We are live on ! Find out more
MDY icon

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
C
976
Certuity
Florida
$392K -$586 -1 -0.1%
HWA
977
Heartwood Wealth Advisors
Virginia
$392K +$16.4K +28 +4%
TSWM
978
Tyler-Stone Wealth Management
Ohio
$392K
SMA
979
Seven Mile Advisory
New Jersey
$391K
BFC
980
Bedel Financial Consulting
Indiana
$390K
RA
981
Rise Advisors
New York
$388K +$24.6K +42 +7%
GIA
982
Guyasuta Investment Advisors
Pennsylvania
$385K +$586 +1 +0.1%
FMII
983
Farmers & Merchants Investments Inc
Nebraska
$384K
EWA
984
Evolution Wealth Advisors
Florida
$384K +$396K +675 New
OCM
985
Orion Capital Management
California
$384K
RSWM
986
Robertson Stephens Wealth Management
California
$381K -$103K -176 -21%
PAMG
987
Patton Albertson Miller Group
Tennessee
$380K
GPA
988
Guidance Point Advisors
Massachusetts
$380K +$14.7K +25 +4%
SC
989
Sapient Capital
Indiana
$378K +$28.7K +49 +8%
HSA
990
HBK Sorce Advisory
Pennsylvania
$376K -$586 -1 -0.2%
FFB
991
First Financial Bankshares
Texas
$374K +$1.76K +3 +0.5%
CCA
992
Clearwater Capital Advisors
Illinois
$374K
CS
993
Cannell & Spears
New York
$373K
LNB
994
Ledyard National Bank
$372K -$13.5K -23 -3%
FFM
995
Forum Financial Management
Illinois
$370K
DL
996
DOHJ LLC
Washington
$370K
RA
997
Ruggaard & Associates
Ohio
$370K
WIC
998
Wilkins Investment Counsel
Massachusetts
$370K +$381K +650 New
MPW
999
Monterey Private Wealth
California
$370K
BTW
1000
Boston Trust Walden
Massachusetts
$367K