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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
MP
801
Moment Partners
California
$640K +$658K +1,123 New
BWP
802
BSW Wealth Partners
Colorado
$637K
FA
803
Fagan Associates
New York
$636K
CIA
804
Capital Investment Advisors
Georgia
$636K
LFAS
805
Level Four Advisory Services
Texas
$632K +$158K +269 +32%
WP
806
WealthShield Partners
North Carolina
$631K +$7.62K +13 +1%
OFG
807
Opulen Financial Group
Virginia
$631K +$649K +1,107 New
KWA
808
Kingswood Wealth Advisors
California
$629K +$648K +1,105 New
PMFA
809
Plante Moran Financial Advisors
Michigan
$628K +$4.1K +7 +0.6%
SAM
810
Synergy Asset Management
Washington
$628K
ACM
811
Advisors Capital Management
New Jersey
$625K -$35.8K -61 -5%
DADC
812
D.A. Davidson & Co
Montana
$623K -$8.21K -14 -1%
LT
813
Legacy Trust
Michigan
$621K -$2.93K -5 -0.5%
PFBT
814
Parkside Financial Bank & Trust
Missouri
$620K
FZCM
815
Flynn Zito Capital Management
New York
$619K
FIC
816
FCG Investment Company
Tennessee
$619K +$35.2K +60 +6%
3AM
817
3EDGE Asset Management
Florida
$619K -$152K -259 -19%
HWA
818
HCR Wealth Advisors
California
$615K
MWA
819
Midland Wealth Advisors
Illinois
$614K -$223K -380 -26%
RFM
820
Royal Fund Management
Florida
$612K -$642K -1,095 -50%
BFM
821
Broadview Financial Management
Wisconsin
$610K -$7.03K -12 -1%
SI
822
Saxon Interests
Texas
$606K
CAC
823
Certified Advisory Corp
Florida
$606K +$44.5K +76 +8%
QT
824
Quantbot Technologies
New York
$604K +$621K +1,060 New
FNT
825
First National Trust
Pennsylvania
$600K -$20.5K -35 -3%