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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
LSA
776
L & S Advisors
California
$699K -$24.6K -42 -3%
KCM
777
Kanawha Capital Management
Virginia
$697K -$39.9K -68 -5%
ST
778
Smithfield Trust
Pennsylvania
$695K
SQA
779
Simon Quick Advisors
New Jersey
$694K
BBA
780
BLB&B Advisors
Pennsylvania
$694K -$2.35K -4 -0.3%
JWM
781
Jacksonville Wealth Management
Florida
$688K +$708K +1,208 New
CA
782
CGN Advisors
Kansas
$686K
TCOV
783
Trust Company of Vermont
Vermont
$683K
SMH
784
Sanders Morris Harris
Texas
$682K -$48.7K -83 -7%
AC
785
Apella Capital
Connecticut
$681K +$36.3K +62 +5%
CCM
786
Corsair Capital Management
New York
$681K
WA
787
WBH Advisory
Maryland
$680K +$586 +1 +0.1%
SBIA
788
Sheaff Brock Investment Advisors
Indiana
$678K
RWA
789
River Wealth Advisors
Pennsylvania
$678K -$61.5K -105 -8%
TWM
790
Thrive Wealth Management
Pennsylvania
$674K +$693K +1,183 New
EDRH
791
Edmond de Rothschild Holding
Switzerland
$673K -$103K -176 -13%
WWM
792
Western Wealth Management
Colorado
$670K
EW
793
Evoke Wealth
California
$658K
PSF
794
Pacific Sun Financial
California
$655K
OWP
795
Obermeyer Wealth Partners
Colorado
$653K
RG
796
Rathbones Group
United Kingdom
$649K
ME
797
McIlrath & Eck
Washington
$649K -$55.7K -95 -8%
MC
798
Miramar Capital
Illinois
$646K
NHT
799
New Hampshire Trust
New Hampshire
$646K
GWA
800
Genesis Wealth Advisors
Massachusetts
$644K +$663K +1,131 New