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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
BFG
826
Bleakley Financial Group
New Jersey
$598K
FWP
827
FAS Wealth Partners
Kansas
$596K
CPA
828
Compass Planning Associates
Massachusetts
$594K +$611K +1,043 New
GKIM
829
GW&K Investment Management
Massachusetts
$592K
FIA
830
Foundations Investment Advisors
Arizona
$592K +$31.7K +54 +5%
MPI
831
Mairs & Power Inc
Minnesota
$590K +$117K +200 +24%
W
832
WorthPointe
California
$588K -$42.8K -73 -7%
UBV
833
United Bank (Virginia)
Virginia
$584K
BBI
834
Baxter Bros Inc
Connecticut
$583K
OAS
835
Optivise Advisory Services
Tennessee
$581K +$151K +258 +34%
AMBIA
836
Allen Mooney & Barnes Investment Advisors
Georgia
$576K +$586 +1 +0.1%
FHA
837
Flagship Harbor Advisors
Massachusetts
$574K
PL
838
Plancorp LLC
Missouri
$571K +$19.9K +34 +4%
FH
839
FWG Holdings
Florida
$571K
GL
840
GHE LLC
Tennessee
$570K
DWA
841
Douglass Winthrop Advisors
New York
$570K
HIGP
842
Hill Investment Group Partners
Missouri
$570K
WAS
843
Wealth Advisory Solutions
Indiana
$570K
SMWM
844
Silvia McColl Wealth Management
California
$566K
TWM
845
Tanager Wealth Management
United Kingdom
$565K
PIA
846
Pollock Investment Advisors
Michigan
$564K +$581K +991 New
VBFG
847
Vishria Bird Financial Group
Tennessee
$563K -$1.17K -2 -0.2%
BFG
848
Berger Financial Group
Minnesota
$559K -$330K -563 -36%
IWC
849
Integrated Wealth Concepts
Massachusetts
$559K +$42.2K +72 +8%
AP
850
Appleton Partners
Massachusetts
$557K -$2.35K -4 -0.4%