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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
AWMG
151
Alliance Wealth Management Group
New Jersey
$1.86M -$41.6K -930 -2%
WAS
152
Wealth Advisory Solutions
Indiana
$1.8M +$63.2K +1,412 +4%
AWA
153
Arete Wealth Advisors
Illinois
$1.78M -$113K -2,531 -6%
NGA
154
Naples Global Advisors
Florida
$1.72M +$61.5K +1,375 +4%
PFG
155
PAX Financial Group
Texas
$1.69M -$86.9K -1,942 -5%
PSCM
156
Per Stirling Capital Management
Texas
$1.65M +$1.68M +37,469 New
CGA
157
Crescent Grove Advisors
Illinois
$1.64M +$13.7K +305 +0.8%
VPP
158
Vertex Planning Partners
Illinois
$1.59M -$274K -6,125 -14%
FEG
159
Financial Enhancement Group
Indiana
$1.57M -$59.8K -1,335 -3%
CPIG
160
Chicago Partners Investment Group
Illinois
$1.57M +$34.2K +765 +2%
CIC
161
Carnegie Investment Counsel
Ohio
$1.57M +$1.6M +35,640 New
PWG
162
Private Wealth Group
Florida
$1.55M -$208K -4,638 -12%
BTWM
163
Baker Tilly Wealth Management
Wisconsin
$1.51M +$2.77K +62 +0.2%
RFG
164
Range Financial Group
Oregon
$1.46M -$29.1K -650 -2%
PVI
165
Pine Valley Investments
New Jersey
$1.44M +$1.5M +33,619 New
Financial Engines Advisors
166
Financial Engines Advisors
California
$1.43M +$281K +6,282 +24%
PIA
167
Perennial Investment Advisors
California
$1.42M +$1.45M +32,372 New
OPS
168
Orion Portfolio Solutions
Nebraska
$1.41M +$731K +16,340 +103%
BCI
169
Brinker Capital Investments
Pennsylvania
$1.41M +$773K +17,274 +116%
CW
170
CreativeOne Wealth
Kansas
$1.41M +$651K +14,553 +83%
UWM
171
USAdvisors Wealth Management
Minnesota
$1.39M -$170K -3,808 -11%
SWA
172
Stratos Wealth Advisors
Ohio
$1.35M +$70.3K +1,571 +5%
AG
173
Ascent Group
Virginia
$1.31M +$26.1K +584 +2%
RJA
174
Raymond James & Associates
Florida
$1.26M +$83.2K +1,859 +7%
JCM
175
Jacobi Capital Management
Pennsylvania
$1.25M -$61.7K -1,378 -5%

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.