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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
OFS
701
OneAscent Financial Services
Alabama
$838K +$862K +1,471 New
PA
702
Procyon Advisors
Connecticut
$837K
ALWM
703
Andrews Lucia Wealth Management
California
$837K +$586 +1 +0.1%
RWM
704
Rialto Wealth Management
New York
$836K +$860K +1,467 New
MCM
705
MontVue Capital Management
Virginia
$833K
CWM
706
Cornerstone Wealth Management
Missouri
$828K
MAG
707
M3 Advisory Group
Massachusetts
$827K +$47.5K +81 +6%
PBF
708
Petix & Botte Financial
California
$826K
OFG
709
Omega Financial Group
California
$826K -$3.52K -6 -0.4%
ACA
710
Aptus Capital Advisors
Alabama
$826K +$514K +877 +154%
BWM
711
BigSur Wealth Management
Florida
$823K
GC
712
Grimes & Company
Massachusetts
$823K +$1.76K +3 +0.2%
CWM
713
CCG Wealth Management
California
$818K
FFA
714
Farther Finance Advisors
California
$817K -$19.9K -34 -2%
BAM
715
Belpointe Asset Management
Nevada
$814K -$386K -658 -31%
CGL
716
Clarius Group LLC
Washington
$812K
Squarepoint
717
Squarepoint
New York
$809K +$832K +1,420 New
BTD
718
BankPlus Trust Department
Mississippi
$805K +$829K +1,414 New
BMM
719
Berkshire Money Management
Massachusetts
$800K +$824K +1,405 New
FCCM
720
First City Capital Management
Georgia
$799K +$290K +495 +55%
LG
721
LAM Group
Oregon
$797K
BB
722
Bell Bank
North Dakota
$796K -$51K -87 -6%
OSAM
723
O'Shaughnessy Asset Management
Connecticut
$796K +$69.2K +118 +9%
TVAMP
724
Tennessee Valley Asset Management Partners
Tennessee
$795K -$25.2K -43 -3%
QPWM
725
Quadrant Private Wealth Management
Pennsylvania
$794K +$586 +1 +0.1%