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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
MWA
901
Monograph Wealth Advisors
California
$477K
HIM
902
Harbour Investment Management
Washington
$476K
BWCS
903
Beirne Wealth Consulting Services
Connecticut
$474K +$19.3K +33 +4%
FBB
904
Fulton Breakefield Broenniman
Maryland
$473K
AA
905
Ancora Advisors
Ohio
$471K +$25.8K +44 +6%
MC
906
McCarthy & Cox
Ohio
$468K
SCM
907
Seascape Capital Management
New Hampshire
$466K
RSA
908
River Street Advisors
Illinois
$466K +$18.2K +31 +4%
AF
909
Apollon Financial
South Carolina
$465K -$25.8K -44 -5%
TAM
910
Titleist Asset Management
Texas
$465K +$11.1K +19 +2%
CAL
911
Capital Advisors Ltd
Ohio
$464K -$2.35K -4 -0.5%
PPW
912
Parcion Private Wealth
Washington
$461K -$105K -179 -18%
OCM
913
Orleans Capital Management
Louisiana
$461K
AA
914
ArborFi Advisors
Michigan
$460K +$473K +807 New
RCAG
915
Rehmann Capital Advisory Group
Michigan
$458K +$586 +1 +0.1%
SIC
916
Sigma Investment Counselors
Michigan
$458K
WIC
917
Woodmont Investment Counsel
Tennessee
$457K
SFC
918
Strategic Financial Concepts
Texas
$457K +$222K +379 +90%
CK
919
Cohen Klingenstein
New York
$456K
MAM
920
Marquette Asset Management
Minnesota
$456K
PIM
921
Progressive Investment Management
Oregon
$455K -$151K -258 -24%
AIP
922
Almanack Investment Partners
Pennsylvania
$455K
LIA
923
LS Investment Advisors
Michigan
$455K
REMPR
924
Roof Eidam Maycock Peralta (REMP)
California
$455K
VCA
925
Verdence Capital Advisors
Maryland
$454K -$43.4K -74 -8%