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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
SCM
51
Sollinda Capital Management
Florida
$16.3M +$3.61M +72,674 +31%
NSAM
52
North Star Asset Management
Wisconsin
$15.8M +$6.82M +137,054 +86%
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$15.1M +$1.68M +33,805 +14%
W
54
Wealthquest
Ohio
$15M +$220K +4,424 +2%
HPC
55
HM Payson & Co
Maine
$14.8M +$6.62M +133,183 +93%
WA
56
Waverly Advisors
Alabama
$14.7M +$11.5M +230,362 +500%
DJSG
57
D.J. St. Germain
Massachusetts
$14.6M +$705K +14,181 +5%
IWM
58
IHT Wealth Management
Illinois
$14.1M -$1.65M -33,247 -11%
CNC
59
Citizens & Northern Corp
Pennsylvania
$13.6M +$4.13M +83,056 +48%
TC
60
TownSquare Capital
Utah
$13.6M +$1.64M +32,889 +15%
RIS
61
Retirement Income Solutions
Michigan
$13.4M +$260K +5,233 +2%
TPSF
62
Texas Permanent School Fund
Texas
$13.4M -$10.2M -205,843 -45%
NPI
63
New Perspectives Inc
Mississippi
$12.9M +$12M +241,106 New
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$12M +$1.97M +39,709 +21%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$11.2M +$8.91M +179,160 +573%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$11.2M -$9.31M -187,182 -47%
HSWS
67
Higgins & Schmidt Wealth Strategies
Colorado
$11.1M +$272K +5,476 +3%
Mariner
68
Mariner
Kansas
$11M +$990K +19,911 +11%
ACM
69
Advance Capital Management
Michigan
$10.8M -$2.13M -42,876 -17%
TC
70
Trilogy Capital
California
$10.8M +$120K +2,422 +1%
FIBT
71
First International Bank & Trust
North Dakota
$10.6M -$13.1M -262,795 -57%
BCI
72
Brinker Capital Investments
Pennsylvania
$10.6M +$7M +140,833 +243%
OPS
73
Orion Portfolio Solutions
Nebraska
$10.6M +$7M +140,833 +243%
WCM
74
Windsor Capital Management
Arizona
$10.5M -$284K -5,714 -3%
GWM
75
Geneos Wealth Management
Colorado
$10.5M -$3.91M -78,625 -28%

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.