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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
HCMG
951
Howard Capital Management Group
California
$419K -$5.86K -10 -1%
GIA
952
Gladstone Institutional Advisory
Florida
$418K -$87.9K -150 -17%
CAI
953
Capital Advisors Inc
Oklahoma
$418K +$154K +263 +56%
ACM
954
Ardent Capital Management
Ohio
$416K -$29.3K -50 -6%
JWBC
955
John W. Brooker & Co
California
$415K -$2.35K -4 -0.5%
TI
956
Trexquant Investment
Connecticut
$413K -$324K -553 -43%
TRIA
957
Trail Ridge Investment Advisors
Colorado
$410K
WPW
958
Watershed Private Wealth
Illinois
$408K -$8.79K -15 -2%
CFP
959
Catalyst Financial Partners
Massachusetts
$408K
CFS
960
Commonwealth Financial Services
West Virginia
$408K +$7.03K +12 +2%
JFG
961
JDM Financial Group
Texas
$407K
SAM
962
S.A. Mason
Michigan
$402K
UFA
963
US Financial Advisors
Massachusetts
$402K -$11.7K -20 -3%
BAMG
964
Brand Asset Management Group
Missouri
$402K
HPBT
965
Hickory Point Bank & Trust
Illinois
$400K +$412K +703 New
BDF
966
Black Diamond Financial
Maryland
$400K
AWM
967
Aberdeen Wealth Management
Illinois
$399K
NG
968
Norden Group
Utah
$399K +$1.17K +2 +0.3%
NSAM
969
North Star Asset Management
Wisconsin
$399K
RPCONE
970
Retirement Planning Company of New England
Rhode Island
$397K -$5.86K -10 -1%
CAM
971
Carret Asset Management
New York
$396K
WA
972
WP Advisors
California
$395K +$10.6K +18 +3%
S
973
Sunpointe
Missouri
$395K +$586 +1 +0.1%
RW
974
REDW Wealth
New Mexico
$395K -$61.5K -105 -13%
CT
975
Colonial Trust
South Carolina
$393K -$33.4K -57 -8%