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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
RJA
126
Raymond James & Associates
Florida
$5.58M +$673K +13,540 +15%
LFPWM
127
Leicht Financial Planning & Wealth Management
New Jersey
$5.57M -$394K -7,927 -7%
CIC
128
Carnegie Investment Counsel
Ohio
$5.51M +$325K +6,532 +7%
MFG
129
Merit Financial Group
Georgia
$5.37M +$218K +4,382 +4%
VAS
130
Vestmark Advisory Solutions
Massachusetts
$5.34M +$4.98M +100,104 New
MFA
131
Millington Financial Advisors
Illinois
$5.32M +$244K +4,897 +5%
AWA
132
ARQ Wealth Advisors
Arizona
$5.05M +$120K +2,418 +3%
B
133
Bensler
Washington
$4.92M -$25.4K -511 -0.6%
FFA
134
Founders Financial Alliance
North Carolina
$4.91M +$4.35M +87,366 +1,830%
Goldman Sachs
135
Goldman Sachs
New York
$4.83M -$3.88M -78,070 -46%
OC
136
Oarsman Capital
Wisconsin
$4.81M +$1.74M +35,086 +64%
LWMG
137
Levy Wealth Management Group
Pennsylvania
$4.66M
IA
138
IFG Advisory
Georgia
$4.66M -$825K -16,594 -16%
OWA
139
Octavia Wealth Advisors
Ohio
$4.58M +$3.68M +74,008 +621%
RCA
140
Resonant Capital Advisors
Wisconsin
$4.57M -$33.3K -669 -0.8%
ACM
141
Anfield Capital Management
California
$4.54M -$3.7M -74,347 -47%
ECM
142
Exchange Capital Management
Michigan
$4.53M +$3.76M +75,537 +805%
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$4.38M -$67.9K -1,366 -2%
Cerity Partners
144
Cerity Partners
New York
$4.35M -$95.8K -1,926 -2%
MWM
145
Modera Wealth Management
New Jersey
$4.11M -$115K -2,304 -3%
FFA
146
Farther Finance Advisors
California
$4.09M +$1.28M +25,695 +50%
AFP
147
Ausdal Financial Partners
Iowa
$3.9M +$25K +503 +0.7%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.86M +$1.83M +36,790 +103%
PFA
149
Pure Financial Advisors
California
$3.84M -$87.4K -1,757 -2%
FHA
150
Flagship Harbor Advisors
Massachusetts
$3.81M -$2.05M -41,279 -37%

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.