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State Street SPDR S&P MIDCAP 400 ETF Trust

1,402 hedge funds and large institutions have $15.1B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 386 increasing their positions, 422 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 53

58% more call options, than puts

Call options by funds: $463M | Put options by funds: $292M

25% more funds holding in top 10

Funds holding in top 10: 5164 (+13)

7% more capital invested

Capital invested by funds: $14B → $15.1B (+$1.04B)

7% more funds holding

Funds holding: 1,3131,402 (+89)

9% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 422

3.76% less ownership

Funds ownership: 65.63%61.87% (-3.8%)

Holders
1,402
Holders Change
+89
Holders Change %
+6.78%
% of All Funds
18.47%
Holding in Top 10
64
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25.49%
% of All Funds
0.84%
New
173
Increased
386
Reduced
422
Closed
53
Calls
$463M
Puts
$292M
Net Calls
+$171M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
DPI
226
Diversified Portfolios Inc
Michigan
$6.17M -$26.4K -45 -0.4%
SA
227
Sanctuary Advisors
Indiana
$6.16M +$39.9K +68 +0.7%
ATC
228
Adirondack Trust Company
New York
$6.16M +$27.5K +47 +0.4%
RIS
229
Retirement Income Solutions
Michigan
$6.12M -$5.28K -9 -0.1%
AIP
230
Alexis Investment Partners
Texas
$6.09M +$6.28M +10,719 New
LIM
231
Leavell Investment Management
Alabama
$6.08M -$34K -58 -0.5%
HFS
232
Hopwood Financial Services
Virginia
$5.98M +$6.15M +10,500 New
ITC
233
Inspire Trust Company
Nevada
$5.98M -$775K -1,322 -11%
OAM
234
Oppenheimer Asset Management
New York
$5.97M +$6.14M +10,480 New
IC
235
IEQ Capital
California
$5.97M +$70.3K +120 +1%
LPAM
236
Lodestar Private Asset Management
California
$5.96M +$199K +339 +3%
WSFS
237
Wilmington Savings Fund Society
Delaware
$5.9M -$9.96K -17 -0.2%
GF
238
Gries Financial
Ohio
$5.85M -$45.1K -77 -0.7%
Bank of Nova Scotia
239
Bank of Nova Scotia
Ontario, Canada
$5.85M +$4.27M +7,287 +244%
DWP
240
Daymark Wealth Partners
Ohio
$5.79M +$170K +290 +3%
RC
241
RBF Capital
California
$5.7M
WA
242
Wilmar Advisors
Florida
$5.7M +$5.86M +10,000 New
RCA
243
Resonant Capital Advisors
Wisconsin
$5.56M
PAM
244
Peak Asset Management
Colorado
$5.55M -$1.17K -2 -0%
FLPIM
245
F.L. Putnam Investment Management
Massachusetts
$5.53M -$209K -357 -4%
FCM
246
Firestone Capital Management
Florida
$5.51M -$101K -172 -2%
CCM
247
Colorado Capital Management
Colorado
$5.51M -$1.83M -3,128 -24%
MFA
248
Mayflower Financial Advisors
Massachusetts
$5.5M -$25.2K -43 -0.4%
TRCT
249
Tower Research Capital (TRC)
New York
$5.42M -$8.32M -14,197 -60%
GSC
250
G&S Capital
Colorado
$5.41M +$254K +434 +5%