We are live on ! Find out more
SPMD icon

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
RC
176
Roundview Capital
New Jersey
$1.24M +$19.7K +441 +2%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$1.22M +$89.6K +2,001 +8%
JP Morgan Chase
178
JP Morgan Chase
New York
$1.17M -$3.12M -69,725 -72%
KLI
179
Kelman-Lazarov Inc
Tennessee
$1.17M +$168K +3,754 +16%
KWM
180
Kingsview Wealth Management
Oregon
$1.16M +$54.1K +1,209 +5%
AF
181
Aldebaran Financial
$1.16M -$39.2K -876 -3%
BW
182
BIP Wealth
Georgia
$1.14M +$1.16M +26,007 New
SAM
183
S.A. Mason
Michigan
$1.13M -$23.3K -520 -2%
AWM
184
Apollon Wealth Management
South Carolina
$1.13M +$1.15M +25,684 New
IWMA
185
Ironwood Wealth Management (Arizona)
Arizona
$1.12M -$130K -2,901 -10%
FWM
186
Fingerlakes Wealth Management
New York
$1.11M -$8.77K -196 -0.8%
MCWS
187
McKinley Carter Wealth Services
West Virginia
$1.11M -$22.8K -509 -2%
RWP
188
Revolve Wealth Partners
New Jersey
$1.07M -$60K -1,340 -5%
SIAP
189
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.05M +$149K +3,325 +16%
MF
190
Meridian Financial
Massachusetts
$1.03M +$289K +6,446 +38%
BIP
191
Blueprint Investment Partners
North Carolina
$1.02M +$573K +12,795 +123%
WMR
192
Wealth Management Resources
Rhode Island
$1.01M +$41.5K +928 +4%
CCFM
193
Clear Creek Financial Management
Washington
$992K +$1.01M +22,586 New
AFG
194
Arkansas Financial Group
Arkansas
$978K +$587K +13,119 +144%
BWFA
195
Baltimore-Washington Financial Advisors
Maryland
$977K -$37.2K -831 -4%
FMN
196
Financial Management Network
California
$976K -$671 -15 -0.1%
IC
197
IEQ Capital
California
$976K -$396K -8,842 -28%
TRCT
198
Tower Research Capital (TRC)
New York
$976K +$518K +11,566 +109%
WJWM
199
Williams Jones Wealth Management
New York
$968K
WPC
200
Wedmont Private Capital
Pennsylvania
$956K

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.