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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
BW
401
Bison Wealth
Georgia
$349K -$4.38K -88 -1%
GWAG
402
Garrett Wealth Advisory Group
Texas
$349K +$4.48K +90 +1%
WIA
403
World Investment Advisors
California
$341K -$17.6K -353 -6%
ES
404
ETF Store
Kansas
$333K +$3.98K +80 +1%
IFPG
405
Intrepid Financial Planning Group
Indiana
$319K +$1.64K +33 +0.6%
WCM
406
Wealthcare Capital Management
Virginia
$316K -$67.3K -1,353 -19%
SFP
407
Strategic Financial Planning
Texas
$314K +$4.87K +98 +2%
OPA
408
Old Port Advisors
Maine
$310K -$8.7K -175 -3%
EA
409
Eclectic Associates
California
$304K +$5.82K +117 +2%
LWMNY
410
Landmark Wealth Management (New York)
New York
$298K -$10.9K -219 -4%
TWP
411
Tyche Wealth Partners
Texas
$297K +$277K +5,577 New
EWA
412
EverSource Wealth Advisors
Alabama
$297K +$295K +5,923 New
WI
413
Wintrust Investments
Illinois
$296K
CA
414
Claro Advisors
Massachusetts
$296K +$895 +18 +0.3%
BWP
415
Balboa Wealth Partners
Arizona
$292K +$11.2K +226 +4%
ICG
416
InterOcean Capital Group
Tennessee
$287K -$115K -2,304 -30%
FG
417
Fiduciary Group
Georgia
$286K +$22.7K +457 +9%
HSA
418
HBK Sorce Advisory
Pennsylvania
$285K
CA
419
Continuum Advisory
Idaho
$285K -$141K -2,828 -34%
HIA
420
Harbor Investment Advisory
Maryland
$282K +$263K +5,281 New
GFWA
421
Grey Fox Wealth Advisors
Delaware
$281K +$348 +7 +0.1%
SSB
422
Sandy Spring Bank
Maryland
$279K +$14.7K +295 +6%
Mercer Global Advisors
423
Mercer Global Advisors
Colorado
$276K -$174K -3,501 -40%
DI
424
Diligent Investors
California
$276K
Renaissance Technologies
425
Renaissance Technologies
New York
$272K -$900K -18,100 -78%

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.