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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
MAA
326
Matrix Asset Advisors
New York
$3.74M +$30.5K +52 +0.8%
GAM
327
Gould Asset Management
California
$3.69M +$96.7K +165 +3%
B
328
Bailard
California
$3.69M -$138K -235 -4%
HWM
329
HB Wealth Management
Georgia
$3.68M -$1.89M -3,230 -33%
CBT
330
Crews Bank & Trust
Florida
$3.67M +$3.78M +6,450 New
NCFG
331
New Century Financial Group
New Jersey
$3.67M +$3.74M +6,384 New
GT
332
Greenleaf Trust
Michigan
$3.66M
Manulife (Manufacturers Life Insurance)
333
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.64M +$292K +499 +8%
PWS
334
Peterson Wealth Services
Utah
$3.62M +$3.72M +6,347 New
CA
335
Capital Advantage
California
$3.6M +$3.71M +6,327 New
UCFA
336
United Capital Financial Advisors
Texas
$3.6M -$130K -222 -3%
FCBT
337
First Citizens Bank & Trust
North Carolina
$3.6M +$80.3K +137 +2%
NAM
338
NorthCrest Asset Manangement
Minnesota
$3.6M +$34K +58 +0.9%
SC
339
Steph & Co
Wisconsin
$3.59M -$48.1K -82 -1%
Envestnet Portfolio Solutions
340
Envestnet Portfolio Solutions
Illinois
$3.59M +$86.8K +148 +2%
CPA
341
Clear Point Advisors
New York
$3.56M +$14.1K +24 +0.4%
P
342
&Partners
Tennessee
$3.54M +$1.92M +3,283 +114%
CRIG
343
Charter Research & Investment Group
Connecticut
$3.54M -$78.5K -134 -2%
EW
344
Elyxium Wealth
California
$3.53M
KTA
345
Keeley-Teton Advisors
Illinois
$3.49M +$250K +426 +7%
FT
346
Fiduciary Trust
Massachusetts
$3.45M -$21.7K -37 -0.6%
AI
347
Atria Investments
North Carolina
$3.43M +$2.56M +4,368 +264%
RBC
348
Romano Brothers & Co
Illinois
$3.41M
Balyasny Asset Management
349
Balyasny Asset Management
Illinois
$3.36M +$3.46M +5,900 New
PAG
350
Paladin Advisory Group
Iowa
$3.36M -$4.1K -7 -0.1%