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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
Bank of America
1
Bank of America
North Carolina
$1.19B -$24.5M -41,805 -2%
Wells Fargo
2
Wells Fargo
California
$781M +$38.4M +65,493 +5%
Morgan Stanley
3
Morgan Stanley
New York
$642M -$51M -87,043 -7%
Northern Trust
4
Northern Trust
Illinois
$635M +$914K +1,560 +0.1%
US Bancorp
5
US Bancorp
Minnesota
$596M -$10.6M -18,001 -2%
Goldman Sachs
6
Goldman Sachs
New York
$531M -$122M -207,540 -18%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$516M -$7.72M -13,166 -1%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$431M -$7.1M -12,112 -2%
UBS Group
9
UBS Group
Switzerland
$387M +$28.4M +48,514 +8%
Raymond James Financial
10
Raymond James Financial
Florida
$328M +$338M +576,599 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$317M +$8.79M +14,988 +3%
MCM
12
Moore Capital Management
New York
$300M +$309M +527,000 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$294M +$12.3M +20,981 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$280M -$141M -241,067 -33%
JP Morgan Chase
15
JP Morgan Chase
New York
$229M +$35.8M +61,062 +18%
Citadel Advisors
16
Citadel Advisors
Florida
$225M +$161M +273,864 +225%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$215M +$158M +269,180 +247%
SG Americas Securities
18
SG Americas Securities
New York
$151M +$145M +248,146 +1,411%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$150M +$65.1M +111,055 +73%
AllianceBernstein
20
AllianceBernstein
Tennessee
$148M -$11.6M -19,767 -7%
Corient Private Wealth
21
Corient Private Wealth
Florida
$145M -$727K -1,240 -0.5%
Creative Planning
22
Creative Planning
Kansas
$142M +$383K +654 +0.3%
MCM
23
MAI Capital Management
Ohio
$141M +$4.62M +7,889 +3%
ABTD
24
Arvest Bank Trust Division
Oklahoma
$134M -$3.54M -6,034 -3%
CCA
25
Conservest Capital Advisors
Pennsylvania
$128M -$9.78M -16,687 -7%