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State Street SPDR Portfolio S&P 400 Mid Cap ETF

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: 2526 (+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: 338325 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
176
Fernwood Investment Management
Massachusetts
$614K
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$609K +$1.32K +28 +0.2%
RJA
178
Raymond James & Associates
Florida
$577K -$74.1K -1,569 -11%
GL
179
Graypoint LLC
New York
$573K
BIP
180
Blueprint Investment Partners
North Carolina
$566K +$181K +3,842 +46%
FWP
181
Falcon Wealth Planning
California
$564K -$2.55K -54 -0.4%
KPW
182
Kore Private Wealth
New York
$561K
KAS
183
Kestra Advisory Services
Texas
$551K -$1.59M -33,702 -74%
Legacy Financial Group (Iowa)
184
Legacy Financial Group (Iowa)
Iowa
$538K -$69.9K -1,481 -11%
LWM
185
Laidlaw Wealth Management
New York
$538K +$230K +4,866 +72%
AWM
186
Avior Wealth Management
Nebraska
$516K -$6.33K -134 -1%
WOSD
187
WFA of San Diego
California
$502K -$4.72K -100 -0.9%
Mariner
188
Mariner
Kansas
$498K -$53.4K -1,131 -9%
ACP
189
Aveo Capital Partners
Colorado
$487K +$13.6K +288 +3%
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$485K -$2.79K -59 -0.6%
BAM
191
Belpointe Asset Management
Nevada
$485K +$207K +4,386 +72%
ODCM
192
Old Dominion Capital Management
Virginia
$477K
EFL
193
ERn Financial LLC
Wisconsin
$469K -$7.84K -166 -2%
ASN
194
Advisory Services Network
Georgia
$427K +$29.4K +622 +7%
BW
195
Bison Wealth
Georgia
$424K +$82.7K +1,752 +24%
ISWM
196
Independent Solutions Wealth Management
New York
$422K -$9.16K -194 -2%
CAG
197
Csenge Advisory Group
Florida
$422K +$27.7K +586 +7%
SWA
198
Stratos Wealth Advisors
Ohio
$422K +$73.6K +1,558 +21%
DI
199
Diligent Investors
California
$406K
MA
200
MONECO Advisors
Connecticut
$405K +$415K +8,782 New

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.