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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
SPIA
126
Steward Partners Investment Advisory
New York
$14.5M -$121K -206 -0.8%
SC
127
Savant Capital
Illinois
$14.4M -$124K -211 -0.8%
AEPWM
128
Atlantic Edge Private Wealth Management
Florida
$14M -$38.1K -65 -0.3%
LJAC
129
L.J. Altfest & Co
New York
$13.9M +$13.1M +22,332 +1,045%
Citigroup
130
Citigroup
New York
$13.9M -$3.86M -6,583 -21%
WFA
131
Wellspring Financial Advisors
Ohio
$13.9M -$347K -592 -2%
CIC
132
Carnegie Investment Counsel
Ohio
$13.4M -$326K -557 -2%
AAS
133
Avantax Advisory Services
Texas
$13.3M +$405K +691 +3%
Millennium Management
134
Millennium Management
New York
$13.2M +$13.6M +23,216 New
MA
135
MCF Advisors
Kentucky
$13.1M -$44.5K -76 -0.3%
CT
136
Caldwell Trust
Florida
$12.9M -$169K -289 -1%
GT
137
Glenmede Trust
Pennsylvania
$12.4M -$5.18M -8,839 -29%
CFO
138
Callan Family Office
Pennsylvania
$11.8M +$6.45K +11 +0.1%
TCA
139
Trifecta Capital Advisors
Illinois
$11.7M +$8.79K +15 +0.1%
ST
140
Sageworth Trust
Pennsylvania
$11.6M +$6.31M +10,765 +112%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$11.6M -$1.39M -2,376 -11%
ECM
142
Exchange Capital Management
Michigan
$11.5M -$18.2K -31 -0.2%
ONB
143
Old National Bancorp
Indiana
$11.5M -$189K -322 -2%
DBIA
144
Dumont & Blake Investment Advisors
New Jersey
$11.5M -$157K -267 -1%
VFG
145
Victory Financial Group
Texas
$11.4M +$11.8M +20,090 New
JA
146
JVL Associates
Michigan
$11.3M -$27K -46 -0.2%
PCA
147
Peddock Capital Advisors
Massachusetts
$11.2M +$300K +511 +3%
LFS
148
Lutz Financial Services
Nebraska
$10.9M -$182K -310 -2%
CCB
149
Country Club Bank
Missouri
$10.9M -$129K -220 -1%
MCCA
150
Mill Creek Capital Advisors
Pennsylvania
$10.7M -$1.35M -2,296 -11%