M&T Bank
SMOT icon

M&T Bank’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

M&T Bank’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,475
Closed -$223K – 1663
2024
Q4 		$223K Buy
+6,475
New +$231K ﹤0.01% 1495

Other funds holding SMOT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

M&T Bank's SMOT Position: Q1 2025 in Review

M&T Bank sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q1 2025, closing a stake of 6,475 shares — an estimated $223K sold.

M&T Bank first reported a position in SMOT in Q4 2024 and held it in 1 quarter. The position peaked at $223K in Q4 2024. 99 funds tracked by Wall St. Rank hold SMOT as of Q1 2025.

  • M&T Bank reported no remaining VanEck Morningstar SMID Moat ETF position as of Q1 2025 after selling out during the quarter.
  • M&T Bank sold 6,475 VanEck Morningstar SMID Moat ETF shares in Q1 2025, an estimated $223K.
  • M&T Bank first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2024 and held it in 1 quarter.
  • M&T Bank's VanEck Morningstar SMID Moat ETF position peaked at $223K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2025.

Based on M&T Bank's 13F filing for Q1 2025, filed 30 Apr 2025.