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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
APC
1076
Asset Planning Corporation
Tennessee
$299K
JHCP
1077
Jackson Hole Capital Partners
Oklahoma
$298K
BSB
1078
Bangor Savings Bank
Maine
$298K +$96.7K +165 +46%
AWM
1079
Aprio Wealth Management
Georgia
$298K +$1.17K +2 +0.4%
TFO
1080
Tarbox Family Office
California
$297K
PSCM
1081
Per Stirling Capital Management
Texas
$297K -$10.6K -18 -3%
WPC
1082
Wedmont Private Capital
Pennsylvania
$296K
GHA
1083
Granite Harbor Advisors
Texas
$296K
PB
1084
Pinnacle Bancorp
Nebraska
$296K
JF
1085
JSF Financial
California
$295K
MWA
1086
Medallion Wealth Advisors
Connecticut
$294K +$302K +516 New
LW
1087
Libra Wealth
California
$293K
NFC
1088
Northeast Financial Consultants
Connecticut
$292K
FA
1089
Fermata Advisors
California
$291K
KL
1090
KWMG LLC
Kansas
$289K
AWE
1091
Avidian Wealth Enterprises
Texas
$288K +$13.5K +23 +5%
BHWM
1092
Bar Harbor Wealth Management
New Hampshire
$287K -$106K -181 -26%
IRAG
1093
Investment Research & Advisory Group
Georgia
$286K -$202K -344 -41%
DWA
1094
Delap Wealth Advisory
Oregon
$286K
IFA
1095
Index Fund Advisors
California
$286K
Betterment LLC
1096
Betterment LLC
New York
$286K +$44K +75 +18%
FI
1097
Finivi Inc
Massachusetts
$286K +$294K +502 New
KP
1098
Keel Point
Alabama
$286K +$75.6K +129 +35%
FFW
1099
Fusion Family Wealth
New York
$285K
MW
1100
MBL Wealth
North Carolina
$285K