State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
569 hedge funds and large institutions have $8.58B 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, 234 increasing their positions, 199 reducing their positions, and 29 closing their positions.
320% more capital inflows, than outflows
Capital inflows: $1.37B | Capital outflows: $325M
107% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 29
18% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 199
3% more funds holding
Funds holding: 551 → 569 (+18)
0.56% less ownership
Funds ownership: 86.5% → 85.94% (-0.56%)
4% less funds holding in top 10
Funds holding in top 10: 46 → 44 (-2)
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 |
HHM Wealth Advisors
Chattanooga,
Tennessee
|
+$23.7M |
| 5 |
First National Trust
Hermitage,
Pennsylvania
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
-$58.7M |
| 2 |
Koss-Olinger Consulting
Gainesville,
Florida
|
-$34.5M |
| 3 |
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$24.3M |
| 4 |
AE Wealth Management
Topeka,
Kansas
|
-$21.7M |
| 5 |
First International Bank & Trust
Watford City,
North Dakota
|
-$13.1M |
SPMD Hedge Fund Activity: Q1 2024 in Review
569 of the 6,965 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 $8.58B — up 119% from $3.92B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SPMD positions and 29 closed out — a net gain of 31 holders — while 234 added to existing stakes and 199 trimmed.
The largest buyer was Betterment LLC, opening a new position worth an estimated $722M. The largest seller was Syntegra Private Wealth Group, cutting an estimated $58.7M.
- 569 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2024, up from 551 in Q4 2023.
- Funds reported $8.58B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2024, up 119% quarter-over-quarter.
- 60 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2024 and 29 closed out, a net change of +31 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 Syntegra Private Wealth Group, an estimated $58.7M sold.
Based on aggregated 13F filings for Q1 2024.