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State Street SPDR Portfolio S&P 400 Mid Cap ETF

567 hedge funds and large institutions have $8.59B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 232 increasing their positions, 201 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

107% more capital invested

Capital invested by funds: $4.16B → $8.59B (+$4.43B)

15% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 201

3% more funds holding

Funds holding: 548567 (+19)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

3.97% less ownership

Funds ownership: 89.97%86% (-4%)

Holders
567
Holders Change
+19
Holders Change %
+3.47%
% of All Funds
8.17%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.62%
New
60
Increased
232
Reduced
201
Closed
28
Calls
$107K
Puts
Net Calls
+$107K
Net Calls Change
-$68K
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
226
McKinley Carter Wealth Services
West Virginia
$1.39M -$19.7K -397 -2%
EFS
227
Econ Financial Services
Pennsylvania
$1.38M -$175K -3,528 -12%
AWA
228
Alaska Wealth Advisors
Alaska
$1.37M +$121K +2,429 +10%
FWM
229
Fingerlakes Wealth Management
New York
$1.36M -$3.48K -70 -0.3%
ITB
230
Idaho Trust Bank
Idaho
$1.36M +$1.27M +25,531 New
MAM
231
MMA Asset Management
Pennsylvania
$1.34M +$141K +2,830 +13%
IA
232
IFP Advisors
Florida
$1.34M -$87.6K -1,761 -7%
GWP
233
Gateway Wealth Partners
Wisconsin
$1.32M -$840K -16,890 -41%
AAS
234
Avantax Advisory Services
Texas
$1.32M -$1.69K -34 -0.1%
SIAS
235
Summit Investment Advisory Services
Minnesota
$1.3M +$43.3K +870 +4%
BW
236
BIP Wealth
Georgia
$1.27M -$52.8K -1,061 -4%
RWP
237
Revolve Wealth Partners
New Jersey
$1.26M
IWMA
238
Ironwood Wealth Management (Arizona)
Arizona
$1.24M -$64.4K -1,294 -5%
AWS
239
Atria Wealth Solutions
New York
$1.23M +$230K +4,629 +25%
AQR Capital Management
240
AQR Capital Management
Connecticut
$1.23M +$192K +3,862 +20%
SAA
241
Southeast Asset Advisors
Georgia
$1.22M
CCFM
242
Clear Creek Financial Management
Washington
$1.22M +$77.8K +1,565 +7%
ACA
243
Aptus Capital Advisors
Alabama
$1.21M +$492K +9,900 +78%
TWM
244
Trinity Wealth Management
Pennsylvania
$1.21M +$37.4K +752 +3%
TA
245
TKG Advisors
Indiana
$1.19M +$304K +6,112 +38%
SLC
246
Second Line Capital
Louisiana
$1.19M -$112K -2,258 -9%
WP
247
WealthPLAN Partners
Nebraska
$1.18M +$8.85K +178 +0.8%
KFI
248
Key Financial Inc
Pennsylvania
$1.16M +$134K +2,686 +14%
RC
249
Roundview Capital
New Jersey
$1.11M -$206K -4,137 -17%
DWA
250
Delta Wealth Advisors
Indiana
$1.11M +$1.04M +20,811 New

SPMD Hedge Fund Activity: Q1 2024 in Review

567 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2024, worth a combined $8.59B — up 107% from $4.16B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPMD positions and 28 closed out — a net gain of 32 holders — while 232 added to existing stakes and 201 trimmed.

The largest buyer was Betterment LLC, opening a new position worth an estimated $722M. The largest seller was Morgan Stanley, cutting an estimated $135M.

  • 567 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2024, up from 548 in Q4 2023.
  • Funds reported $8.59B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2024, up 107% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2024 and 28 closed out, a net change of +32 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2024 was Betterment LLC, an estimated $722M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2024.