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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
WIA
176
World Investment Advisors
California
$9.02M +$85.6K +146 +0.9%
WANY
177
Wealthspire Advisors (New York)
New York
$9.02M +$486K +829 +6%
CFA
178
Capstone Financial Advisors
Illinois
$8.96M -$222K -378 -2%
EP
179
Essential Planning
New Hampshire
$8.93M +$8.95M +15,261 New
TIAA Trust, National Association
180
TIAA Trust, National Association
North Carolina
$8.86M -$7.03K -12 -0.1%
GA
181
GFS Advisors
Texas
$8.82M -$384K -655 -4%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$8.59M -$879K -1,500 -9%
FTS
183
Fifth Third Securities
Ohio
$8.58M -$1.31M -2,239 -13%
KIA
184
KCM Investment Advisors
California
$8.56M -$219K -373 -2%
GFL
185
Granite FO LLC
New Hampshire
$8.54M +$135K +230 +2%
Victory Capital Management
186
Victory Capital Management
Texas
$8.51M -$4.31M -7,355 -33%
MHWM
187
Montz Harcus Wealth Management
Louisiana
$8.3M +$226K +386 +3%
CAG
188
Csenge Advisory Group
Florida
$8.25M +$138K +235 +2%
MIC
189
Means Investment Company
Maine
$8.24M -$28.7K -49 -0.3%
BPC
190
Bearing Point Capital
Minnesota
$8.18M +$8.42M +14,357 New
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$8.12M -$4.76M -8,120 -36%
RWB
192
RMR Wealth Builders
New Jersey
$8.12M +$131K +224 +2%
Legal & General Group
193
Legal & General Group
United Kingdom
$8.09M
NW
194
NewEdge Wealth
Pennsylvania
$8.02M +$7.66M +13,073 +1,305%
CTA
195
Chesley Taft & Associates
Illinois
$7.98M -$41K -70 -0.5%
BWAM
196
Boyd Watterson Asset Management
Ohio
$7.94M +$150K +256 +2%
SAF
197
Smith Anglin Financial
Texas
$7.8M -$25.8K -44 -0.3%
ATWA
198
Arbor Trust Wealth Advisors
Michigan
$7.8M -$138K -235 -2%
BFO
199
Boston Family Office
Massachusetts
$7.79M -$292K -498 -4%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$7.76M -$420K -716 -5%