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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
BFWA
276
Benchmark Financial Wealth Advisors
Florida
$4.81M +$225K +384 +5%
ANTB
277
AMG National Trust Bank
Colorado
$4.78M +$2.93K +5 +0.1%
FF
278
Finley Financial
Nevada
$4.76M +$4.78M +8,150 New
MIC
279
Meridian Investment Counsel
California
$4.75M +$2.03M +3,455 +71%
EH
280
Equitable Holdings
New York
$4.67M +$882K +1,504 +22%
HCM
281
Highview Capital Management
Illinois
$4.66M +$32.2K +55 +0.7%
BC
282
Barrett & Company
Rhode Island
$4.62M +$42.2K +72 +0.9%
KFP
283
KMG Fiduciary Partners
Ohio
$4.6M -$106K -181 -2%
MWM
284
Modera Wealth Management
New Jersey
$4.6M -$44.5K -76 -0.9%
CL
285
Choreo LLC
Illinois
$4.58M -$18.8K -32 -0.4%
BRG
286
Bay Rivers Group
Virginia
$4.58M +$37.5K +64 +0.8%
QC
287
Quadrature Capital
United Kingdom
$4.52M +$4.66M +7,943 New
CHJWM
288
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.52M +$46.3K +79 +1%
SCG
289
Sonata Capital Group
Washington
$4.52M +$203K +346 +5%
IFPG
290
Intrepid Financial Planning Group
Indiana
$4.49M -$56.3K -96 -1%
KFGK
291
Keystone Financial Group (Kentucky)
Kentucky
$4.49M +$1.09M +1,868 +31%
LNWWM
292
Laird Norton Wetherby Wealth Management
California
$4.44M -$10.6K -18 -0.2%
HI
293
Harbour Investments
Wisconsin
$4.4M +$36.3K +62 +0.8%
WC
294
Weil Company
California
$4.39M +$586 +1 +0%
EK
295
Evensky & Katz
Florida
$4.38M -$41.6K -71 -0.9%
KeyBank National Association
296
KeyBank National Association
Ohio
$4.37M -$14.7K -25 -0.3%
OC
297
Oppenheimer & Co
New York
$4.37M +$158K +270 +4%
PWM
298
Perigon Wealth Management
California
$4.37M -$14.1K -24 -0.3%
PFS
299
Prospera Financial Services
Texas
$4.3M +$565K +964 +15%
ATPW
300
Ashton Thomas Private Wealth
Arizona
$4.3M -$39.9K -68 -0.9%