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State Street SPDR Portfolio S&P 400 Mid Cap ETF

428 hedge funds and large institutions have $6.42B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 21

64% more capital invested

Capital invested by funds: $3.91B → $6.42B (+$2.51B)

33% more funds holding in top 10

Funds holding in top 10: 2432 (+8)

12% more funds holding

Funds holding: 381428 (+47)

1.27% more ownership

Funds ownership: 83.99%85.25% (+1.3%)

10% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 144

Holders
428
Holders Change
+47
Holders Change %
+12.34%
% of All Funds
6.88%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.51%
New
77
Increased
158
Reduced
144
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$2.2B +$142M +3,334,879 +7%
AWA
2
Arete Wealth Advisors
Illinois
$1.83B -$92.7K -2,184 -5%
LPL Financial
3
LPL Financial
California
$389M +$19.1M +450,565 +5%
TA
4
Tiedemann Advisors
New York
$289M -$1.84M -43,457 -0.6%
VA
5
Valmark Advisers
Ohio
$215M -$90.9M -2,141,115 -30%
B
6
Bridgeworth
Alabama
$65.9M +$58.7M +1,381,769 +815%
RA
7
RFG Advisory
Alabama
$52.2M +$9.91M +233,394 +27%
AOI
8
Auto-Owners Insurance
Michigan
$44.2M +$44.2M +1,040,000 New
SPWG
9
Syntegra Private Wealth Group
Missouri
$44M +$44M +1,036,294 New
Morgan Stanley
10
Morgan Stanley
New York
$42.8M -$5.86M -137,937 -12%
GWP
11
Gateway Wealth Partners
Wisconsin
$42.6M +$42.6M +1,003,174 New
HighTower Advisors
12
HighTower Advisors
Illinois
$39.2M +$9.76M +229,939 +33%
WFPG
13
Waller Financial Planning Group
Ohio
$34M +$336K +7,922 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$33M -$37.7M -888,651 -53%
Wells Fargo
15
Wells Fargo
California
$30.7M -$712K -16,760 -2%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$24.9M +$3.61M +85,132 +17%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$24.9M +$395K +9,315 +2%
AssetMark Inc
18
AssetMark Inc
California
$24.8M -$665K -15,653 -3%
GLA
19
Good Life Advisors
Pennsylvania
$24.7M +$629K +14,827 +3%
IA
20
IFP Advisors
Florida
$24.5M -$285K -6,723 -2%
KOC
21
Koss-Olinger Consulting
Florida
$24M -$14.3M -337,356 -37%
PWA
22
Peterson Wealth Advisors
Utah
$23.2M +$483K +11,366 +2%
Ameriprise
23
Ameriprise
Minnesota
$22.1M +$11.2M +263,580 +103%
AA
24
ACT Advisors
North Carolina
$22M +$21.9M +516,875 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$21.7M +$20.9M +492,645 +2,859%

SPMD Hedge Fund Activity: Q4 2022 in Review

428 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q4 2022, worth a combined $6.42B — up 64% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SPMD positions and 21 closed out — a net gain of 56 holders — while 158 added to existing stakes and 144 trimmed.

The largest buyer was Creative Planning, adding an estimated $142M. The largest seller was Valmark Advisers, cutting an estimated $90.9M.

  • 428 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q4 2022, up from 381 in Q3 2022.
  • Funds reported $6.42B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q4 2022, up 64% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q4 2022 and 21 closed out, a net change of +56 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q4 2022 was Creative Planning, an estimated $142M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q4 2022 was Valmark Advisers, an estimated $90.9M sold.

Based on aggregated 13F filings for Q4 2022.