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
DWM
1251
Darwin Wealth Management
Florida
$173K -$586 -1 -0.3%
PCWA
1252
Pacific Capital Wealth Advisors
California
$171K
MHIP
1253
Mountain Hill Investment Partners
New Jersey
$171K +$176K +300 New
SPF
1254
South Plains Financial
Texas
$170K +$175K +298 New
UB
1255
UMB Bank
Missouri
$162K -$2.23M -3,800 -93%
BWM
1256
Bernard Wealth Management
Michigan
$160K +$165K +281 New
IIC
1257
Integrated Investment Consultants
Michigan
$160K +$16.1M +27,514 New
CFGS
1258
Concourse Financial Group Securities
Alabama
$159K
LWANC
1259
Laurel Wealth Advisors (North Carolina)
North Carolina
$157K
JGIA
1260
Jackson Grant Investment Advisers
Connecticut
$152K +$586 +1 +0.4%
ANBT
1261
American National Bank & Trust
Texas
$150K -$155K -265 -50%
AIC
1262
Archer Investment Corporation
Indiana
$146K
EWM
1263
Evermay Wealth Management
Virginia
$143K
LAMC
1264
Longview Asset Management (California)
California
$139K +$143K +244 New
CB
1265
CNB Bank
Pennsylvania
$134K
GI
1266
GAMMA Investing
California
$133K
LI
1267
LRI Investments
Florida
$132K -$438K -747 -76%
PP
1268
PrairieView Partners
Minnesota
$128K
SS
1269
Sunbelt Securities
Texas
$122K +$14.7K +25 +13%
CFP
1270
Comprehensive Financial Planning
Pennsylvania
$121K +$125K +213 New
NBT
1271
Northwest Bank & Trust
Iowa
$118K -$2.35K -4 -2%
FDCP
1272
Foster Dykema Cabot & Partners
Massachusetts
$117K -$26.4K -45 -18%
VWM
1273
Vermillion Wealth Management
Minnesota
$114K +$118K +201 New
HCM
1274
Hollencrest Capital Management
California
$114K
PPWM
1275
PFG Private Wealth Management
Florida
$113K