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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
SGCA
351
Steel Grove Capital Advisors
Tennessee
$3.35M -$1.37M -2,335 -28%
PA
352
PFG Advisors
Arizona
$3.35M +$225K +384 +7%
BRWA
353
B. Riley Wealth Advisors
Florida
$3.34M -$181K -309 -5%
EB
354
Eastern Bank
Massachusetts
$3.32M -$21.1K -36 -0.6%
RW
355
RVW Wealth
California
$3.32M -$280K -478 -8%
SC
356
Sepio Capital
Utah
$3.31M -$287K -490 -8%
SAM
357
Silvercrest Asset Management
New York
$3.31M +$586 +1 +0%
Chevy Chase Trust
358
Chevy Chase Trust
Maryland
$3.28M +$226K +385 +7%
FA
359
Flagstar Advisors
New York
$3.26M +$5.86K +10 +0.2%
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$3.24M -$17K -29 -0.5%
WPP
361
Whalerock Point Partners
Rhode Island
$3.22M
ASN
362
Advisory Services Network
Georgia
$3.2M +$115K +197 +4%
GRP
363
Global Retirement Partners
California
$3.16M +$52.2K +89 +2%
JWCA
364
J.W. Cole Advisors
Florida
$3.15M +$298K +509 +10%
PWP
365
Precedent Wealth Partners
Texas
$3.15M +$487K +831 +18%
TVWM
366
Tower View Wealth Management
Wisconsin
$3.14M +$505K +861 +18%
SL
367
Salomon & Ludwin
Virginia
$3.08M -$113K -193 -3%
JIC
368
Joel Isaacson & Co
New York
$3.08M -$25.8K -44 -0.8%
Jones Financial Companies
369
Jones Financial Companies
Missouri
$3.05M +$1.72M +2,940 +122%
FLP
370
Financial Life Planners
Arizona
$3.04M +$3.13M +5,337 New
GS
371
GTS Securities
New York
$3.01M -$7.78M -13,274 -72%
WC
372
Woodstock Corp
Massachusetts
$3M +$8.21K +14 +0.3%
GSIAS
373
Garden State Investment Advisory Services
New Jersey
$2.99M +$1.27M +2,169 +71%
FCP
374
Fidelis Capital Partners
Florida
$2.98M +$1.63M +2,781 +119%
LWCFA
375
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.97M -$83.8K -143 -3%