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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
RCA
326
Ranch Capital Advisors
Florida
$650K +$13.8K +278 +2%
HIF
327
Hill Island Financial
Michigan
$622K +$945 +19 +0.2%
FEG
328
Financial Enhancement Group
Indiana
$622K -$13.1K -263 -2%
AF
329
Aldebaran Financial
$611K -$393K -7,900 -41%
GWM
330
GSB Wealth Management
Connecticut
$610K +$99 +2 +0%
HPA
331
High Probability Advisors
New York
$602K +$14.4K +290 +3%
CB
332
Commerce Bank
Missouri
$599K
CCM
333
Coldstream Capital Management
Washington
$597K
AF
334
Apollon Financial
South Carolina
$593K -$116K -2,336 -17%
SAS
335
SMI Advisory Services
Indiana
$592K -$60.7K -1,221 -10%
BWM
336
BCS Wealth Management
Tennessee
$589K +$18.4K +369 +3%
SP
337
Stablepoint Partners
Massachusetts
$584K +$106K +2,141 +24%
AWA
338
Arkadios Wealth Advisors
Georgia
$579K +$29.8K +600 +6%
GS
339
GTS Securities
New York
$577K -$273K -5,499 -34%
CF
340
Convergence Financial
Missouri
$572K +$160K +3,221 +43%
STA
341
Summit Trail Advisors
New York
$567K
Fidelity Investments
342
Fidelity Investments
Massachusetts
$566K +$225K +4,530 +75%
PWM
343
Power Wealth Management
Georgia
$562K +$137K +2,757 +35%
FWP
344
Falcon Wealth Planning
California
$556K -$30.7K -618 -6%
IC
345
IEQ Capital
California
$544K -$17.7K -356 -3%
HVIA
346
Hudson Valley Investment Advisors
New York
$538K -$57.7K -1,161 -10%
ARC
347
Advisor Resource Council
Texas
$537K -$9.77M -196,353 -95%
BG
348
Benedetti & Gucer
Georgia
$531K +$1.19K +24 +0.2%
BWFA
349
Baltimore-Washington Financial Advisors
Maryland
$529K -$12.4K -250 -2%
GFPC
350
Global Financial Private Client
Florida
$525K +$3.48K +70 +0.7%

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.