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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
MA
926
Maxele Advisors
Missouri
$450K +$463K +790 New
BA
927
Brightwater Advisory
Florida
$447K
IF
928
Intrua Financial
Texas
$446K +$459K +783 New
DSN
929
D. Scott Neal
Kentucky
$446K
SPFA
930
Summit Place Financial Advisors
New Jersey
$444K
FGWP
931
Founders Grove Wealth Partners
Virginia
$443K +$456K +778 New
SFM
932
Signet Financial Management
New Jersey
$442K +$173K +295 +61%
PI
933
PFG Investments
New York
$437K +$66.2K +113 +17%
ACM
934
Ayrshire Capital Management
Connecticut
$437K +$1.17K +2 +0.3%
OS
935
Objectivity Squared
South Carolina
$436K +$1.17K +2 +0.3%
WA
936
Wealth Architects
California
$436K
TCBWMS
937
Texas Capital Bank Wealth Management Services
Texas
$434K
BTI
938
Blue Trust Inc
Georgia
$429K +$20.5K +35 +5%
NDSI
939
Newman Dignan & Sheerar Inc
Rhode Island
$429K
LDB
940
Lee, Danner & Bass
Tennessee
$428K +$224K +383 +104%
EFG
941
Elios Financial Group
Ohio
$427K +$22.9K +39 +5%
NWM
942
Napa Wealth Management
California
$427K +$12.9K +22 +3%
RB
943
Rodgers Brothers
Pennsylvania
$426K
SAM
944
Summit Asset Management
Tennessee
$426K
PTB
945
Pioneer Trust Bank
Oregon
$423K
MRP
946
Measured Risk Portfolios
California
$423K +$436K +743 New
CC
947
Cadinha & Co
Hawaii
$423K +$144K +246 +50%
OWA
948
Octavia Wealth Advisors
Ohio
$421K -$5.28K -9 -1%
AR
949
Apeiron RIA
Texas
$421K +$3.52K +6 +0.8%
SA
950
Scarborough Advisors
Maryland
$419K -$55.7K -95 -11%