State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
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.
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: 548 → 567 (+19)
2% less funds holding in top 10
Funds holding in top 10: 44 → 43 (-1)
3.97% less ownership
Funds ownership: 89.97% → 86% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$722M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$195M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$58.4M |
| 4 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
+$23.7M |
| 5 |
FNT
First National Trust
Hermitage,
Pennsylvania
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$135M |
| 2 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$132M |
| 3 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
-$58.7M |
| 4 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$34.5M |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$24.3M |
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.