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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
ESB
1176
Essex Savings Bank
Connecticut
$236K -$28.7K -49 -11%
VPIM
1177
Vanguard Personalized Indexing Management
California
$236K
TC
1178
Trust Company
Kansas
$234K
BPAMU
1179
BTG Pactual Asset Management US
New York
$233K +$240K +410 New
HF
1180
HRT Financial
New York
$232K +$239K +408 New
FAC
1181
Financial Advisory Corporation
Michigan
$232K +$239K +407 New
SSWM
1182
Sheets Smith Wealth Management
North Carolina
$231K
ARA
1183
Alexander Randolph Advisory
Virginia
$230K
GIM
1184
Grassi Investment Management
California
$229K +$586 +1 +0.2%
TCPG
1185
Trivant Custom Portfolio Group
California
$228K -$1.17K -2 -0.5%
CWM
1186
Cordatus Wealth Management
Pennsylvania
$228K
BCAM
1187
Boston Common Asset Management
Massachusetts
$228K
CV
1188
Counterweight Ventures
North Carolina
$228K
MWS
1189
Maxwell Wealth Strategies
California
$228K
PWP
1190
Pursue Wealth Partners
California
$228K
HC
1191
Hoese & Co
Minnesota
$228K
SFWA
1192
Summit Financial Wealth Advisors
Louisiana
$228K +$1.76K +3 +0.8%
GAA
1193
Global Assets Advisory
Florida
$227K
RWM
1194
Rockwood Wealth Management
Pennsylvania
$227K
PAS
1195
Park Avenue Securities
New York
$227K -$22.9K -39 -9%
FAT
1196
First American Trust
California
$227K
PCH
1197
PGIM Custom Harvest
New Jersey
$227K
HCM
1198
Hengehold Capital Management
Ohio
$226K
KWM
1199
Kolinsky Wealth Management
New Jersey
$226K +$233K +397 New
CWS
1200
Confluence Wealth Services
Pennsylvania
$226K