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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
CFB
876
Cullen/Frost Bankers
Texas
$513K +$22.3K +38 +4%
VPP
877
Vertex Planning Partners
Illinois
$513K
NCM
878
Neumann Capital Management
California
$513K
MWM
879
Mission Wealth Management
California
$513K +$154K +262 +41%
ES
880
Eagle Strategies
New York
$510K +$32.8K +56 +7%
CP
881
Creekside Partners
California
$507K +$1.17K +2 +0.2%
MTIC
882
Missouri Trust & Investment Company
Missouri
$502K +$58.6K +100 +13%
RPA
883
Redwood Park Advisors
California
$501K +$516K +880 New
VFA
884
Valeo Financial Advisors
Indiana
$501K +$72.1K +123 +16%
LBC
885
Lowe Brockenbrough & Co
Virginia
$498K
RC
886
Rovin Capital
Arizona
$497K
EFA
887
Evernest Financial Advisors
Indiana
$496K -$117K -200 -19%
NW
888
Naviter Wealth
Arkansas
$495K +$254K +433 +100%
AF
889
Abound Financial
California
$492K +$506K +864 New
IA
890
IFP Advisors
Florida
$490K -$3.19M -5,448 -86%
MF
891
Montis Financial
Massachusetts
$489K -$7.62K -13 -1%
RWM
892
Rockline Wealth Management
New York
$487K
CGPCS
893
Capital Group Private Client Services
California
$487K -$45.1K -77 -8%
DWM
894
Denver Wealth Management
Colorado
$486K -$1.17K -2 -0.2%
CPA
895
Cardiff Park Advisors
California
$486K +$586 +1 +0.1%
LGWM
896
Litman Gregory Wealth Management
California
$485K -$2.93K -5 -0.6%
MC
897
Mathes Company
New York
$484K -$1.35M -2,300 -73%
DSC
898
Duncker Streett & Co
Missouri
$484K -$196K -335 -28%
OIA
899
Optimum Investment Advisors
Illinois
$481K
PTP
900
Platform Technology Partners
New York
$479K +$586 +1 +0.1%