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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
PFG
1101
PAX Financial Group
Texas
$285K
MMM
1102
Mendel Money Management
Illinois
$284K -$14.1K -24 -5%
AF
1103
Apexium Financial
Texas
$283K -$2.93K -5 -1%
MW
1104
Marcum Wealth
Ohio
$283K -$1.76K -3 -0.6%
WA
1105
Wambolt & Associates
Colorado
$283K
BOJHT
1106
Bank of Jackson Hole Trust
Wyoming
$283K +$291K +496 New
AFG
1107
Allegheny Financial Group
Pennsylvania
$282K +$6.45K +11 +2%
MAG
1108
MRA Advisory Group
New Jersey
$281K
BWA
1109
BlueSky Wealth Advisors
North Carolina
$281K
DFA
1110
Davies Financial Advisors
California
$280K -$23.4K -40 -8%
BC
1111
Burney Company
Virginia
$279K
BL
1112
BFSG LLC
California
$276K
CWS
1113
Cypress Wealth Services
California
$276K
LWA
1114
Lantern Wealth Advisors
New York
$273K +$586 +1 +0.2%
BHIA
1115
Birch Hill Investment Advisors
Massachusetts
$272K
RIG
1116
RiverFront Investment Group
Virginia
$272K +$280K +477 New
MCA
1117
Maryland Capital Advisors
Maryland
$271K -$8.79K -15 -3%
HDIM
1118
Hanson & Doremus Investment Management
Vermont
$271K
IWM
1119
IHT Wealth Management
Illinois
$271K -$301K -514 -52%
CBB
1120
Citizens Business Bank
California
$271K
EAM
1121
Empirical Asset Management
Massachusetts
$270K +$5.86K +10 +2%
NC
1122
Napatree Capital
Rhode Island
$269K +$30.5K +52 +12%
PP
1123
PDS Planning
Ohio
$268K -$1.76K -3 -0.6%
CA
1124
CapWealth Advisors
Tennessee
$268K
CAM
1125
CenterStar Asset Management
Illinois
$268K +$275K +470 New