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State Street SPDR S&P MIDCAP 400 ETF Trust

1,027 hedge funds and large institutions have $12.3B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2021 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 249 increasing their positions, 382 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 55

21% more funds holding in top 10

Funds holding in top 10: 6680 (+14)

17% more capital invested

Capital invested by funds: $10.5B → $12.3B (+$1.74B)

7% more funds holding

Funds holding: 9631,027 (+64)

0.21% less ownership

Funds ownership: 60.57%60.37% (-0.21%)

35% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 382

61% less call options, than puts

Call options by funds: $181M | Put options by funds: $466M

Holders
1,027
Holders Change
+64
Holders Change %
+6.65%
% of All Funds
18.03%
Holding in Top 10
80
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+21.21%
% of All Funds
1.4%
New
127
Increased
249
Reduced
382
Closed
55
Calls
$181M
Puts
$466M
Net Calls
-$285M
Net Calls Change
+$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
226
Pinnacle Wealth Management Advisory Group
New Jersey
$5.9M +$16K +35 +0.3%
PAM
227
Peak Asset Management
Colorado
$5.84M -$150K -330 -3%
BFM
228
Boston Financial Management
Massachusetts
$5.84M -$5.47K -12 -0.1%
GSC
229
G&S Capital
Colorado
$5.82M +$2.74K +6 +0%
Franklin Resources
230
Franklin Resources
California
$5.77M -$401K -879 -7%
FHA
231
First Horizon Advisors
Tennessee
$5.77M +$451K +989 +9%
FLPIM
232
F.L. Putnam Investment Management
Massachusetts
$5.73M -$110K -241 -2%
PP
233
Pegasus Partners
Wisconsin
$5.72M +$138K +303 +3%
TRSOTSOK
234
Teachers Retirement System of the State of Kentucky
Kentucky
$5.67M
UCFA
235
United Capital Financial Advisors
Texas
$5.61M -$1.37K -3 -0%
SHGA
236
Sand Hill Global Advisors
California
$5.38M -$3.19K -7 -0.1%
MWA
237
Meridian Wealth Advisors
Texas
$5.38M +$378K +830 +8%
RIG
238
Renaissance Investment Group
Massachusetts
$5.32M -$300K -659 -6%
RCAG
239
Rehmann Capital Advisory Group
Michigan
$5.26M +$4.56M +10,001 +972%
Cerity Partners
240
Cerity Partners
New York
$5.16M -$106K -232 -2%
BWFA
241
Baltimore-Washington Financial Advisors
Maryland
$5.15M -$135K -295 -3%
CTC
242
Central Trust Company
Missouri
$5.15M -$119K -260 -2%
MML Investors Services
243
MML Investors Services
Massachusetts
$5.1M +$391K +858 +9%
EH
244
Equitable Holdings
New York
$5.07M -$127K -278 -3%
FCM
245
Firestone Capital Management
Florida
$5.04M -$16K -35 -0.3%
NPT
246
Nixon Peabody Trust
Massachusetts
$5.04M -$136K -299 -3%
MFA
247
Mayflower Financial Advisors
Massachusetts
$5M -$28.7K -63 -0.6%
DPI
248
Diversified Portfolios Inc
Michigan
$4.99M -$565K -1,240 -11%
WANY
249
Wealthspire Advisors (New York)
New York
$4.96M +$600K +1,317 +14%
FWM
250
Filbrandt Wealth Management
Wisconsin
$4.88M -$373K -818 -7%