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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
KOC
1426
Koss-Olinger Consulting
Florida
-$632K -1,110 Closed
RIA
1427
Regal Investment Advisors
Michigan
-$602K -1,057 Closed
DIP
1428
DT Investment Partners
Pennsylvania
-$571K -1,002 Closed
Prudential Financial
1429
Prudential Financial
New Jersey
-$514K -902 Closed
P
1430
Pitcairn
Pennsylvania
-$500K -878 Closed
Capstone Investment Advisors
1431
Capstone Investment Advisors
New York
-$478K -839 Closed
CCMG
1432
Clark Capital Management Group
Pennsylvania
-$426K -747 Closed
BIC
1433
Beach Investment Counsel
Pennsylvania
-$404K -710 Closed
LA
1434
Lifeworks Advisors
Michigan
-$385K -676 Closed
EP
1435
Edgestream Partners
New Jersey
-$361K -633 Closed
Walleye Capital
1436
Walleye Capital
New York
-$345K -605 Closed
GWA
1437
GGM Wealth Advisors
Maryland
-$308K -541 Closed
AFA
1438
AA Financial Advisors
Ohio
-$289K -508 Closed
JWCA
1439
J.W. Coons Advisors
Ohio
-$249K -437 Closed
KAH
1440
Kathryn A. Hall
-$245K -430 Closed
KV
1441
Kickstand Ventures
New York
-$234K -411 Closed
VCM
1442
Virtue Capital Management
Tennessee
-$219K -384 Closed
BWP
1443
Baldwin Wealth Partners
Massachusetts
-$181K -317 Closed
FAM
1444
Flaharty Asset Management
Florida
-$158K -278 Closed
NFA
1445
Northwest Financial Advisors
Virginia
-$157K -275 Closed
Macquarie Group
1446
Macquarie Group
Australia
-$148K -259 Closed
BCP
1447
Blue Chip Partners
Michigan
-$114K -200 Closed
NS
1448
NBC Securities
Alabama
-$97K -170 Closed
GJWM
1449
Gilliland Jeter Wealth Management
Arkansas
-$39.9K -70 Closed
UFF
1450
USA Financial Formulas
Michigan
-$31.3K -55 Closed