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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
SAM
726
Sawgrass Asset Management
Florida
$793K -$154K -262 -16%
LCM
727
Leisure Capital Management
California
$792K
FC
728
FCA Corp
Texas
$786K
V
729
ViaWealth
Kansas
$786K
BBW
730
Blue Barn Wealth
Utah
$785K -$5.28K -9 -0.6%
SFA
731
Sequoia Financial Advisors
Ohio
$784K +$31.1K +53 +4%
HT
732
Headlands Technologies
Illinois
$782K +$805K +1,373 New
MIG
733
McGuire Investment Group
Rhode Island
$781K
NL
734
NWAM LLC
Washington
$781K -$512K -873 -39%
HAM
735
Harmony Asset Management
Arizona
$780K +$82.1K +140 +11%
AWA
736
Arkadios Wealth Advisors
Georgia
$779K +$36.3K +62 +5%
HFP
737
Holistic Financial Partners
Indiana
$778K -$586 -1 -0.1%
RRA
738
Round Rock Advisors
Connecticut
$776K
SFB
739
STAR Financial Bank
Indiana
$768K -$41K -70 -5%
LMKC
740
L.M. Kohn & Company
Ohio
$766K -$14.7K -25 -2%
SIC
741
Samalin Investment Counsel
New York
$765K +$20.5K +35 +3%
CAG
742
Crestwood Advisors Group
Massachusetts
$764K
PPG
743
Peak Planning Group
Colorado
$763K -$74.4K -127 -9%
VVP
744
Venture Visionary Partners
Ohio
$759K
PCP
745
Panoramic Capital Partners
Oregon
$758K +$780K +1,331 New
SG
746
Stanich Group
New York
$747K +$768K +1,311 New
EWA
747
Exencial Wealth Advisors
Oklahoma
$744K
FA
748
Fiduciary Alliance
South Carolina
$743K -$14.7K -25 -2%
SPWM
749
Schrum Private Wealth Management
Florida
$740K +$761K +1,298 New
TI
750
Truepoint Inc
Ohio
$735K