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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
AWA
1151
Arete Wealth Advisors
Illinois
$256K +$15.2K +26 +6%
CWG
1152
Cornerstone Wealth Group
North Carolina
$255K
FPGK
1153
Financial Partners Group (Kansas)
Kansas
$255K
IWA
1154
Inspirion Wealth Advisors
Illinois
$255K
EM
1155
Excalibur Management
Massachusetts
$255K
FPF
1156
First Pacific Financial
Washington
$254K -$11.1K -19 -4%
PP
1157
Patten & Patten
Tennessee
$253K
AWA
1158
Aquire Wealth Advisors
Utah
$253K
RPGK
1159
Retirement Planning Group (Kansas)
Kansas
$253K
OIM
1160
Oder Investment Management
California
$252K
SC
1161
SouthState Corp
Florida
$251K
HWMO
1162
Heritage Wealth Management (Ohio)
Ohio
$250K +$15.2K +26 +6%
WMA
1163
William Mack & Associates
Michigan
$245K +$253K +431 New
CAAS
1164
Capital Asset Advisory Services
Michigan
$245K
VST
1165
Van Strum & Towne
California
$245K
FDCDDQ
1166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$244K -$2.35K -4 -0.9%
BWS
1167
Broadway Wealth Solutions
Texas
$243K +$250K +427 New
FFA
1168
Founders Financial Alliance
North Carolina
$243K
FNT
1169
First Nebraska Trust
Nebraska
$242K
CPC
1170
Cookson Peirce & Co
Pennsylvania
$242K +$249K +425 New
MAS
1171
Madden Advisory Services
Florida
$241K -$1.17K -2 -0.5%
BMWM
1172
Brown Miller Wealth Management
Virginia
$240K
CG
1173
Cynosure Group
Utah
$240K -$14.7K -25 -6%
RWM
1174
Ritholtz Wealth Management
New York
$238K
MAM
1175
Mystic Asset Management
Rhode Island
$238K