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State Street SPDR Portfolio S&P 400 Mid Cap ETF

428 hedge funds and large institutions have $6.42B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 21

64% more capital invested

Capital invested by funds: $3.91B → $6.42B (+$2.51B)

33% more funds holding in top 10

Funds holding in top 10: 2432 (+8)

12% more funds holding

Funds holding: 381428 (+47)

1.27% more ownership

Funds ownership: 83.99%85.25% (+1.3%)

10% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 144

Holders
428
Holders Change
+47
Holders Change %
+12.34%
% of All Funds
6.88%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.51%
New
77
Increased
158
Reduced
144
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
76
Capital Analysts LLC
Pennsylvania
$5.64M +$161K +3,794 +3%
MWM
77
Merriman Wealth Management
Washington
$5.41M +$5.4M +127,248 New
FAIM
78
Financial Advocates Investment Management
Washington
$5.36M +$292K +6,870 +6%
GWM
79
Geneos Wealth Management
Colorado
$5.32M +$574K +13,526 +12%
LFPWM
80
Leicht Financial Planning & Wealth Management
New Jersey
$5.09M +$855K +20,135 +20%
IWM
81
IHT Wealth Management
Illinois
$5.01M +$197K +4,645 +4%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$4.85M +$1.69M +39,855 +54%
GKWIM
83
Gerber Kawasaki Wealth & Investment Management
California
$4.75M +$861K +20,272 +22%
PAS
84
Park Avenue Securities
New York
$4.71M +$275K +6,474 +6%
CAN
85
Cetera Advisor Networks
California
$4.64M -$3.94M -92,875 -46%
PC
86
Pecaut & Co
Iowa
$4.52M +$447K +10,531 +11%
Corient Private Wealth
87
Corient Private Wealth
Florida
$4.45M +$3.23M +76,153 New
RCA
88
Resonant Capital Advisors
Wisconsin
$4.44M +$259K +6,098 +6%
WSWA
89
Warren Street Wealth Advisors
California
$4.34M +$255K +5,998 +6%
CG
90
Colony Group
Massachusetts
$4.15M -$41.3K -974 -1%
LWMG
91
Levy Wealth Management Group
Pennsylvania
$4.14M +$484K +11,406 +13%
GWM
92
GSB Wealth Management
Connecticut
$4.11M -$199K -4,687 -5%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$4.11M +$135K +3,180 +3%
JP Morgan Chase
94
JP Morgan Chase
New York
$4.1M +$829K +19,525 +25%
APA
95
Astoria Portfolio Advisors
New York
$4.09M +$1.8M +42,328 +87%
MFA
96
Millington Financial Advisors
Illinois
$3.92M +$3.92M +92,241 New
WCFA
97
Walkner Condon Financial Advisors
Wisconsin
$3.82M -$12K -283 -0.3%
MFG
98
Merit Financial Group
Georgia
$3.82M +$3.81M +89,830 New
Northern Trust
99
Northern Trust
Illinois
$3.82M +$195K +4,588 +5%
CWM
100
Collaborative Wealth Management
Florida
$3.77M -$81K -1,909 -2%

SPMD Hedge Fund Activity: Q4 2022 in Review

428 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2022, worth a combined $6.42B — up 64% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SPMD positions and 21 closed out — a net gain of 56 holders — while 158 added to existing stakes and 144 trimmed.

The largest buyer was Creative Planning, adding an estimated $142M. The largest seller was Valmark Advisers, cutting an estimated $90.9M.

  • 428 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2022, up from 381 in Q3 2022.
  • Funds reported $6.42B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2022, up 64% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2022 and 21 closed out, a net change of +56 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2022 was Creative Planning, an estimated $142M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2022 was Valmark Advisers, an estimated $90.9M sold.

Based on aggregated 13F filings for Q4 2022.