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State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

325 hedge funds and large institutions have $3.81B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 159 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 99

4% more funds holding in top 10

Funds holding in top 10: 25 → 26 (+1)

3% less capital invested

Capital invested by funds: $3.95B → $3.81B (-$134M)

1.06% less ownership

Funds ownership: 83.84% → 82.78% (-1.1%)

4% less funds holding

Funds holding: 338 → 325 (-13)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.69%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.46%
New
23
Increased
159
Reduced
99
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$161M
2
ACM
AlphaStar Capital Management
North Carolina
+$15.1M
3
WANY
Wealthspire Advisors (New York)
New York
+$11.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.57M
5
BHB
Bank Hapoalim BM
Israel
+$6.51M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$83M
2
PI
PFS Investments
Georgia
-$49.2M
3
LPL Financial
LPL Financial
California
-$46.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$30.5M
5
TA
Tiedemann Advisors
New York
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
126
McKinley Carter Wealth Services
West Virginia
$1.35M -$3.45K -73 -0.2%
BTWM
127
Baker Tilly Wealth Management
Wisconsin
$1.33M +$86.7K +1,837 +7%
CIAS
128
CFS Investment Advisory Services
New Jersey
$1.31M +$1.35M +28,490 New
FEG
129
Financial Enhancement Group
Indiana
$1.31M -$3.45K -73 -0.3%
FC
130
Financial Consulate
Maryland
$1.31M -$25.6K -543 -2%
GSC
131
G&S Capital
Colorado
$1.24M +$18.3K +387 +1%
FC
132
Forte Capital
New York
$1.23M +$11.1K +234 +0.9%
LFG
133
Larson Financial Group
Missouri
$1.21M +$126K +2,674 +11%
Financial Engines Advisors
134
Financial Engines Advisors
California
$1.18M +$12.4K +262 +1%
WAS
135
Wealth Advisory Solutions
Indiana
$1.17M -$273K -5,771 -19%
GM
136
GeoWealth Management
Illinois
$1.16M -$789K -16,711 -40%
FMN
137
Financial Management Network
California
$1.16M +$55.3K +1,171 +5%
WP
138
WealthPLAN Partners
Nebraska
$1.14M -$6.99K -148 -0.6%
RC
139
Roundview Capital
New Jersey
$1.09M -$8.03K -170 -0.7%
QWM
140
QP Wealth Management
New Jersey
$1.08M +$19.2K +406 +2%
JCM
141
Jacobi Capital Management
Pennsylvania
$1.05M +$59.2K +1,253 +6%
FPWM
142
FSB Premier Wealth Management
Iowa
$1.04M +$41.2K +873 +4%
UAS
143
United Asset Strategies
New York
$1.04M -$809K -17,135 -43%
KWM
144
Kingsview Wealth Management
Oregon
$1M +$897 +19 +0.1%
HF
145
HRT Financial
New York
$983K +$1.01M +21,316 New
AC
146
Apella Capital
Connecticut
$967K +$116K +2,464 +13%
FPW
147
Flagship Private Wealth
Massachusetts
$956K +$41.2K +873 +4%
OGF
148
Orin Green Financial
California
$943K +$37K +783 +4%
BCI
149
Brinker Capital Investments
Pennsylvania
$929K +$31.4K +665 +3%
AFP
150
Ausdal Financial Partners
Iowa
$917K +$679K +14,383 +262%
4 5
6
7 8

SPMD Hedge Fund Activity: Q3 2021 in Review

325 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q3 2021, worth a combined $3.81B — down 3.4% from $3.95B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SPMD and 23 opened new positions — a net loss of 6 holders — while 99 trimmed existing stakes and 159 added.

The largest buyer was Creative Planning, adding an estimated $161M. The largest seller was Horizon Investments, cutting an estimated $83M.

  • 325 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q3 2021, down from 338 in Q2 2021.
  • Funds reported $3.81B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q3 2021, down 3.4% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q3 2021 and 29 closed out, a net change of -6 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q3 2021 was Creative Planning, an estimated $161M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q3 2021 was Horizon Investments, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2021.