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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
SWA
576
SOA Wealth Advisors
New York
$1.28M -$111K -190 -8%
EWA
577
EverSource Wealth Advisors
Alabama
$1.28M -$63.3K -108 -5%
HR
578
Howe & Rusling
New York
$1.28M
KSB
579
Kennebec Savings Bank
Maine
$1.27M -$80.3K -137 -6%
ZF
580
Zhang Financial
Michigan
$1.27M
LWM
581
Lyell Wealth Management
California
$1.26M +$52.2K +89 +4%
WS
582
Wedbush Securities
California
$1.26M -$61.5K -105 -5%
MOS
583
MGO One Seven
Ohio
$1.26M -$13.5K -23 -1%
GCP
584
GSA Capital Partners
United Kingdom
$1.25M +$82.1K +140 +7%
GFP
585
Gryphon Financial Partners
Ohio
$1.23M +$38.7K +66 +3%
RGC
586
Roberts, Glore & Co
Illinois
$1.23M +$9.38K +16 +0.7%
BMC
587
Bear Mountain Capital
Washington
$1.21M
GVAG
588
Great Valley Advisor Group
Delaware
$1.21M +$2.35K +4 +0.2%
SCTC
589
Sanibel Captiva Trust Company
Florida
$1.2M +$390K +665 +46%
TA
590
TruWealth Advisors
Louisiana
$1.2M -$96.7K -165 -7%
TFG
591
Taylor Financial Group
Virginia
$1.2M
EB
592
Emprise Bank
Kansas
$1.19M -$195K -332 -14%
FRA
593
Frank Rimerman Advisors
California
$1.19M -$2.35K -4 -0.2%
RCA
594
Runnymede Capital Advisors
Ohio
$1.19M +$1.23M +2,092 New
FFG
595
Frisch Financial Group
New York
$1.19M -$26.4K -45 -2%
SMA
596
Sage Mountain Advisors
Georgia
$1.19M +$526K +898 +75%
FPGT
597
Financial Partners Group (Tennessee)
Tennessee
$1.19M -$70.3K -120 -5%
BOH
598
Bank of Hawaii
Hawaii
$1.19M
ACM
599
AlphaStar Capital Management
North Carolina
$1.19M +$89.1K +152 +8%
APA
600
Astoria Portfolio Advisors
New York
$1.18M