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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
MHIC
526
Marble Harbor Investment Counsel
Massachusetts
$1.54M +$58.6K +100 +4%
TH
527
TCTC Holdings
Texas
$1.53M
MLL
528
Moody Lynn & Lieberson
Massachusetts
$1.53M +$93.8K +160 +6%
BCI
529
Brinker Capital Investments
Pennsylvania
$1.52M +$840K +1,433 +116%
OPS
530
Orion Portfolio Solutions
Nebraska
$1.52M +$840K +1,433 +116%
ATI
531
ARK & TLK Investments
Oklahoma
$1.52M +$96.7K +165 +7%
SYBT
532
Stock Yards Bank & Trust
Kentucky
$1.51M -$2.61M -4,455 -63%
DI
533
Disciplined Investments
Oklahoma
$1.51M +$13.5K +23 +0.9%
HFA
534
High Falls Advisors
New York
$1.5M
IFG
535
Independent Financial Group
California
$1.5M -$64.5K -110 -4%
ZB
536
Zions Bancorporation
Utah
$1.5M +$21.1K +36 +1%
CCC
537
Compass Capital Corp
Massachusetts
$1.49M +$1.54M +2,624 New
CFC
538
Coyle Financial Counsel
Illinois
$1.47M -$105K -179 -6%
CSP
539
Cary Street Partners
Virginia
$1.47M +$1.51M +2,576 New
EFS
540
Essex Financial Services
Connecticut
$1.47M +$56.9K +97 +4%
FA
541
Fiducient Advisors
Illinois
$1.46M -$10.6K -18 -0.7%
ET
542
Equitable Trust
Tennessee
$1.46M +$1.5M +2,560 New
CWM
543
Congress Wealth Management
Massachusetts
$1.45M +$797K +1,360 +114%
VA
544
Valmark Advisers
Ohio
$1.45M -$311K -530 -17%
AIP
545
ARS Investment Partners
New York
$1.44M +$18.2K +31 +1%
MCM
546
Manchester Capital Management
Vermont
$1.44M
SCM
547
Sunbeam Capital Management
Georgia
$1.44M +$1.47M +2,514 New
OWA
548
ORBA Wealth Advisors
Illinois
$1.43M -$35.2K -60 -2%
BFA
549
Beaumont Financial Advisors
Massachusetts
$1.43M -$15.8K -27 -1%
UWPG
550
Ullmann Wealth Partners Group
Florida
$1.43M -$12.9K -22 -0.9%