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State Street SPDR Portfolio S&P 400 Mid Cap ETF

394 hedge funds and large institutions have $4.51B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 34

39% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 123

2% more funds holding

Funds holding: 386394 (+8)

0.32% more ownership

Funds ownership: 85.09%85.42% (+0.32%)

5% less capital invested

Capital invested by funds: $4.76B → $4.51B (-$249M)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

Holders
394
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.21%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.46%
New
49
Increased
171
Reduced
123
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$3.46M +$896K +19,166 +35%
CPO
102
Cerity Partners OCIO
New York
$3.46M +$144K +3,090 +4%
UCFA
103
United Capital Financial Advisors
Texas
$3.2M -$106K -2,270 -3%
APC
104
Aspire Private Capital
North Carolina
$3.17M +$14.9K +318 +0.5%
CF
105
Centaurus Financial
California
$3.15M +$177K +3,792 +6%
SA
106
Scarborough Advisors
Maryland
$2.96M -$9.2M -196,735 -76%
AFS
107
Annapolis Financial Services
Maryland
$2.94M +$1.31K +28 +0%
VIM
108
Vista Investment Management
Pennsylvania
$2.9M +$53.2K +1,137 +2%
SS
109
Simplicity Solutions
Minnesota
$2.77M +$2.75M +58,708 New
LFG
110
Larson Financial Group
Missouri
$2.65M +$1.29M +27,598 +97%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$2.58M -$1.45M -31,084 -36%
IA
112
IFG Advisory
Georgia
$2.56M +$344K +7,362 +16%
MA
113
MJP Associates
Connecticut
$2.5M -$8.09K -173 -0.3%
TCM
114
Towercrest Capital Management
Pennsylvania
$2.4M -$114K -2,436 -5%
GF
115
Goodman Financial
Texas
$2.37M -$14.6K -312 -0.6%
ARC
116
Advisor Resource Council
Texas
$2.36M -$11.3M -242,011 -83%
MWM
117
Modera Wealth Management
New Jersey
$2.32M -$196K -4,181 -8%
EDRIA
118
Edmonds Duncan Registered Investment Advisors
Kansas
$2.29M +$104K +2,220 +5%
AWA
119
Arete Wealth Advisors
Illinois
$2.19M -$36.1K -773 -2%
RCA
120
Resonant Capital Advisors
Wisconsin
$2.13M +$2.1M +44,824 New
IWC
121
Integrated Wealth Concepts
Massachusetts
$2.1M -$132K -2,828 -6%
Renaissance Technologies
122
Renaissance Technologies
New York
$2.05M +$664K +14,200 +49%
AWMG
123
Alliance Wealth Management Group
New Jersey
$2.03M -$112K -2,404 -5%
SWA
124
Stratos Wealth Advisors
Ohio
$1.99M +$1.47M +31,482 +292%
PFG
125
PAX Financial Group
Texas
$1.95M +$72.5K +1,551 +4%

SPMD Hedge Fund Activity: Q1 2022 in Review

394 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2022, worth a combined $4.51B — down 5.2% from $4.76B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPMD positions and 34 closed out — a net gain of 15 holders — while 171 added to existing stakes and 123 trimmed.

The largest buyer was Creative Planning, adding an estimated $123M. The largest seller was Horizon Investments, exiting entirely with an estimated $145M sold.

  • 394 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2022, up from 386 in Q4 2021.
  • Funds reported $4.51B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2022, down 5.2% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2022 and 34 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2022 was Creative Planning, an estimated $123M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2022 was Horizon Investments, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2022.