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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
SSW
426
Stone Summit Wealth
Florida
$2.49M +$286K +488 +13%
TWC
427
TD Waterhouse Canada
Ontario, Canada
$2.49M -$35.8K -61 -1%
VC
428
Veracity Capital
Georgia
$2.48M
AWF
429
Alpha Wealth Funds
Utah
$2.47M +$2.54M +4,338 New
WB
430
WesBanco Bank
West Virginia
$2.47M +$326K +557 +15%
LWA
431
Lowe Wealth Advisors
Maryland
$2.45M +$69.8K +119 +3%
SIC
432
Salem Investment Counselors
North Carolina
$2.4M
LSAG
433
Lake Street Advisors Group
New Hampshire
$2.4M
LC
434
Lavaca Capital
Texas
$2.39M
ZIC
435
ZWJ Investment Counsel
Georgia
$2.39M +$81.5K +139 +3%
RA
436
RFG Advisory
Alabama
$2.37M +$662K +1,129 +37%
BFG
437
Baron Financial Group
New Jersey
$2.37M -$30.5K -52 -1%
WIC
438
Whitegate Investment Counselors
New Hampshire
$2.36M
CS
439
Crescent Sterling
Louisiana
$2.35M +$89.1K +152 +4%
TPW
440
Transatlantique Private Wealth
New York
$2.3M -$8.79K -15 -0.4%
T. Rowe Price Associates
441
T. Rowe Price Associates
Maryland
$2.3M +$1.9M +3,235 +404%
RWP
442
Revolve Wealth Partners
New Jersey
$2.29M -$5.86K -10 -0.2%
CIAS
443
Capital Investment Advisory Services
North Carolina
$2.28M -$21.1K -36 -0.9%
AAS
444
Ameritas Advisory Services
Nebraska
$2.27M +$1.11M +1,897 +91%
SIA
445
Soltis Investment Advisors
Utah
$2.27M +$17K +29 +0.7%
PTC
446
Private Trust Company
Ohio
$2.27M +$78K +133 +3%
SWP
447
Stratos Wealth Partners
Ohio
$2.24M -$36.3K -62 -2%
IAIM
448
International Assets Investment Management
Florida
$2.23M -$1.27B -2,168,898 -100%
MA
449
Mutual Advisors
Nebraska
$2.21M +$12.3K +21 +0.6%
CA
450
Cambridge Advisors
Nebraska
$2.21M