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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
FCT
1326
First Community Trust
Iowa
$51.3K
RA
1327
Ransom Advisory
Rhode Island
$51.3K
SAM
1328
Smartleaf Asset Management
Massachusetts
$50K
FWA
1329
Flagship Wealth Advisors
Massachusetts
$49.6K +$51K +87 New
AG
1330
AmeriFlex Group
Nevada
$49.2K +$48.7K +83 New
PCTC
1331
Perkins Coie Trust Company
Washington
$48.4K
BG
1332
Bollard Group
Massachusetts
$46K
FA
1333
Fedenia Advisers
Wisconsin
$45.6K +$46.9K +80 New
MAS
1334
MPWM Advisory Solutions
Georgia
$45.6K +$46.9K +80 New
WAS
1335
Winch Advisory Services
Wisconsin
$45K
SIM
1336
Synergy Investment Management
Florida
$43.9K +$45.1K +77 New
CBT
1337
CoreFirst Bank & Trust
Kansas
$39.9K
BIG
1338
Brooklyn Investment Group
New York
$36.5K +$37.5K +64 New
CCM
1339
Chilton Capital Management
Texas
$34.7K
NWWA
1340
New Wave Wealth Advisors
Arkansas
$32.5K +$33.4K +57 New
PSB
1341
Piscataqua Savings Bank
New Hampshire
$31.9K
EA
1342
Evolution Advisers
Virginia
$30K
RCM
1343
Richardson Capital Management
Wisconsin
$29.6K
CHC
1344
City Holding Co
West Virginia
$28.5K
CTA
1345
Colonial Trust Advisors
South Carolina
$28.5K
WBC
1346
West Branch Capital
Massachusetts
$28.5K
PWA
1347
Physician Wealth Advisors
Utah
$28.5K +$29.3K +50 New
CIAS
1348
CBIZ Investment Advisory Services
Ohio
$28.5K +$586 +1 +2%
DPW
1349
DiNuzzo Private Wealth
Pennsylvania
$28.2K
WFA
1350
West Financial Advisors
Iowa
$27.9K +$28.7K +49 New