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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
SCM
601
SOL Capital Management
Maryland
$1.18M +$2.93K +5 +0.2%
FFS
602
Founders Financial Securities
Maryland
$1.17M +$1.76K +3 +0.1%
BFS
603
Bradley Foster & Sargent
Connecticut
$1.17M
APP
604
Avantax Planning Partners
Iowa
$1.16M -$5.28K -9 -0.4%
BJL
605
Brighton Jones LLC
Washington
$1.16M +$134K +228 +13%
JWA
606
JFS Wealth Advisors
Pennsylvania
$1.16M
PFG
607
Pacific Financial Group
Washington
$1.16M -$11.1K -19 -0.9%
CHAM
608
Clear Harbor Asset Management
Connecticut
$1.16M
MWM
609
Marion Wealth Management
Pennsylvania
$1.16M +$1.76K +3 +0.1%
HI
610
Horizon Investments
North Carolina
$1.16M -$2.93K -5 -0.2%
IAA
611
Independent Advisor Alliance
North Carolina
$1.15M +$1.18M +2,016 New
CI
612
CX Institutional
Indiana
$1.14M -$193K -330 -14%
DWT
613
Dorsey & Whitney Trust
South Dakota
$1.14M -$135K -230 -10%
CPA
614
Capital Planning Advisors
California
$1.14M -$806K -1,375 -41%
SIA
615
SkyView Investment Advisors
New Jersey
$1.14M
CIA
616
Concurrent Investment Advisors
Florida
$1.14M +$884K +1,508 +308%
GWP
617
Gen-Wealth Partners
Michigan
$1.14M +$35.8K +61 +3%
HH
618
Hilltop Holdings
Texas
$1.13M +$64.5K +110 +6%
BFA
619
Bill Few Associates
Pennsylvania
$1.13M
NCM
620
NCM Capital Management
New Jersey
$1.13M
BWP
621
Burling Wealth Partners
Illinois
$1.13M +$1.16M +1,979 New
MIAS
622
Mason Investment Advisory Services
Virginia
$1.12M
GWS
623
Glassman Wealth Services
Virginia
$1.11M
EAM
624
Evanson Asset Management
California
$1.11M +$2.35K +4 +0.2%
FWM
625
Forza Wealth Management
Florida
$1.11M