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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
MWM
626
Maltin Wealth Management
New Jersey
$1.11M +$2.35K +4 +0.2%
WWA
627
Wealth Watch Advisors
Colorado
$1.11M +$1.14M +1,945 New
WPC
628
White Pine Capital
Minnesota
$1.1M -$30.5K -52 -3%
FNBOMD
629
First National Bank of Mount Dora
Florida
$1.09M -$46.9K -80 -4%
CCWM
630
Cassaday & Co Wealth Management
Virginia
$1.09M
TF
631
Tompkins Financial
New York
$1.08M
SL
632
SFM LLC
New Hampshire
$1.08M -$586 -1 -0.1%
LSIA
633
LaSalle St. Investment Advisors
Illinois
$1.08M +$127K +216 +13%
PWG
634
Private Wealth Group
Florida
$1.07M
EWP
635
Elevation Wealth Partners
California
$1.07M +$2.93K +5 +0.3%
CSIC
636
Clifford Swan Investment Counsel
California
$1.07M -$5.86K -10 -0.5%
BBNA
637
Bremer Bank National Association
Minnesota
$1.06M +$247K +421 +29%
BFA
638
Beacon Financial Advisory
Ohio
$1.05M +$2.35K +4 +0.2%
PVI
639
Pine Valley Investments
New Jersey
$1.05M +$24.6K +42 +2%
SCM
640
Sebold Capital Management
Illinois
$1.04M
AMCA
641
Arthur M. Cohen & Associates
Illinois
$1.04M +$586 +1 +0.1%
CB
642
Cadence Bank
Mississippi
$1.04M +$44.5K +76 +4%
SFG
643
Sovereign Financial Group
Connecticut
$1.03M +$586 +1 +0.1%
PWW
644
Pettyjohn Wood & White
Virginia
$1.02M
DIA
645
Dana Investment Advisors
Wisconsin
$1.01M +$1.17K +2 +0.1%
NRG
646
Nemes Rush Group
Michigan
$1.01M +$54.5K +93 +6%
SWC
647
Spectrum Wealth Counsel
Indiana
$1.01M
PWM
648
Peterson Wealth Management
Nevada
$1M +$38.1K +65 +4%
WTFG
649
Wood Tarver Financial Group
Idaho
$999K +$1.03M +1,755 New
CWC
650
Carolinas Wealth Consulting
North Carolina
$994K +$586 +1 +0.1%