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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
AZ
1051
Alpha Zero
Florida
$319K +$328K +560 New
CFS
1052
Coordinated Financial Services
Colorado
$319K +$328K +560 New
HNWAG
1053
High Net Worth Advisory Group
Florida
$318K
TD Asset Management
1054
TD Asset Management
Ontario, Canada
$318K +$9.96K +17 +3%
GSWM
1055
Greenup Street Wealth Management
Michigan
$317K
CA
1056
CoreCap Advisors
Michigan
$317K -$31.1K -53 -9%
PCA
1057
Prosperity Capital Advisors
Ohio
$316K
FPW
1058
Flagship Private Wealth
Massachusetts
$313K -$34K -58 -10%
RLIM
1059
Red Lighthouse Investment Management
New York
$313K
CWA
1060
Clarus Wealth Advisors
Arizona
$312K -$7.62K -13 -2%
TDC
1061
Thompson Davis & Co
Virginia
$312K -$22.9K -39 -7%
AAS
1062
Annex Advisory Services
Wisconsin
$311K +$320K +546 New
FFA
1063
First Foundation Advisors
California
$310K +$586 +1 +0.2%
HT
1064
Heritage Trust
Oklahoma
$310K +$319K +544 New
HB
1065
HTLF Bank
Colorado
$309K -$1.76K -3 -0.5%
PWPS
1066
Pinnacle Wealth Planning Services
Ohio
$308K +$317K +541 New
AIM
1067
Arcadia Investment Management
Michigan
$308K
FC
1068
Financial Council
Maryland
$307K +$38.7K +66 +14%
MSCM
1069
McElhenny Sheffield Capital Management
Texas
$305K
ECM
1070
Evergreen Capital Management
Washington
$305K
TSMHT
1071
Thurston Springer Miller Herd & Titak
Indiana
$304K +$272K +464 +663%
PIM
1072
Parker Investment Management
California
$302K +$311K +530 New
HWP
1073
Heritage Wealth Partners
Ohio
$300K +$586 +1 +0.2%
WTB
1074
Washington Trust Bank
Washington
$300K +$308K +526 New
Empower Advisory Group
1075
Empower Advisory Group
Colorado
$299K