We are live on ! Find out more
SPMD icon

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
SWP
126
Stratos Wealth Partners
Ohio
$2.07M +$81.6K +1,670 +4%
PFG
127
PAX Financial Group
Texas
$1.98M +$79.8K +1,633 +4%
OC
128
Oarsman Capital
Wisconsin
$1.94M +$56.6K +1,159 +3%
AI
129
Atria Investments
North Carolina
$1.84M +$1.81M +37,036 New
CPA
130
Clear Perspective Advisors
Illinois
$1.83M +$106K +2,173 +6%
BTWM
131
Baker Tilly Wealth Management
Wisconsin
$1.75M +$303K +6,204 +21%
RFG
132
Range Financial Group
Oregon
$1.72M +$12.1K +247 +0.7%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$1.71M +$1.68M +34,299 New
DWM
134
Doyle Wealth Management
Florida
$1.69M +$81K +1,658 +5%
AF
135
Aldebaran Financial
$1.68M +$1.32M +27,077 +405%
UWM
136
USAdvisors Wealth Management
Minnesota
$1.68M +$133K +2,731 +9%
AG
137
Ascent Group
Virginia
$1.67M +$1.79M +36,730 New
PWM
138
Penobscot Wealth Management
Maine
$1.66M -$7.42K -152 -0.5%
NA
139
NewEdge Advisors
Louisiana
$1.63M +$51K +1,045 +3%
FCI
140
Financial Counselors Inc
Kansas
$1.6M -$150K -3,064 -9%
TRCT
141
Tower Research Capital (TRC)
New York
$1.58M -$961K -19,663 -38%
W
142
Wealthquest
Ohio
$1.57M +$618K +12,644 +66%
CW
143
CreativeOne Wealth
Kansas
$1.56M +$855K +17,497 +127%
BWFA
144
Baltimore-Washington Financial Advisors
Maryland
$1.55M -$39.7K -812 -3%
OWA
145
Outlook Wealth Advisors
Texas
$1.54M +$1.51M +30,960 New
T
146
TrueFG
Texas
$1.52M +$33.7K +689 +2%
FC
147
Financial Consulate
Maryland
$1.47M +$60.8K +1,245 +4%
Renaissance Technologies
148
Renaissance Technologies
New York
$1.45M +$640K +13,100 +81%
MCWS
149
McKinley Carter Wealth Services
West Virginia
$1.44M -$16.2K -332 -1%
LFG
150
Larson Financial Group
Missouri
$1.42M +$110K +2,247 +9%

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.