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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
CNC
51
Citizens & Northern Corp
Pennsylvania
$9.42M +$225K +5,022 +2%
MGIA
52
Moneta Group Investment Advisors
Missouri
$9.3M +$547K +12,221 +6%
BPA
53
Beacon Pointe Advisors
California
$8.87M -$145K -3,244 -2%
SFG
54
StrategIQ Financial Group
Indiana
$8.63M +$344K +7,689 +4%
ACM
55
Anfield Capital Management
California
$8.57M +$8.73M +194,945 New
W
56
Wealthquest
Ohio
$8.43M +$1.05M +23,461 +14%
TC
57
TownSquare Capital
Utah
$8.34M -$256K -5,721 -3%
MHS
58
M Holdings Securities
Oregon
$8.21M -$633K -14,139 -7%
TFA
59
TPG Financial Advisors
Oregon
$7.95M +$257K +5,732 +3%
EWM
60
Executive Wealth Management
Michigan
$7.94M +$1.29M +28,719 +19%
ACM
61
Advance Capital Management
Michigan
$7.93M -$91.7K -2,048 -1%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$7.9M +$2.94M +65,607 +57%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$7.9M -$3.68M -82,214 -31%
AA
64
Advisory Alpha
Michigan
$7.7M -$2.83M -63,294 -27%
AF
65
Allworth Financial
California
$7.6M +$242K +5,414 +3%
MHWM
66
Montz Harcus Wealth Management
Louisiana
$7.57M +$82K +1,833 +1%
PA
67
PSI Advisors
Florida
$7.52M +$754K +16,855 +11%
OIA
68
OneDigital Investment Advisors
Kansas
$7.47M -$375K -8,384 -5%
HPC
69
HM Payson & Co
Maine
$7.29M +$7.43M +165,913 New
WA
70
WBH Advisory
Maryland
$7.18M +$7.31M +163,340 New
TC
71
Trilogy Capital
California
$6.97M -$2.51M -55,992 -26%
WWM
72
Western Wealth Management
Colorado
$6.75M +$48.8K +1,091 +0.7%
William Blair & Company
73
William Blair & Company
Illinois
$6.75M +$4.45M +99,457 +184%
V
74
Veritable
Delaware
$6.69M -$74.5K -1,665 -1%
WI
75
WrapManager Inc
California
$6.61M -$29.1K -651 -0.4%

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.