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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
LCGC
576
Legacy Capital Group California
California
-$774K -15,895 Closed
PWM
577
Penobscot Wealth Management
Maine
-$748K -15,353 Closed
IAA
578
Independent Advisor Alliance
North Carolina
-$515K -11,125 Closed
CCG
579
Capital CS Group
California
-$450K -9,242 Closed
WWS
580
Wellington Wealth Strategies
Indiana
-$333K -6,825 Closed
CCM
581
Crabel Capital Management
California
-$326K -6,694 Closed
SAG
582
SageView Advisory Group
California
-$287K -5,890 Closed
ECA
583
Elevated Capital Advisors
Utah
-$285K -5,845 Closed
MWM
584
Meridian Wealth Management
Kentucky
-$271K -5,567 Closed
FC
585
Financial Consulate
Maryland
-$270K -5,551 Closed
PA
586
Procyon Advisors
Connecticut
-$220K -4,508 Closed
CCM
587
Crew Capital Management
Ohio
-$215K -4,406 Closed
TRCT
588
Tower Research Capital (TRC)
New York
-$212K -4,350 Closed
MA
589
MCF Advisors
Kentucky
-$64.2K -1,318 Closed
RIM
590
Rockbridge Investment Management
New York
-$28.2K -579 Closed
BFEC
591
Benjamin F. Edwards & Company
Missouri
-$26K -525 Closed
FBC
592
Fairfield, Bush & Co
Connecticut
-$23.1K -475 Closed
GA
593
GoalVest Advisory
New York
-$8.67K -178 Closed
GI
594
Gradient Investments
Minnesota
-$6.63K -136 Closed
CMAI
595
Capital Management Associates Inc
Minnesota
-$386K -49 Closed
CI
596
Cordant Inc
Oregon
-$731 -15 Closed

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.