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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
WCFA
101
Walkner Condon Financial Advisors
Wisconsin
$3.9M -$43.2K -966 -1%
JFA
102
JNBA Financial Advisors
Minnesota
$3.87M -$4.43K -99 -0.1%
GWM
103
GSB Wealth Management
Connecticut
$3.85M -$300K -6,702 -7%
Goldman Sachs
104
Goldman Sachs
New York
$3.8M +$39.7K +888 +1%
IA
105
IFG Advisory
Georgia
$3.78M +$1.13M +25,323 +42%
CG
106
Colony Group
Massachusetts
$3.72M -$588K -13,128 -13%
SF
107
Symphony Financial
Texas
$3.68M +$745K +16,639 +24%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$3.67M +$3.34M +74,548 +838%
NA
109
NewEdge Advisors
Louisiana
$3.62M +$1.61M +35,928 +77%
ARC
110
Advisor Resource Council
Texas
$3.6M +$3.68M +82,182 New
SFI
111
SPC Financial Inc
Maryland
$3.54M +$148K +3,307 +4%
AI
112
Atria Investments
North Carolina
$3.46M +$3.52M +78,640 New
PFA
113
Pure Financial Advisors
California
$3.44M -$72.6K -1,621 -2%
FHA
114
Flagship Harbor Advisors
Massachusetts
$3.28M +$1M +22,372 +43%
APC
115
Aspire Private Capital
North Carolina
$3.19M +$306K +6,836 +10%
PFM
116
Parsec Financial Management
North Carolina
$3.13M -$132K -2,941 -4%
IA
117
IFP Advisors
Florida
$3.12M -$11.4M -255,732 -87%
AFP
118
Ausdal Financial Partners
Iowa
$2.9M +$174K +3,885 +6%
DC
119
Destiny Capital
Colorado
$2.82M -$12.8K -287 -0.4%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$2.81M -$5.15K -115 -0.2%
VIM
121
Vista Investment Management
Pennsylvania
$2.8M -$35.5K -794 -1%
AFS
122
Annapolis Financial Services
Maryland
$2.78M +$1.57K +35 +0.1%
AWM
123
AE Wealth Management
Kansas
$2.78M +$317K +7,073 +13%
NAS
124
Nicolet Advisory Services
Wisconsin
$2.71M -$209K -4,679 -7%
CCT
125
Chemung Canal Trust
New York
$2.68M

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.