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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
JFA
101
JNBA Financial Advisors
Minnesota
$3.75M -$154K -3,636 -4%
Goldman Sachs
102
Goldman Sachs
New York
$3.64M -$589K -13,880 -14%
CPO
103
Cerity Partners OCIO
New York
$3.4M +$664K +15,638 +24%
PFA
104
Pure Financial Advisors
California
$3.4M -$178K -4,202 -5%
SFI
105
SPC Financial Inc
Maryland
$3.29M +$91.8K +2,162 +3%
PFM
106
Parsec Financial Management
North Carolina
$3.16M -$244K -5,738 -7%
NAS
107
Nicolet Advisory Services
Wisconsin
$3.03M -$193K -4,541 -6%
DC
108
Destiny Capital
Colorado
$2.97M +$2.73M +64,372 New
SF
109
Symphony Financial
Texas
$2.95M +$810K +19,090 +39%
APC
110
Aspire Private Capital
North Carolina
$2.8M -$59K -1,389 -2%
VIM
111
Vista Investment Management
Pennsylvania
$2.74M +$33.1K +780 +1%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$2.72M +$2.72M +64,061 New
NC
113
NovaPoint Capital
Georgia
$2.7M +$14.5K +342 +0.5%
AFS
114
Annapolis Financial Services
Maryland
$2.69M +$1.57K +37 +0.1%
AFP
115
Ausdal Financial Partners
Iowa
$2.64M +$517K +12,188 +24%
CCT
116
Chemung Canal Trust
New York
$2.59M -$318K -7,497 -11%
BC
117
Brio Consultants
California
$2.59M +$39.1K +922 +2%
IA
118
IFG Advisory
Georgia
$2.58M -$62K -1,460 -2%
KBFS
119
Kohmann Bosshard Financial Services
Ohio
$2.54M -$352K -8,300 -12%
UCFA
120
United Capital Financial Advisors
Texas
$2.54M -$78K -1,838 -3%
SA
121
Scarborough Advisors
Maryland
$2.52M -$18.1K -426 -0.7%
WPW
122
Watershed Private Wealth
Illinois
$2.47M +$2.47M +58,191 New
FPAS
123
Focus Partners Advisor Solutions
Missouri
$2.45M +$575K +13,545 +31%
AWM
124
AE Wealth Management
Kansas
$2.39M -$222K -5,221 -8%
William Blair & Company
125
William Blair & Company
Illinois
$2.3M +$2.16M +50,966 +1,650%

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.