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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
AA
276
Advisory Alpha
Michigan
$924K -$9.1M -182,958 -91%
AWM
277
Axxcess Wealth Management
California
$922K -$262K -5,272 -23%
HAS
278
HBW Advisory Services
California
$919K
AFG
279
Arkansas Financial Group
Arkansas
$912K +$25.6K +515 +3%
SEA
280
Stegent Equity Advisors
Texas
$908K +$305K +6,133 +56%
TFP
281
Tilia Fiduciary Partners
North Carolina
$906K +$208K +4,175 +33%
UWM
282
USAdvisors Wealth Management
Minnesota
$895K +$9.55K +192 +1%
NWMG
283
National Wealth Management Group
Ohio
$893K +$39.7K +799 +5%
KAS
284
Kestra Advisory Services
Texas
$891K -$52.2K -1,050 -6%
Bessemer Group
285
Bessemer Group
New Jersey
$889K -$1.89K -38 -0.2%
DWM
286
Denver Wealth Management
Colorado
$882K +$34.4K +692 +4%
CFMC
287
Curbstone Financial Management Corp
New Hampshire
$867K +$92K +1,850 +13%
FMN
288
Financial Management Network
California
$866K -$111K -2,235 -12%
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$862K +$265K +5,335 +49%
HGERS
290
Householder Group Estate & Retirement Specialist
Arizona
$861K +$11.2K +225 +1%
JPG
291
Jordan Park Group
California
$858K
CIR
292
Clear Investment Research
Georgia
$854K +$67.4K +1,355 +9%
FLPIM
293
F.L. Putnam Investment Management
Massachusetts
$807K -$77.2K -1,553 -9%
MWAM
294
Manhattan West Asset Management
California
$803K -$250K -5,024 -25%
Truist Financial
295
Truist Financial
North Carolina
$803K -$4.03K -81 -0.5%
AFG
296
Atomi Financial Group
New York
$794K +$209K +4,195 +39%
FFW
297
Fusion Family Wealth
New York
$794K
CA
298
Cetera Advisors
Colorado
$794K -$194K -3,908 -21%
OGF
299
Orin Green Financial
California
$775K -$724K -14,558 Closed
GP
300
Girard Partners
Pennsylvania
$770K +$718K +14,442 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.