We are live on ! Find out more
MDY icon

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
UL
201
Unionview LLC
Washington
$7.71M -$110K -188 -1%
BB
202
Busey Bank
Illinois
$7.7M -$17.6K -30 -0.2%
LW
203
Linscomb Wealth
Texas
$7.68M -$379K -647 -5%
BHCM
204
Brevan Howard Capital Management
Jersey
$7.62M +$5.63M +9,599 +254%
PCFFS
205
Pacific Center for Financial Services
California
$7.59M -$147K -250 -2%
TA
206
TKG Advisors
Indiana
$7.47M +$499K +852 +7%
SCA
207
STALEY CAPITAL ADVISERS
Pennsylvania
$7.46M
GBT
208
Grove Bank & Trust
Florida
$7.34M -$12.3K -21 -0.2%
PAG
209
Private Advisor Group
New Jersey
$7.3M -$329K -561 -4%
MWA
210
Meridian Wealth Advisors
Texas
$7.26M +$42.2K +72 +0.6%
SHGA
211
Sand Hill Global Advisors
California
$6.96M -$9.96K -17 -0.1%
VAS
212
Vestmark Advisory Solutions
Massachusetts
$6.91M +$7.11M +12,125 New
RCP
213
Rothschild Capital Partners
New York
$6.89M +$2.35K +4 +0%
DWM
214
Dakota Wealth Management
Florida
$6.81M -$97.3K -166 -1%
CB
215
Community Bank
New York
$6.74M -$29.3K -50 -0.4%
HA
216
Hanover Advisors
South Carolina
$6.63M +$330K +563 +5%
PWMAG
217
Pinnacle Wealth Management Advisory Group
New Jersey
$6.62M +$4.1K +7 +0.1%
SF
218
Synovus Financial
Georgia
$6.57M -$416K -709 -6%
PAM
219
Palisade Asset Management
Minnesota
$6.57M -$21.1K -36 -0.3%
GIM
220
Goelzer Investment Management
Indiana
$6.55M -$95K -162 -1%
FHA
221
First Horizon Advisors
Tennessee
$6.34M +$68.6K +117 +1%
MPCA
222
Madison Park Capital Advisors
Washington
$6.31M -$2.01M -3,422 -24%
BEC
223
Blue Edge Capital
Virginia
$6.25M -$73.3K -125 -1%
LI
224
Latigo Investments
Florida
$6.24M
TIP
225
Tandem Investment Partners
New Jersey
$6.2M +$6.38M +10,893 New