
CIAS
45
Capital Investment Advisory Services
North Carolina
$10.2M -$288K -6,434 -3%
GWM
46
Geneos Wealth Management
Colorado
$10.1M +$4.68M +104,563 +83%
WANY
47
Wealthspire Advisors (New York)
New York
$10M +$7.34K +164 +0.1%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$9.82M +$3.07M +68,540 +44%
Mariner
49
Mariner
Kansas
$9.56M +$1.11M +24,700 +13%
WCM
50
Windsor Capital Management
Arizona
$9.53M -$206K -4,603 -2%

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.