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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
CAL
426
Capital Advisors Ltd
Ohio
$272K
ACM
427
Altrius Capital Management
North Carolina
$271K -$10.7K -216 -4%
PP
428
Pegasus Partners
Wisconsin
$270K +$15.2K +306 +6%
BCM
429
Brookstone Capital Management
Illinois
$269K -$54.3K -1,091 -18%
TP
430
Tranquility Partners
Tennessee
$268K
SWA
431
Sax Wealth Advisors
New Jersey
$268K
Franklin Resources
432
Franklin Resources
California
$268K
ORG
433
Optimist Retirement Group
Washington
$266K -$26.5K -533 -10%
MWM
434
Mattern Wealth Management
Kansas
$262K
JFG
435
JDM Financial Group
Texas
$262K +$50 +1 +0%
SFG
436
Sovereign Financial Group
Connecticut
$260K +$50 +1 +0%
AA
437
Alesco Advisors
New York
$259K +$242K +4,861 New
PWA
438
PCG Wealth Advisors
Kansas
$258K
IFG
439
Independent Financial Group
California
$256K -$30.7K -618 -11%
MSAM
440
Moloney Securities Asset Management
Missouri
$256K +$199 +4 +0.1%
AWM
441
Apollon Wealth Management
South Carolina
$255K +$1.64K +33 +0.7%
HWM
442
HB Wealth Management
Georgia
$254K -$90.7K -1,824 -28%
Baird Financial Group
443
Baird Financial Group
Wisconsin
$252K +$235K +4,729 New
RBFC
444
Roman Butler Fullerton & Co
Missouri
$252K +$696 +14 +0.3%
SFP
445
Shepherd Financial Partners
Massachusetts
$251K +$234K +4,708 New
PFA
446
Pinnacle Family Advisors
Missouri
$250K +$233K +4,682 New
NG
447
Norden Group
Utah
$244K +$228K +4,577 New
NWM
448
Napa Wealth Management
California
$241K -$93.3K -1,875 -29%
BP
449
Ballentine Partners
Massachusetts
$238K
MOS
450
MGO One Seven
Ohio
$234K +$696 +14 +0.3%

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.