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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
RL
1301
Rogco LP
Oklahoma
$74K
OP
1302
ORG Partners
Indiana
$74K +$25.2K +43 +50%
Q1WB
1303
Quest 10 Wealth Builders
Virginia
$73.5K +$75.6K +129 New
HNB
1304
Hilltop National Bank
Wyoming
$71.2K
WTA
1305
Washington Trust Advisors
Massachusetts
$71.2K
CI
1306
Clal Insurance
Israel
$70K +$71.5K +122 New
KWAG
1307
Kiely Wealth Advisory Group
North Carolina
$69.7K
NOI
1308
Newton One Investments
Delaware
$69.1K +$70.9K +121 New
RIL
1309
Rothschild Investment LLC
Illinois
$68.5K +$11.7K +20 +20%
CH
1310
Canton Hathaway
Rhode Island
$66K
SWM
1311
Sugarloaf Wealth Management
Georgia
$62.4K -$9.38K -16 -13%
CCA
1312
Criterion Capital Advisors
Tennessee
$61K
CA
1313
Continuum Advisory
Idaho
$60.9K +$33.4K +57 +114%
AF
1314
Advisornet Financial
Minnesota
$59.8K +$8.79K +15 +17%
National Bank of Canada
1315
National Bank of Canada
Quebec, Canada
$58.7K +$29.3K +50 +94%
Toronto Dominion Bank
1316
Toronto Dominion Bank
Ontario, Canada
$57K
Man Group
1317
Man Group
United Kingdom
$57K -$637K -1,086 -92%
AIM
1318
Anchor Investment Management
South Carolina
$57K
CYG
1319
Clean Yield Group
Vermont
$57K
SNB
1320
Security National Bank
Nebraska
$57K
PAM
1321
Parvin Asset Management
South Dakota
$57K +$58.6K +100 New
AWM
1322
AllSquare Wealth Management
New York
$56.4K
ICM
1323
Islay Capital Management
Texas
$55.8K
GP
1324
Greenline Partners
New York
$53.5K +$55.1K +94 New
MSG
1325
Main Street Group
Virginia
$51.3K