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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
BC
126
Brio Consultants
California
$2.68M -$4.57K -102 -0.2%
WPW
127
Watershed Private Wealth
Illinois
$2.67M +$119K +2,659 +5%
NC
128
NovaPoint Capital
Georgia
$2.66M -$129K -2,874 -5%
KBFS
129
Kohmann Bosshard Financial Services
Ohio
$2.6M -$12.3K -275 -0.5%
SA
130
Scarborough Advisors
Maryland
$2.53M -$77.8K -1,738 -3%
B
131
Bensler
Washington
$2.46M +$282K +6,298 +13%
RFA
132
Register Financial Advisors
Georgia
$2.41M +$71.3K +1,593 +3%
GWSG
133
GPS Wealth Strategies Group
Colorado
$2.36M +$203K +4,545 +9%
EDRIA
134
Edmonds Duncan Registered Investment Advisors
Kansas
$2.29M +$12.8K +286 +0.6%
PWMG
135
Provence Wealth Management Group
California
$2.23M +$2.28M +50,856 New
UAS
136
United Asset Strategies
New York
$2.22M +$5.73K +128 +0.3%
GF
137
Goodman Financial
Texas
$2.22M -$40K -894 -2%
UCFA
138
United Capital Financial Advisors
Texas
$2.2M -$425K -9,500 -16%
MA
139
MJP Associates
Connecticut
$2.19M +$13.4K +300 +0.6%
TCM
140
Towercrest Capital Management
Pennsylvania
$2.17M -$70.9K -1,585 -3%
MCC
141
Money Concepts Capital
Florida
$2.13M +$9.09M +203,096 +5,465%
JF
142
JSF Financial
California
$2.12M +$2.16M +48,200 New
AWA
143
Alta Wealth Advisors
Massachusetts
$2.02M +$162K +3,629 +9%
GIA
144
Gladstone Institutional Advisory
Florida
$2.02M +$446K +9,967 +28%
GM
145
GeoWealth Management
Illinois
$2.01M +$168K +3,761 +9%
GSC
146
G&S Capital
Colorado
$1.98M +$78.1K +1,745 +4%
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.98M -$291K -6,506 -13%
T
148
TrueFG
Texas
$1.96M +$110K +2,454 +6%
RWA
149
Rooted Wealth Advisors
Illinois
$1.94M +$6.27K +140 +0.3%
LFG
150
Larson Financial Group
Missouri
$1.87M -$64.7K -1,446 -3%

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.