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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
JP Morgan Chase
151
JP Morgan Chase
New York
$3.59M +$680K +13,678 +26%
VIM
152
Vista Investment Management
Pennsylvania
$3.57M -$15.9K -320 -0.5%
Stifel Financial
153
Stifel Financial
Missouri
$3.45M +$401K +8,056 +14%
MA
154
MJP Associates
Connecticut
$3.4M +$1.85M +37,227 +140%
AO
155
Advisor OS
Illinois
$3.4M +$1.69M +33,968 +114%
MFT
156
Moisand Fitzgerald Tamayo
Florida
$3.37M -$1.11M -22,355 -26%
AFS
157
Annapolis Financial Services
Maryland
$3.35M -$45.7K -919 -1%
EDRIA
158
Edmonds Duncan Registered Investment Advisors
Kansas
$3.29M +$48.9K +983 +2%
CCT
159
Chemung Canal Trust
New York
$3.25M
WMR
160
Wealth Management Resources
Rhode Island
$3.25M +$379K +7,620 +14%
OWA
161
ORBA Wealth Advisors
Illinois
$3.22M +$178K +3,572 +6%
RFA
162
Register Financial Advisors
Georgia
$3.22M +$73.6K +1,480 +3%
T
163
TrueFG
Texas
$3.1M +$256K +5,139 +10%
VPP
164
Vertex Planning Partners
Illinois
$3.09M -$47.5K -955 -2%
CPIG
165
Chicago Partners Investment Group
Illinois
$3.09M +$357K +7,181 +13%
SFC
166
Strategic Financial Concepts
Texas
$3.08M -$448K -9,003 -14%
GF
167
Goodman Financial
Texas
$2.99M +$237K +4,774 +9%
RFG
168
Range Financial Group
Oregon
$2.97M +$43.9K +882 +2%
SA
169
Scarborough Advisors
Maryland
$2.94M -$37.2K -748 -1%
CI
170
Cavalier Investments
Georgia
$2.94M
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$2.93M -$97.9K -1,969 -3%
DC
172
Destiny Capital
Colorado
$2.92M -$118K -2,375 -4%
BC
173
Brio Consultants
California
$2.91M -$84.5K -1,699 -3%
NC
174
NovaPoint Capital
Georgia
$2.91M -$637K -12,813 -19%
EWM
175
Evermay Wealth Management
Virginia
$2.91M -$81.3K -1,635 -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.