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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
OCM
1201
Objective Capital Management
Ohio
$224K +$586 +1 +0.3%
IWP
1202
IAG Wealth Partners
Wisconsin
$223K
TP
1203
Tranquility Partners
Tennessee
$223K
FIB
1204
First Interstate Bank
Montana
$221K +$227K +388 New
PCMF
1205
Private Capital Management (Florida)
Florida
$219K
RFG
1206
RFP Financial Group
Georgia
$219K +$226K +385 New
NHC
1207
Nicholas Hoffman & Company
Georgia
$218K
BIM
1208
Breakwater Investment Management
Washington
$216K
SWM
1209
SeaCrest Wealth Management
New York
$216K
VCM
1210
Vivaldi Capital Management
Illinois
$216K -$6.45K -11 -3%
HPC
1211
Hobart Private Capital
North Carolina
$215K +$222K +378 New
OCPWS
1212
One Charles Private Wealth Services
Massachusetts
$215K
FFG
1213
Fortem Financial Group
California
$214K
AP
1214
Atwood & Palmer
Missouri
$212K -$11.1K -19 -5%
SFO
1215
Stokes Family Office
Louisiana
$212K -$46.9K -80 -18%
NIM
1216
Northeast Investment Management
Massachusetts
$212K
BW
1217
BostonPremier Wealth
Massachusetts
$211K +$217K +370 New
JC
1218
Jacobs & Co
California
$210K
YIA
1219
YHB Investment Advisors
Connecticut
$210K
ADL
1220
Asset Dedication LLC
California
$209K
RBFC
1221
Roman Butler Fullerton & Co
Missouri
$208K +$206K +352 New
SCM
1222
Saxony Capital Management
Missouri
$208K -$1.19M -2,036 -85%
LTL
1223
Lowery Thomas LLC
California
$208K +$586 +1 +0.3%
CCA
1224
Cora Capital Advisors
New Jersey
$207K
AWM
1225
Accurate Wealth Management
Florida
$207K +$212K +362 New