We are live on ! Find out more
MDY icon

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
NEPWA
401
New England Private Wealth Advisors
Massachusetts
$2.69M
WAG
402
Winthrop Advisory Group
Massachusetts
$2.68M +$2.35K +4 +0.1%
AMG
403
Asset Management Group
Connecticut
$2.68M +$7.03K +12 +0.3%
SW
404
SVB Wealth
Massachusetts
$2.68M +$2.75M +4,700 New
Wolverine Trading
405
Wolverine Trading
Illinois
$2.68M +$1.64M +2,802 +147%
NGA
406
Naples Global Advisors
Florida
$2.67M +$18.8K +32 +0.7%
CT
407
Coastline Trust
Rhode Island
$2.67M +$128K +219 +5%
IAS
408
Insigneo Advisory Services
Florida
$2.65M +$55.7K +95 +2%
CWM
409
Connecticut Wealth Management
Connecticut
$2.62M -$54.5K -93 -2%
ST
410
Sabal Trust
Florida
$2.62M -$298K -509 -10%
WPA
411
West Paces Advisors
Georgia
$2.6M
CC
412
Courier Capital
New York
$2.59M -$38.1K -65 -1%
GHAM
413
Gilman Hill Asset Management
Connecticut
$2.59M -$4.69K -8 -0.2%
RWP
414
RWA Wealth Partners
Massachusetts
$2.57M
HVIA
415
Hudson Valley Investment Advisors
New York
$2.56M -$45.1K -77 -2%
EPA
416
Element Pointe Advisors
Florida
$2.56M
GL
417
Graypoint LLC
New York
$2.56M +$1.76K +3 +0.1%
DTC
418
Davidson Trust Company
Washington
$2.56M
NAS
419
Nicolet Advisory Services
Wisconsin
$2.55M +$230K +392 +10%
SIAP
420
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.55M -$160K -273 -6%
MWM
421
Meridian Wealth Management
Kentucky
$2.54M -$68K -116 -3%
WCM
422
WealthBridge Capital Management
Ohio
$2.53M +$110K +188 +4%
MCC
423
Money Concepts Capital
Florida
$2.53M +$1.67M +2,848 +179%
PCIA
424
Prime Capital Investment Advisors
Kansas
$2.52M -$7.62K -13 -0.3%
EW
425
Element Wealth
Mississippi
$2.52M +$46.9K +80 +2%