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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
TFCP
301
Twin Focus Capital Partners
Massachusetts
$768K
SIC
302
Sterling Investment Counsel
New York
$762K +$53.3K +1,072 +8%
FIM
303
Fernwood Investment Management
Massachusetts
$759K -$50 -1 -0%
EFL
304
ERn Financial LLC
Wisconsin
$754K +$13.7K +276 +2%
WFAG
305
Worth Financial Advisory Group
North Carolina
$751K +$146K +2,932 +26%
T
306
Tidemark
California
$750K -$63.3K -1,272 -8%
GL
307
Graypoint LLC
New York
$749K
MA
308
MONECO Advisors
Connecticut
$747K +$299K +6,002 +75%
MWM
309
MGB Wealth Management
Texas
$747K +$2.54K +51 +0.4%
LA
310
Lifeworks Advisors
Michigan
$741K -$19.3K -389 -3%
APP
311
Avantax Planning Partners
Iowa
$740K +$8.21K +165 +1%
RPCONE
312
Retirement Planning Company of New England
Rhode Island
$738K +$54.8K +1,101 +9%
SMA
313
Sage Mountain Advisors
Georgia
$736K +$84.2K +1,693 +14%
RSA
314
River Street Advisors
Illinois
$735K +$21.4K +430 +3%
WAM
315
Worth Asset Management
Texas
$727K +$678K +13,627 New
CAG
316
Csenge Advisory Group
Florida
$715K -$34.3K -690 -5%
APW
317
Austin Private Wealth
Texas
$708K +$117K +2,346 +21%
RPSA
318
Richard P. Slaughter Associates
Texas
$705K +$658K +13,225 New
KWA
319
Kingswood Wealth Advisors
California
$697K +$362K +7,276 +126%
VC
320
Vicus Capital
Pennsylvania
$697K +$31.9K +642 +5%
SMC
321
Smith, Moore & Co
Missouri
$692K -$1.64K -33 -0.3%
MCC
322
Money Concepts Capital
Florida
$684K +$167K +3,352 +35%
WPC
323
White Pine Capital
Minnesota
$678K
ZCM
324
Ziegler Capital Management
Illinois
$660K +$1.44K +29 +0.2%
PA
325
PFG Advisors
Arizona
$656K +$94.2K +1,895 +18%

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.