We are live on ! Find out more
MDY icon

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
GFG
676
Greystone Financial Group
Michigan
$911K +$459K +783 +96%
FA
677
FF Advisors
California
$908K -$191K -325 -18%
LRIC
678
Long Road Investment Counsel
Michigan
$906K
AWA
679
Acorn Wealth Advisors
Michigan
$895K -$586 -1 -0.1%
AI
680
Accredited Investors
Minnesota
$892K -$24.6K -42 -3%
BCA
681
Bay Colony Advisors
Massachusetts
$892K +$6.45K +11 +0.7%
FPL
682
Fortress Private Ledger
North Carolina
$891K +$917K +1,565 New
RFA
683
RTD Financial Advisors
Pennsylvania
$889K
AA
684
Alesco Advisors
New York
$885K -$29.3K -50 -3%
AFG
685
Atomi Financial Group
New York
$883K +$432K +737 +91%
BFAG
686
Blackston Financial Advisory Group
Florida
$882K -$27.5K -47 -3%
V
687
VeraBank
Texas
$880K
USWIA
688
UP Strategic Wealth Investment Advisors
Pennsylvania
$875K
AMM
689
American Money Management
California
$874K
CFP
690
Cascade Financial Partners
California
$869K
CAM
691
Congress Asset Management
Massachusetts
$866K +$608K +1,037 +214%
CP
692
Clarendon Private
Massachusetts
$857K +$882K +1,504 New
TC
693
TownSquare Capital
Utah
$857K +$100K +171 +13%
HCM
694
Howland Capital Management
Massachusetts
$856K -$58.6K -100 -6%
VIM
695
Vista Investment Management
Pennsylvania
$856K -$5.86K -10 -0.7%
RCS
696
Retirement Capital Strategies
California
$856K
PFA
697
Pettinga Financial Advisors
Indiana
$855K +$58.6K +100 +7%
GPI
698
General Partner Inc
Pennsylvania
$845K
PFT
699
Providence First Trust
Arizona
$845K -$790K -1,348 -48%
DS
700
DRW Securities
Illinois
$841K -$1.96M -3,345 -69%