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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
CWP
1351
Concord Wealth Partners
Virginia
$26.6K
RWM
1352
Ruedi Wealth Management
Illinois
$26.2K
JSAM
1353
J. Safra Asset Management
New York
$25.6K +$26.4K +45 New
CTWM
1354
Cherry Tree Wealth Management
Minnesota
$25.1K
OWP
1355
ORG Wealth Partners
Texas
$24.5K +$25.2K +43 New
BA
1356
Bellwether Advisors
Nebraska
$23.4K +$24K +41 New
CW
1357
Curio Wealth
Maryland
$23.4K +$24K +41 New
TCM
1358
TruNorth Capital Management
Michigan
$22.8K -$5.86K -10 -20%
SMAM
1359
Sugar Maple Asset Management
Wisconsin
$22.8K +$23.4K +40 New
CAL
1360
Capital Analysts LLC
Pennsylvania
$22K
Amundi
1361
Amundi
France
$20.1K
OW
1362
Olistico Wealth
Oklahoma
$19.9K
WB
1363
Webster Bank
Connecticut
$19.9K
Russell Investments Group
1364
Russell Investments Group
United Kingdom
$19.9K +$15.8K +27 +338%
CT
1365
Clearstead Trust
Maine
$18.2K
T
1366
Tidemark
California
$17.7K
BLC
1367
Brown, Lisle/Cummings
Rhode Island
$17.1K
CAIM
1368
Catherine Avery Investment Management
Florida
$17.1K +$17.6K +30 New
FCG
1369
Financial Connections Group
California
$17K
AAP
1370
Arax Advisory Partners
Colorado
$16.3K -$9.96K -17 -37%
GCM
1371
Gables Capital Management
Florida
$15.4K
BFS
1372
Burkett Financial Services
South Carolina
$14.4K
CSB
1373
City State Bank
Iowa
$14.2K
PPA
1374
Painted Porch Advisors
California
$14.2K
TAM
1375
Tucker Asset Management
Colorado
$12.5K -$22.3K -38 -63%