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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
LWL
851
Leo Wealth LLC
Texas
$555K
MCP
852
Mirador Capital Partners
California
$553K +$36.3K +62 +7%
CCFM
853
Clear Creek Financial Management
Washington
$551K -$586 -1 -0.1%
JFA
854
JNBA Financial Advisors
Minnesota
$550K -$2.93K -5 -0.5%
MC
855
Maren Capital
Illinois
$549K
TA
856
TFG Advisers
Michigan
$543K +$18.8K +32 +3%
FWTB
857
First Western Trust Bank
Colorado
$541K
WA
858
Wealth Alliance
New York
$539K +$165K +282 +42%
EGA
859
Eagle Global Advisors
Texas
$538K +$70.3K +120 +15%
GLA
860
Great Lakes Advisors
Illinois
$537K
SFG
861
SevenBridge Financial Group
Pennsylvania
$535K
CCM
862
Canal Capital Management
Virginia
$534K
SG
863
StoneX Group
New York
$527K +$65.6K +112 +14%
BFA
864
Bragg Financial Advisors
North Carolina
$527K
EWM
865
Empirical Wealth Management
Washington
$527K
AFO
866
Arrowroot Family Office
California
$526K -$4.1K -7 -0.8%
TAM
867
Trillium Asset Management
Massachusetts
$524K
FBFS
868
First Business Financial Services
Wisconsin
$522K
CIS
869
Connors Investor Services
Pennsylvania
$521K
SP
870
Stablepoint Partners
Massachusetts
$519K +$7.03K +12 +1%
BWL
871
Bogart Wealth LLC
Virginia
$518K +$21.1K +36 +4%
GT
872
Glenview Trust
Kentucky
$516K
MMPW
873
Mitchell McLeod Pugh & Williams
Alabama
$516K
BFG
874
Bouchey Financial Group
New York
$514K +$117K +200 +29%
FPB
875
First PREMIER Bank
South Dakota
$514K