# SPDR SPX4 ETF S&P 400 Mid Caps **URL:** \ **Category:** General\ **Created:** [19 January 2025 12:02 UTC](https://community.investengine.com/t/spdr-spx4-etf-s-p-400-mid-caps/2130 "2025-01-19T12:02:48Z")\ **Posts on this page:** 11\ **Page:** 1
**Author:** ![Gandalf](https://avatars.discourse-cdn.com/v4/letter/g/59ef9b/32.png) [@Gandalf](https://community.investengine.com/u/Gandalf)\ **Post date:** [19 January 2025 12:02 UTC](https://community.investengine.com/t/spdr-spx4-etf-s-p-400-mid-caps/2130/1 "2025-01-19T12:02:48Z")
This looks like a solid ETF to diversify my current US only portfolio… I am not so interested in small caps How much does the S&P 400 represent of the total US stock market, is it 7%? Would a 10% allocation sound about right? Many thanks 🙏 ---
**Author:** ![Carl](https://avatars.discourse-cdn.com/v4/letter/c/ee7513/32.png) [@Carl](https://community.investengine.com/u/Carl)\ **Post date:** [19 January 2025 12:38 UTC](https://community.investengine.com/t/spdr-spx4-etf-s-p-400-mid-caps/2130/2 "2025-01-19T12:38:39Z")
Check this out bud: > **[Untangling How Index Providers Break Down the U.S. Market by Size](https://my.morningstar.com/my/news/190335/untangling-how-index-providers-break-down-the-us-market-by-size.aspx)** > > One size does not fit all when it comes to how index providers segment the U.S. equity market. ---
**Author:** ![Gandalf](https://avatars.discourse-cdn.com/v4/letter/g/59ef9b/32.png) [@Gandalf](https://community.investengine.com/u/Gandalf)\ **Post date:** [19 January 2025 13:30 UTC](https://community.investengine.com/t/spdr-spx4-etf-s-p-400-mid-caps/2130/3 "2025-01-19T13:30:06Z")
That’s really interesting. Shame we don’t have a total US stock market ETF. I think Vanguard do a Total Stock OEIC that’s another £1000 a share. ---
**Author:** ![Carl](https://avatars.discourse-cdn.com/v4/letter/c/ee7513/32.png) [@Carl](https://community.investengine.com/u/Carl)\ **Post date:** [19 January 2025 15:08 UTC](https://community.investengine.com/t/spdr-spx4-etf-s-p-400-mid-caps/2130/4 "2025-01-19T15:08:32Z")
I think the Vanguard total US stock market ETF is VTI but I don’t think you can get that in the UK. If you don’t want small cap, you could get iShares CU1. It’s available on here. ---
**Author:** ![Scarface](https://avatars.discourse-cdn.com/v4/letter/s/e56c9b/32.png) [@Scarface](https://community.investengine.com/u/Scarface)\ **Post date:** [19 January 2025 18:35 UTC](https://community.investengine.com/t/spdr-spx4-etf-s-p-400-mid-caps/2130/5 "2025-01-19T18:35:43Z")
Yeah I’m in that vanguard U.S equity index fund, you can pay any amount over £25 into the fund. Not like other vanguard funds were you have to buy full shares and there’s always a few pounds left over after the transaction U.S. Equity Index Fund (VUSEIDA). ---
**Author:** ![Gandalf](https://avatars.discourse-cdn.com/v4/letter/g/59ef9b/32.png) [@Gandalf](https://community.investengine.com/u/Gandalf)\ **Post date:** [20 January 2025 16:10 UTC](https://community.investengine.com/t/spdr-spx4-etf-s-p-400-mid-caps/2130/6 "2025-01-20T16:10:48Z")
Ok thanks for that 👍 ---
**Author:** ![Tractorboy](https://avatars.discourse-cdn.com/v4/letter/t/ea666f/32.png) [@Tractorboy](https://community.investengine.com/u/Tractorboy)\ **Post date:** [21 January 2025 09:10 UTC](https://community.investengine.com/t/spdr-spx4-etf-s-p-400-mid-caps/2130/7 "2025-01-21T09:10:46Z")
Why dont you go global for greater diversification? ---
**Author:** ![Trees](https://avatars.discourse-cdn.com/v4/letter/t/85f322/32.png) [@Trees](https://community.investengine.com/u/Trees)\ **Post date:** [21 January 2025 09:31 UTC](https://community.investengine.com/t/spdr-spx4-etf-s-p-400-mid-caps/2130/8 "2025-01-21T09:31:36Z")
I think the TER is a bit high, 0.3. While SPDR S&P 500 only 0.03 , and VHVG is 0.12 ---
**Author:** ![Gandalf](https://avatars.discourse-cdn.com/v4/letter/g/59ef9b/32.png) [@Gandalf](https://community.investengine.com/u/Gandalf)\ **Post date:** [21 January 2025 21:18 UTC](https://community.investengine.com/t/spdr-spx4-etf-s-p-400-mid-caps/2130/9 "2025-01-21T21:18:51Z")
Fidelity do this fund so I am going to start an ISA with them ---
**Author:** ![Pinch](https://avatars.discourse-cdn.com/v4/letter/p/ba9def/32.png) [@Pinch](https://community.investengine.com/u/Pinch)\ **Post date:** [22 January 2025 13:53 UTC](https://community.investengine.com/t/spdr-spx4-etf-s-p-400-mid-caps/2130/10 "2025-01-22T13:53:11Z")
@Gandalf Morning 👋 😀, I think this ETF is now available - just found it in the recently added section: ![image](https://europe1.discourse-cdn.com/flex017/uploads/investengine/original/2X/6/6f1f8f935309729807a0d8b773488010e791ff7a.png) ![image](https://europe1.discourse-cdn.com/flex017/uploads/investengine/original/2X/5/5d1f7bca7d26570d053e6af6e4acc3a8a12d511d.png) ---
**Author:** ![Haggis\_Mince](https://dub1.discourse-cdn.com/flex017/user_avatar/community.investengine.com/haggis_mince/32/259_2.png) [@Haggis\_Mince](https://community.investengine.com/u/Haggis_Mince)\ **Post date:** [25 January 2025 09:04 UTC](https://community.investengine.com/t/spdr-spx4-etf-s-p-400-mid-caps/2130/11 "2025-01-25T09:04:03Z")
If you search for the SSGA homepage about SPX4 you’ll see a banner headline at the top of SSGA website highlighting ERI revisions they have retrospectively made! > **[SPY4 | SPY4 : SPDR® S&P® 400 U.S. Mid Cap UCITS ETF (Acc)](https://www.ssga.com/uk/en_gb/institutional/etfs/spdr-sp-400-us-mid-cap-ucits-etf-acc-spy4-gy)** > > The objective of the Fund is to track the performance of mid-sized U.S. companies. ![ssgas](https://europe1.discourse-cdn.com/flex017/uploads/investengine/original/2X/7/79413731e8206d07a09946cea622bd9dbca1aea7.png) So if you hold (almost) any State Street Accumulating ETFs over the last 4 years you may have to re-quote your ERI figures on your self assessment? Don’t file a self assessment? Well, HMRC are cracking down so don’t be surprised if they retroactively come for you. Pitfalls of Accumulating ETFs outside of tax wrappers? Well, this. Want the growth that comes with Acc funds? Yeah, me too! This is one of those unintended consequences you need to look out for. Not just retrospective revisions - but also the very fact HMRC are focussing on ERI as an obvious revenue source as ETFs popularity grow. Does IE provide any ERI data or are we on our own? Which is not entirely illogical – I don’t want IE to file my tax return I just want ERI data to hand so I don’t have to go to 23 websites, download each csv, cross ref my transactions (as it is on a holding qty AT a date in time) and calculate my excess dividend I am deemed to have had within the increase share price that should be reported as income rather than growth/capital in HMRCs view.