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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
MWM
1276
Mascoma Wealth Management
New Hampshire
$113K
AssetMark Inc
1277
AssetMark Inc
California
$111K +$60.4K +103 +112%
NWMP
1278
Noble Wealth Management PBC
Colorado
$109K +$113K +192 New
RDIA
1279
RE Dickinson Investment Advisors
Iowa
$108K
GGI
1280
Godsey & Gibb Inc
Virginia
$105K
BCMLT
1281
Beacon Capital Management LLC (Tennessee)
Tennessee
$103K
MMG
1282
Monetary Management Group
Missouri
$103K -$29.3K -50 -22%
EFP
1283
EnRich Financial Partners
Wisconsin
$103K
TIM
1284
Tortoise Investment Management
New York
$101K
AWM
1285
Activest Wealth Management
Florida
$100K +$25.2K +43 +32%
CAM
1286
Costello Asset Management
Pennsylvania
$98K
HWM
1287
Horizons Wealth Management
North Carolina
$93.4K
ITIM
1288
Indiana Trust & Investment Management
Indiana
$93.4K
SIC
1289
SJS Investment Consulting
Ohio
$92.3K -$11.7K -20 -11%
AWM
1290
Accredited Wealth Management
Kentucky
$88.6K +$90.9K +155 New
TCM
1291
TD Capital Management
Tennessee
$88.3K -$25.2K -43 -22%
ACA
1292
Atlas Capital Advisors
Wyoming
$85.8K
TJHA
1293
Thomas J. Herzfeld Advisors
Florida
$85.4K
TIM
1294
Thompson Investment Management
Wisconsin
$85.4K +$87.9K +150 New
MSWA
1295
Marshall & Sterling Wealth Advisors
New York
$83.5K +$86.2K +147 New
FWM
1296
FSA Wealth Management
Massachusetts
$82.6K
SFA
1297
Semmax Financial Advisors
North Carolina
$77.7K
MSFP
1298
Mark Sheptoff Financial Planning
Connecticut
$77.5K
PS
1299
Pinney & Scofield
Massachusetts
$76.3K +$78.5K +134 New
MG
1300
MilWealth Group
Wisconsin
$74.5K +$76.8K +131 New