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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
PIM
376
Penobscot Investment Management
Massachusetts
$2.97M
MIM
377
Miller Investment Management
Pennsylvania
$2.96M
JFGIW
378
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.96M +$214K +365 +8%
PAM
379
Pegasus Asset Management
New York
$2.96M -$20.5K -35 -0.7%
WA
380
Waverly Advisors
Alabama
$2.94M +$1.21M +2,069 +67%
Vanguard Group
381
Vanguard Group
Pennsylvania
$2.92M +$3.52K +6 +0.1%
ATC
382
Argent Trust Co
Tennessee
$2.91M +$8.79K +15 +0.3%
IIM
383
InTrack Investment Management
Vermont
$2.9M +$293K +500 +11%
ST
384
Spinnaker Trust
Maine
$2.89M +$39.9K +68 +1%
SIC
385
Shoker Investment Counsel
Ohio
$2.87M +$4.1K +7 +0.1%
AQR Capital Management
386
AQR Capital Management
Connecticut
$2.86M +$2.62M +4,466 +812%
BWFA
387
Baltimore-Washington Financial Advisors
Maryland
$2.84M -$28.1K -48 -1%
SPC
388
Sigma Planning Corp
Michigan
$2.82M -$990K -1,689 -25%
CAGAS
389
Capital Advisory Group Advisory Services
Minnesota
$2.82M +$121K +206 +4%
SFMG
390
Sage Financial Management Group
Virginia
$2.81M -$13.5K -23 -0.5%
MFG
391
Merit Financial Group
Georgia
$2.8M +$116K +198 +4%
IA
392
IFG Advisory
Georgia
$2.78M -$53.9K -92 -2%
DT
393
Diversified Trust
Tennessee
$2.78M -$230K -393 -7%
SJIM
394
St. Johns Investment Management
Florida
$2.77M
PAS
395
PKS Advisory Services
New York
$2.77M +$2.85M +4,863 New
DFG
396
Delta Financial Group
New Jersey
$2.76M -$267K -455 -9%
NAMP
397
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.76M -$32.2K -55 -1%
CWP
398
Cyndeo Wealth Partners
Florida
$2.75M +$941K +1,605 +50%
IBOK
399
Independence Bank of Kentucky
Kentucky
$2.73M +$2.67M +4,553 +1,929%
MGIA
400
Moneta Group Investment Advisors
Missouri
$2.72M -$9.38K -16 -0.3%