We are live on ! Find out more
SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF

386 hedge funds and large institutions have $4.76B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 162 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 23

88% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 86

25% more capital invested

Capital invested by funds: $3.81B → $4.76B (+$948M)

23% more funds holding in top 10

Funds holding in top 10: 2632 (+6)

19% more funds holding

Funds holding: 325386 (+61)

2.31% more ownership

Funds ownership: 82.78%85.09% (+2.3%)

Holders
386
Holders Change
+61
Holders Change %
+18.77%
% of All Funds
5.94%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.49%
New
91
Increased
162
Reduced
86
Closed
23
Calls
$102K
Puts
Net Calls
+$102K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
NPI
51
New Perspectives Inc
Mississippi
$8.23M +$597K +12,225 +8%
HIM
52
Hanlon Investment Management
New Jersey
$8.2M +$2.4M +49,178 +43%
TFA
53
TPG Financial Advisors
Oregon
$8.16M +$848K +17,365 +12%
PWG
54
Private Wealth Group
Florida
$8.11M +$29.6K +605 +0.4%
BHB
55
Bank Hapoalim BM
Israel
$8.11M
AA
56
Advisory Alpha
Michigan
$8.1M +$3.69M +75,494 +86%
V
57
Veritable
Delaware
$7.99M +$610K +12,478 +8%
VCM
58
Vivaldi Capital Management
Illinois
$7.79M -$53.1K -1,087 -0.7%
MHWM
59
Montz Harcus Wealth Management
Louisiana
$7.54M +$7.41M +151,589 New
CFA
60
Carroll Financial Associates
North Carolina
$7.37M +$1.21M +24,717 +20%
WA
61
WBH Advisory
Maryland
$7.2M +$609K +12,470 +9%
CAN
62
Cetera Advisor Networks
California
$7.18M +$936K +19,154 +15%
DJSG
63
D.J. St. Germain
Massachusetts
$7.16M +$2.85M +58,257 +68%
FZCM
64
Flynn Zito Capital Management
New York
$6.98M +$6.85M +140,262 New
MWM
65
Merriman Wealth Management
Washington
$6.71M +$6.59M +134,968 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$6.67M -$1.74M -35,591 -21%
CAL
67
Capital Analysts LLC
Pennsylvania
$6.63M +$27K +552 +0.4%
MFT
68
Moisand Fitzgerald Tamayo
Florida
$6.6M -$57.5K -1,177 -0.9%
MIAN
69
Mariner Independent Advisor Network
Kansas
$6.54M +$201K +4,106 +3%
EH
70
Equitable Holdings
New York
$6.48M +$1.2M +24,476 +23%
CI
71
CX Institutional
Indiana
$6.37M +$6.23M +127,514 +20,240%
CIAS
72
Capital Investment Advisory Services
North Carolina
$6.27M +$445K +9,105 +8%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$6.15M -$3.9M -79,788 -39%
RPSA
74
Richard P. Slaughter Associates
Texas
$6.04M +$1.16M +23,792 +24%
Goldman Sachs
75
Goldman Sachs
New York
$5.59M +$2.04M +41,782 +59%

SPMD Hedge Fund Activity: Q4 2021 in Review

386 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2021, worth a combined $4.76B — up 25% from $3.81B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPMD positions and 23 closed out — a net gain of 68 holders — while 162 added to existing stakes and 86 trimmed.

The largest buyer was Creative Planning, adding an estimated $185M. The largest seller was Tiedemann Advisors, cutting an estimated $13.7M.

  • 386 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2021, up from 325 in Q3 2021.
  • Funds reported $4.76B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 91 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2021 and 23 closed out, a net change of +68 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2021 was Creative Planning, an estimated $185M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2021 was Tiedemann Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2021.