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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
HFRG
301
Houlihan Financial Resource Group
Virginia
$4.23M -$98.5K -168 -2%
NA
302
NewEdge Advisors
Louisiana
$4.22M +$67.4K +115 +2%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$4.21M -$78K -133 -2%
SWM
304
Segment Wealth Management
Texas
$4.2M -$64.5K -110 -1%
NSIM
305
North Star Investment Management
Illinois
$4.2M -$11.7K -20 -0.3%
AGAM
306
Audent Global Asset Management
California
$4.2M +$958K +1,635 +29%
MFG
307
Midwest Financial Group
Kansas
$4.13M +$15.8K +27 +0.4%
BCG
308
Breakwater Capital Group
New Jersey
$4.09M -$4.1K -7 -0.1%
JFG
309
JMG Financial Group
Illinois
$4.08M +$92.6K +158 +2%
FTUS
310
Flow Traders U.S.
New York
$4.05M +$1.74M +2,969 +72%
OIA
311
OneDigital Investment Advisors
Kansas
$4.05M
HTC
312
Haverford Trust Company
Pennsylvania
$4.04M -$58.6K -100 -1%
RMDI
313
R.M. Davis Inc
Maine
$4.03M +$118K +201 +3%
SCA
314
Snowden Capital Advisors
New York
$3.98M +$919K +1,568 +29%
WCM
315
Washburn Capital Management
Florida
$3.92M +$36.9M +62,980 New
RIG
316
Renaissance Investment Group
Massachusetts
$3.92M -$129K -220 -3%
PWM
317
Paulson Wealth Management
Illinois
$3.91M +$125K +213 +3%
USB
318
Union Savings Bank
Connecticut
$3.88M -$8.21K -14 -0.2%
BA
319
Bristlecone Advisors
Washington
$3.83M -$14.7K -25 -0.4%
USCWA
320
U.S. Capital Wealth Advisors
Texas
$3.81M +$253K +432 +7%
CPSAC
321
Chas P. Smith & Associates (CPS)
Florida
$3.81M
BP
322
Ballentine Partners
Massachusetts
$3.78M +$199K +340 +5%
ST
323
Sentinel Trust
Texas
$3.75M -$56.3K -96 -1%
PCP
324
Proficio Capital Partners
Massachusetts
$3.74M -$226K -385 -6%
GEA
325
Glen Eagle Advisors
New Jersey
$3.74M -$14.7K -25 -0.4%