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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
KPWS
201
Kestra Private Wealth Services
Texas
$400K -$51.2K -1,084 -11%
CIA
202
Compass Ion Advisors
Pennsylvania
$400K +$1.94K +41 +0.5%
HSA
203
HBK Sorce Advisory
Pennsylvania
$396K +$160K +3,392 +65%
JMPWA
204
JP Morgan Private Wealth Advisors
California
$391K
TA
205
Tectonic Advisors
Texas
$383K +$392K +8,298 New
OPA
206
Old Port Advisors
Maine
$382K -$28.3K -600 -7%
BMD
207
Better Money Decisions
New Mexico
$382K +$2.08K +44 +0.5%
CCFM
208
Clear Creek Financial Management
Washington
$381K -$7.89K -167 -2%
WPC
209
White Pine Capital
Minnesota
$369K
BG
210
Benedetti & Gucer
Georgia
$367K
HVIA
211
Hudson Valley Investment Advisors
New York
$367K +$133K +2,813 +55%
CWM
212
Cornerstone Wealth Management
Missouri
$364K +$64K +1,355 +21%
GKWIM
213
Gerber Kawasaki Wealth & Investment Management
California
$361K -$117K -2,488 -24%
5L
214
55I LLC
Massachusetts
$359K -$8.31K -176 -2%
VC
215
Vicus Capital
Pennsylvania
$354K +$28K +592 +8%
PCA
216
Personal Capital Advisors
California
$348K -$257K -5,439 -42%
APA
217
American Portfolios Advisors
New York
$343K +$23.8K +504 +7%
SIA
218
Strategic Investment Advisors
Michigan
$328K +$47 +1 +0%
Truist Financial
219
Truist Financial
North Carolina
$328K +$6.89K +146 +2%
SAM
220
Strategic Asset Management
Minnesota
$319K +$319K +6,748 New
EIA
221
Eldridge Investment Advisors
New Hampshire
$311K +$992 +21 +0.3%
AWM
222
Altavista Wealth Management
North Carolina
$310K
AF
223
Aldebaran Financial
$308K +$236 +5 +0.1%
CA
224
Continuum Advisory
Idaho
$306K -$4.34K -92 -1%
PA
225
PFG Advisors
Arizona
$306K -$47 -1 -0%

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.