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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
IFS
451
Intelligent Financial Strategies
Minnesota
$2.2M -$6.45K -11 -0.3%
MSAM
452
Moloney Securities Asset Management
Missouri
$2.19M +$29.3K +50 +1%
TPCW
453
TD Private Client Wealth
New York
$2.19M +$38.7K +66 +2%
AIFAIM
454
American Institute for Advanced Investment Management
Arizona
$2.18M -$9.96K -17 -0.4%
CG
455
Caprock Group
Idaho
$2.18M
LWM
456
Lionsbridge Wealth Management
Florida
$2.18M -$151K -258 -6%
GCM
457
Glaxis Capital Management
Florida
$2.16M +$2.23M +3,800 New
FTWA
458
Fifth Third Wealth Advisors
Ohio
$2.15M +$88.5K +151 +4%
PCM
459
Park Capital Management
Wisconsin
$2.15M +$2.21M +3,766 New
CWM
460
ClientFirst Wealth Management
Arkansas
$2.13M +$2.19M +3,741 New
CF
461
Centaurus Financial
California
$2.13M +$686K +1,171 +46%
TPI
462
Trust Point Inc
Wisconsin
$2.11M +$1.84M +3,136 +547%
ATFA
463
All Terrain Financial Advisors
Minnesota
$2.11M -$32.8K -56 -1%
KPWS
464
Kestra Private Wealth Services
Texas
$2.1M +$49.2K +84 +2%
LC
465
Lindbrook Capital
California
$2.1M
VWM
466
Venturi Wealth Management
Texas
$2.09M -$469K -800 -18%
SI
467
Symmetry Investments
Jersey
$2.09M +$2.15M +3,672 New
OSNBOA
468
Old Second National Bank of Aurora
Illinois
$2.09M -$36.3K -62 -2%
BCM
469
Becker Capital Management
Oregon
$2.08M -$63.9K -109 -3%
QPW
470
Quantum Private Wealth
Florida
$2.08M
BFC
471
Blue Fin Capital
Rhode Island
$2.03M +$29.3K +50 +1%
1IA
472
1834 Investment Advisors
Wisconsin
$2.03M -$14.7K -25 -0.7%
NP
473
NorthRock Partners
Minnesota
$2.01M -$131K -223 -6%
ECM
474
ExodusPoint Capital Management
New York
$1.99M +$2.05M +3,489 New
RSS
475
Rosenblum Silverman Sutton
California
$1.98M -$23.4K -40 -1%