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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
CWM
101
Congress Wealth Management
Massachusetts
$3.65M +$3.59M +73,444 New
PC
102
Pecaut & Co
Iowa
$3.58M +$1.8M +36,896 +105%
CPO
103
Cerity Partners OCIO
New York
$3.49M -$48.1K -984 -1%
UCFA
104
United Capital Financial Advisors
Texas
$3.48M -$60.2K -1,232 -2%
PAS
105
Park Avenue Securities
New York
$3.45M +$343K +7,013 +11%
CWA
106
Centennial Wealth Advisory
Michigan
$3.38M +$3.31M +67,845 New
APC
107
Aspire Private Capital
North Carolina
$3.33M -$15.8K -324 -0.5%
IA
108
IFP Advisors
Florida
$3.26M +$533K +10,918 +20%
KAS
109
Kestra Advisory Services
Texas
$3.22M +$2.58M +52,756 +442%
CF
110
Centaurus Financial
California
$3.14M +$170K +3,470 +6%
AFS
111
Annapolis Financial Services
Maryland
$3.09M -$250K -5,112 -8%
GWM
112
Geneos Wealth Management
Colorado
$3.04M +$569K +11,656 +24%
VIM
113
Vista Investment Management
Pennsylvania
$3.01M +$15.3K +314 +0.5%
TFA
114
Tranquilli Financial Advisor
New Jersey
$2.94M +$2.89M +59,080 New
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$2.7M +$2.35M +48,117 +787%
TCM
116
Towercrest Capital Management
Pennsylvania
$2.66M -$64.4K -1,318 -2%
MWM
117
Modera Wealth Management
New Jersey
$2.65M +$2.61M +53,348 New
MA
118
MJP Associates
Connecticut
$2.65M +$34.6K +708 +1%
GF
119
Goodman Financial
Texas
$2.51M +$20.2K +414 +0.8%
AWA
120
Arete Wealth Advisors
Illinois
$2.36M +$97.5K +1,995 +4%
IWC
121
Integrated Wealth Concepts
Massachusetts
$2.36M -$212K -4,341 -8%
IA
122
IFG Advisory
Georgia
$2.33M +$391K +8,012 +21%
BCM
123
Brookstone Capital Management
Illinois
$2.32M -$754K -15,436 -25%
AWMG
124
Alliance Wealth Management Group
New Jersey
$2.26M +$61.2K +1,253 +3%
EDRIA
125
Edmonds Duncan Registered Investment Advisors
Kansas
$2.18M +$100K +2,050 +5%

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.