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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
EIP
1126
Ellis Investment Partners
Pennsylvania
$267K +$586 +1 +0.2%
GWAG
1127
Garrett Wealth Advisory Group
Texas
$267K -$8.79K -15 -3%
TWM
1128
Tradition Wealth Management
Minnesota
$266K
WA
1129
WealthTrust Axiom
Pennsylvania
$265K +$586 +1 +0.2%
RMC
1130
Resources Management Corp
Connecticut
$265K -$46.9K -80 -15%
B
1131
Bensler
Washington
$265K
IP
1132
Isthmus Partners
Wisconsin
$265K
WCM
1133
Windsor Capital Management
Arizona
$265K -$21.7K -37 -7%
LAM
1134
Lewis Asset Management
California
$265K +$586 +1 +0.2%
RFP
1135
Root Financial Partners
California
$264K
MWM
1136
Merriman Wealth Management
Washington
$262K -$62.1K -106 -19%
IAS
1137
Investment Advisory Services
Texas
$262K
OBGC
1138
O'Brien Greene & Co
Pennsylvania
$262K
NFG
1139
Nations Financial Group
Iowa
$261K +$50.4K +86 +23%
ACI
1140
Alpha Cubed Investments
California
$261K +$269K +459 New
SRC
1141
Shufro Rose & Co
New York
$260K -$14.7K -25 -5%
MAS
1142
Meeder Advisory Services
Ohio
$259K -$6.45K -11 -2%
EA
1143
Everpar Advisors
Oklahoma
$259K +$267K +455 New
FWA
1144
FSM Wealth Advisors
Ohio
$258K
OPTFSNA
1145
Old Point Trust & Financial Services N A
Virginia
$257K +$265K +452 New
GWANC
1146
Guardian Wealth Advisors (North Carolina)
North Carolina
$257K -$38.1K -65 -13%
EF
1147
Exeter Financial
Arizona
$256K
GWP
1148
Gateway Wealth Partners
Wisconsin
$256K
WIM
1149
Westside Investment Management
California
$256K
SF
1150
Symphony Financial
Texas
$256K