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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
OCM
751
One Capital Management
California
$729K -$4.1K -7 -0.5%
SAM
752
Seelaus Asset Management
New Jersey
$728K
AGM
753
Alpine Global Management
New York
$728K +$749K +1,278 New
WP
754
WealthPLAN Partners
Nebraska
$727K +$7.62K +13 +1%
GWM
755
GSB Wealth Management
Connecticut
$726K
TCM
756
Triumph Capital Management
Colorado
$723K -$319K -545 -30%
PNC
757
Park National Corp
Ohio
$723K
TWA
758
TCI Wealth Advisors
Arizona
$722K
SW
759
Simplicity Wealth
New Jersey
$720K -$3.52K -6 -0.5%
CNBOF
760
City National Bank of Florida
Florida
$720K +$741K +1,264 New
EG
761
Ellerson Group
Maryland
$719K
AT
762
Avalon Trust
New Mexico
$714K
NB
763
Nicolet Bankshares
Wisconsin
$713K +$31.1K +53 +4%
SPP
764
Single Point Partners
Massachusetts
$711K
NIM
765
Nicollet Investment Management
Minnesota
$709K
GAB
766
German American Bancorp
Indiana
$708K
EGA
767
E&G Advisors
Texas
$705K +$725K +1,237 New
SWP
768
Strategic Wealth Partners
Ohio
$704K +$89.7K +153 +15%
KWM
769
Kaydan Wealth Management
Michigan
$704K +$4.1K +7 +0.6%
HWM
770
Hohimer Wealth Management
Washington
$703K +$19.9K +34 +3%
RDWM
771
Red Door Wealth Management
Tennessee
$702K -$55.7K -95 -7%
UFAC
772
Urban Financial Advisory Corp
Illinois
$702K +$2.35K +4 +0.3%
CWG
773
Crown Wealth Group
North Carolina
$701K +$722K +1,231 New
HPC
774
HM Payson & Co
Maine
$699K -$85K -145 -11%
CIBC World Market
775
CIBC World Market
Ontario, Canada
$699K +$5.86K +10 +0.8%