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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
SWP
76
Stratos Wealth Partners
Ohio
$6.49M -$118K -2,627 -2%
MFT
77
Moisand Fitzgerald Tamayo
Florida
$6.49M +$160K +3,584 +2%
IWC
78
Integrated Wealth Concepts
Massachusetts
$6.33M +$4.27M +95,487 +197%
AWA
79
ARQ Wealth Advisors
Arizona
$6.24M -$148K -3,310 -2%
KW
80
KWB Wealth
California
$6.03M +$3.58K +80 +0.1%
IWP
81
IAG Wealth Partners
Wisconsin
$5.92M -$9.13K -204 -0.2%
PAS
82
Park Avenue Securities
New York
$5.56M +$697K +15,565 +14%
LFPWM
83
Leicht Financial Planning & Wealth Management
New Jersey
$5.43M +$170K +3,789 +3%
WAOI
84
Wealth Advisors of Iowa
Iowa
$5.23M +$5.32M +118,939 New
GKWIM
85
Gerber Kawasaki Wealth & Investment Management
California
$5.22M +$319K +7,138 +6%
APA
86
Astoria Portfolio Advisors
New York
$5.14M +$1.23M +27,562 +30%
CAN
87
Cetera Advisor Networks
California
$4.95M +$154K +3,435 +3%
CWM
88
Collaborative Wealth Management
Florida
$4.94M +$1.07M +23,806 +27%
CAL
89
Capital Analysts LLC
Pennsylvania
$4.92M -$924K -20,648 -16%
Corient Private Wealth
90
Corient Private Wealth
Florida
$4.86M +$1.55M +34,521 +45%
PC
91
Pecaut & Co
Iowa
$4.82M +$148K +3,304 +3%
RCA
92
Resonant Capital Advisors
Wisconsin
$4.72M +$138K +3,082 +3%
VCM
93
Vivaldi Capital Management
Illinois
$4.63M -$1.1M -24,554 -19%
WSWA
94
Warren Street Wealth Advisors
California
$4.61M +$128K +2,852 +3%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$4.48M +$235K +5,243 +5%
LWMG
96
Levy Wealth Management Group
Pennsylvania
$4.29M +$9.31K +208 +0.2%
Jane Street
97
Jane Street
New York
$4.29M -$5.08M -113,505 -54%
MFA
98
Millington Financial Advisors
Illinois
$4.02M -$32K -714 -0.8%
MFG
99
Merit Financial Group
Georgia
$4.02M +$74.7K +1,670 +2%
Northern Trust
100
Northern Trust
Illinois
$3.98M +$39.7K +888 +1%

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.