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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
BPWM
251
Badgley Phelps Wealth Managers
Washington
$5.4M +$194K +331 +4%
CPA
252
Court Place Advisors
Maryland
$5.4M -$175K -299 -3%
TRSOTSOK
253
Teachers Retirement System of the State of Kentucky
Kentucky
$5.38M
BONH
254
Bank of New Hampshire
New Hampshire
$5.37M -$190K -324 -3%
BPA
255
Beacon Pointe Advisors
California
$5.37M +$306K +522 +6%
M
256
MOTCO
Texas
$5.33M -$49.2K -84 -0.9%
CTC
257
Central Trust Company
Missouri
$5.32M -$24K -41 -0.4%
NCG
258
Newport Capital Group
New Jersey
$5.32M +$155K +265 +3%
BF
259
BOK Financial
Oklahoma
$5.3M -$138K -235 -2%
HSBC Holdings
260
HSBC Holdings
United Kingdom
$5.28M +$43.4K +74 +0.8%
CGH
261
CMG Global Holdings
Texas
$5.27M +$266K +454 +5%
BWP
262
Balboa Wealth Partners
Arizona
$5.19M
AWM
263
Apollon Wealth Management
South Carolina
$5.17M +$1.49M +2,536 +39%
SF
264
Summit Financial
New Jersey
$5.13M +$567K +967 +12%
CCFCSB
265
Cape Cod Five Cents Savings Bank
Massachusetts
$5.13M
FPAS
266
Focus Partners Advisor Solutions
Missouri
$5.06M -$363K -619 -7%
Jane Street
267
Jane Street
New York
$5.05M +$5.19M +8,861 New
AF
268
Allworth Financial
California
$5.04M -$1.76K -3 -0%
TT
269
TI-Trust
Illinois
$4.98M +$18.8K +32 +0.4%
ABC
270
Associated Banc-Corp
Wisconsin
$4.96M -$196K -334 -4%
SWP
271
Sagespring Wealth Partners
Tennessee
$4.96M +$5.11M +8,711 New
Financial Engines Advisors
272
Financial Engines Advisors
California
$4.96M -$194K -331 -4%
NC
273
NBW Capital
Massachusetts
$4.91M -$45.7K -78 -0.9%
WJWM
274
Williams Jones Wealth Management
New York
$4.91M -$1.66M -2,838 -25%
MMHP
275
Murphy Middleton Hinkle & Parker
Georgia
$4.81M +$127K +216 +3%