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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
SFC
1026
SYM Financial Corp
Indiana
$342K
TWM
1027
TriaGen Wealth Management
California
$342K
SW
1028
SkyOak Wealth
Michigan
$342K +$352K +600 New
BEI
1029
Benjamin Edwards Inc
Missouri
$342K
AGC
1030
Aspen Grove Capital
Colorado
$338K +$346K +591 New
AWM
1031
Avior Wealth Management
Nebraska
$338K +$68K +116 +24%
NCM
1032
Novare Capital Management
North Carolina
$337K
WDL
1033
Well Done LLC
Michigan
$336K
CIM
1034
Contravisory Investment Management
Massachusetts
$336K +$192K +328 +125%
BI
1035
Berkeley Inc
Idaho
$334K -$343K -586 -50%
SFG
1036
SNS Financial Group
Minnesota
$329K
MW
1037
Members Wealth
Pennsylvania
$328K +$332K +566 New
HIG
1038
Heritage Investment Group
Florida
$328K
LFS
1039
Legacy Financial Strategies
Kansas
$327K
DAC
1040
Dividend Assets Capital
South Carolina
$325K
PCMK
1041
Paragon Capital Management (Kansas)
Kansas
$325K
HA
1042
Huntleigh Advisors
Missouri
$325K +$334K +570 New
NPAN
1043
Northeast Planning Associates NH
New Hampshire
$325K +$334K +570 New
IP
1044
Investment Partners
Ohio
$324K
BMCM
1045
Bryn Mawr Capital Management
Pennsylvania
$322K -$176K -300 -35%
SIA
1046
Schechter Investment Advisors
Michigan
$321K
NAS
1047
NWF Advisory Services
California
$321K -$586 -1 -0.2%
QCM
1048
QRG Capital Management
Illinois
$321K -$1.76K -3 -0.5%
TFA
1049
Toth Financial Advisory
Virginia
$320K +$200K +342 +156%
AIM
1050
Avity Investment Management
Connecticut
$319K