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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
HC
51
Henshaw Capital
Massachusetts
$42.7M
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$41.8M +$2.75M +4,692 +7%
PGA
53
Portland Global Advisors
Maine
$39.9M -$936K -1,597 -2%
PAI
54
Pittenger & Anderson Inc
Nebraska
$39.4M +$1.76K +3 +0%
William Blair & Company
55
William Blair & Company
Illinois
$39.4M -$210K -359 -0.5%
WTC
56
WhitTier Trust Company
Nevada
$37.8M -$77.4K -132 -0.2%
FCI
57
Financial Counselors Inc
Kansas
$37.3M -$77.4K -132 -0.2%
DP
58
Divergent Planning
Maryland
$36.7M +$644K +1,098 +2%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$35.8M -$1.87M -3,187 -5%
BCWM
60
Bartlett & Co Wealth Management
Ohio
$35.4M +$117K +200 +0.3%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$35.2M -$206K -352 -0.6%
PA
62
Pinnacle Associates
New York
$34.9M -$2.24M -3,824 -6%
SMC
63
Smith, Moore & Co
Missouri
$34.4M -$142K -242 -0.4%
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$34.2M -$586K -999 -2%
AWP
65
Ascent Wealth Partners
New York
$33.9M +$14.7K +25 +0%
Osaic Holdings
66
Osaic Holdings
Arizona
$32.4M -$1.77M -3,018 -5%
PGFC
67
Peapack-Gladstone Financial Corp
New Jersey
$31M -$1.4M -2,391 -4%
BlackRock
68
BlackRock
New York
$30.5M +$9.14M +15,594 +41%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$30.2M -$465K -793 -1%
HIMC
70
Heritage Investors Management Corp
Maryland
$29.6M -$203K -346 -0.7%
Bessemer Group
71
Bessemer Group
New Jersey
$29.4M +$10.8M +18,381 +55%
OFS
72
Oldfather Financial Services
Nebraska
$29.4M -$117K -200 -0.4%
CA
73
Clearstead Advisors
Ohio
$29.3M -$283K -483 -0.9%
CA
74
Crewe Advisors
Utah
$29M -$250K -427 -0.8%
CA
75
Cumberland Advisors
Florida
$28.2M +$1.24M +2,115 +4%