We are live on ! Find out more
MDY icon

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
FHC
1226
First Heartland Consultants
Missouri
$206K -$82.1K -140 -28%
LK
1227
Lumbard & Kellner
New Hampshire
$205K
WCM
1228
Wealthcare Capital Management
Virginia
$204K
MFG
1229
Magnus Financial Group
New York
$204K +$210K +358 New
AMIM
1230
Aull & Monroe Investment Management
Alabama
$204K
DLCIG
1231
D.L. Carlson Investment Group
New Hampshire
$204K +$210K +358 New
HIA
1232
Harbor Investment Advisory
Maryland
$202K
UF
1233
Univest Financial
Pennsylvania
$201K -$4.1K -7 -2%
ACM
1234
American Capital Management
New York
$201K
SFWC
1235
Strategic Family Wealth Counselors
New Jersey
$200K +$206K +352 New
GIM
1236
Guild Investment Management
California
$200K +$205K +350 New
HBW
1237
Hazlett, Burt & Watson
West Virginia
$200K +$70.9K +121 +53%
BC
1238
Blackhill Capital
New Jersey
$200K
PP
1239
Pingora Partners
Wyoming
$199K
OC
1240
Oarsman Capital
Wisconsin
$194K
EBA
1241
Eagle Bay Advisors
New York
$189K +$195K +332 New
BBPWM
1242
Blue Bell Private Wealth Management
Pennsylvania
$189K
SVCP
1243
Silicon Valley Capital Partners
California
$189K +$586 +1 +0.3%
OA
1244
Operose Advisors
Wisconsin
$187K
WWA
1245
Wingate Wealth Advisors
Massachusetts
$187K +$192K +328 New
MG
1246
Mather Group
Illinois
$187K
CSWM
1247
Cassady Schiller Wealth Management
Ohio
$181K -$143K -244 -43%
FG
1248
Fairman Group
Pennsylvania
$175K +$586 +1 +0.3%
KFI
1249
Key Financial Inc
Pennsylvania
$174K +$174K +296 +2,960%
GWM
1250
Geneos Wealth Management
Colorado
$173K -$36.3K -62 -17%