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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
IFWM
1001
Institute for Wealth Management
Colorado
$365K -$234K -400 -38%
LA
1002
Lane & Associates
New Jersey
$362K +$131K +223 +57%
ACA
1003
Anchor Capital Advisors
Massachusetts
$362K
SWA
1004
Sax Wealth Advisors
New Jersey
$362K
MAM
1005
Milestone Asset Management
Pennsylvania
$361K -$858K -1,464 -70%
VWA
1006
Visionary Wealth Advisors
Illinois
$361K +$25.8K +44 +7%
CWA
1007
CM Wealth Advisors
Ohio
$360K
XPN
1008
XY Planning Network
Montana
$359K +$370K +631 New
ZIM
1009
Zacks Investment Management
Illinois
$358K +$11.1K +19 +3%
CFS
1010
CRA Financial Services
New Jersey
$355K
CFD
1011
Creative Financial Designs
Indiana
$354K +$68.6K +117 +23%
RAM
1012
Riggs Asset Management
Pennsylvania
$354K
PFA
1013
Pure Financial Advisors
California
$353K +$15.8K +27 +5%
OC
1014
Optima Capital
Oregon
$353K +$362K +617 New
ICP
1015
Impact Capital Partners
Colorado
$353K +$363K +619 New
PA
1016
Parallel Advisors
California
$350K +$29.3K +50 +9%
CA
1017
Cortland Associates
Missouri
$350K
PS
1018
Principal Securities
Iowa
$349K +$25.2K +43 +8%
S
1019
SignatureFD
Georgia
$348K -$5.28K -9 -1%
SI
1020
Shaker Investments
Ohio
$346K +$1.17K +2 +0.3%
RRCM
1021
Rappaport Reiches Capital Management
Illinois
$344K
SFI
1022
SPC Financial Inc
Maryland
$343K -$9.38K -16 -3%
CNB
1023
Camden National Bank
Maine
$343K
RYIA
1024
Roehl & Yi Investment Advisors
Oregon
$343K +$353K +603 New
UCB
1025
United Community Bank
South Carolina
$342K