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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
AT
1376
Arlington Trust
Alabama
$12.5K
RI
1377
Ridgewood Investments
New Jersey
$12.5K
SFGP
1378
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$11.4K +$11.7K +20 New
CFG
1379
CKW Financial Group
Hawaii
$11K
RBC
1380
Roble Belko & Company
Pennsylvania
$11K
LOIP
1381
Live Oak Investment Partners
Texas
$10.8K
WWP
1382
WR Wealth Planners
Missouri
$10.3K +$5.28K +9 +100%
MMCM
1383
Murphy & Mullick Capital Management
New York
$10.3K +$10.6K +18 New
CAWM
1384
Capital A Wealth Management
Pennsylvania
$9.68K +$9.96K +17 New
NFSG
1385
Newbridge Financial Services Group
Florida
$9.34K
GFPC
1386
Global Financial Private Client
Florida
$9.11K
KTC
1387
Kentucky Trust Company
Kentucky
$9.11K +$9.38K +16 New
VNA
1388
Valley National Advisers
Pennsylvania
$9K
DAM
1389
Delta Asset Management
Tennessee
$8.54K
CAS
1390
Coppell Advisory Solutions
Texas
$7.96K
HWA
1391
HHM Wealth Advisors
Tennessee
$7.41K
NCM
1392
Northwest Capital Management
Oregon
$7.41K
SC
1393
Stephens Consulting
Michigan
$7.41K
GIA
1394
GHP Investment Advisors
Colorado
$6.83K
FFO
1395
Fortitude Family Office
Arizona
$5.7K
SC
1396
Solstein Capital
California
$5.7K
FC
1397
Fairscale Capital
New Hampshire
$4.57K
SFCL
1398
Strengthening Families & Communities LLC
Massachusetts
$4K +$4.1K +7 New
CSC
1399
Caldwell Sutter Capital
California
$3.99K
VHAM
1400
Van Hulzen Asset Management
California
$2.85K +$2.93K +5 New