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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
SB
551
Sunflower Bank
Texas
$1.42M -$257K -439 -15%
FNWM
552
Financial Network Wealth Management
Utah
$1.42M
TF
553
Tudor Financial
Ohio
$1.42M +$14.7K +25 +1%
KWM
554
Kingsview Wealth Management
Oregon
$1.42M -$952K -1,624 -39%
CIA
555
Choate Investment Advisors
Massachusetts
$1.42M +$424K +723 +41%
SWA
556
Stratos Wealth Advisors
Ohio
$1.41M +$35.8K +61 +3%
CRWM
557
Castle Rock Wealth Management
California
$1.41M +$102K +174 +8%
SWM
558
Spire Wealth Management
Virginia
$1.4M -$11.7K -20 -0.8%
FMWA
559
Forvis Mazars Wealth Advisors
Missouri
$1.4M +$96.7K +165 +7%
MC
560
Middleton & Co
Massachusetts
$1.39M -$5.86K -10 -0.4%
SL
561
Sentinus LLC
Illinois
$1.38M -$57.7M -98,418 -98%
LFG
562
Larson Financial Group
Missouri
$1.38M +$27.5K +47 +2%
MBT
563
Montecito Bank & Trust
California
$1.37M
GAG
564
GM Advisory Group
New York
$1.37M
CAM
565
Cozad Asset Management
Illinois
$1.37M
AWM
566
Axxcess Wealth Management
California
$1.35M -$586 -1 -0%
CCM
567
Coldstream Capital Management
Washington
$1.35M -$48.7K -83 -3%
BSA
568
Braun Stacey Associates
New York
$1.35M -$55.1K -94 -4%
ACA
569
American Capital Advisory
Idaho
$1.34M +$141K +241 +11%
BAAM
570
Baker Avenue Asset Management
California
$1.34M -$104K -178 -7%
Jennison Associates
571
Jennison Associates
New York
$1.32M +$349K +596 +35%
BBWP
572
Beacon Bridge Wealth Partners
Pennsylvania
$1.31M -$19.9K -34 -1%
STA
573
Summit Trail Advisors
New York
$1.3M +$100K +171 +8%
ACM
574
Allred Capital Management
Texas
$1.29M
WF
575
Warner Financial
Maryland
$1.29M +$22.9K +39 +2%