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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
CA
251
Capital Advantage
California
$4.87M +$5.93K +13 +0.1%
WPW
252
Waldron Private Wealth
Pennsylvania
$4.85M +$634K +1,391 +16%
BAM
253
Belpointe Asset Management
Nevada
$4.83M +$571K +1,252 +14%
RWB
254
RMR Wealth Builders
New Jersey
$4.8M +$2.79M +6,128 +155%
SCG
255
Sonata Capital Group
Washington
$4.79M -$31K -68 -0.7%
CA
256
Crewe Advisors
Utah
$4.79M +$2.28K +5 +0%
AIP
257
Ameritas Investment Partners
Nebraska
$4.78M +$4.56M +10,000 +22,222%
RC
258
RBF Capital
California
$4.76M
SB
259
Sunflower Bank
Texas
$4.75M -$596K -1,307 -12%
CCFCSB
260
Cape Cod Five Cents Savings Bank
Massachusetts
$4.7M -$86.2K -189 -2%
ANTB
261
AMG National Trust Bank
Colorado
$4.69M -$91.2K -200 -2%
PFS
262
Prospera Financial Services
Texas
$4.67M +$18.2K +40 +0.4%
SF
263
Synovus Financial
Georgia
$4.51M -$275K -603 -6%
IA
264
IFG Advisory
Georgia
$4.46M -$181K -398 -4%
B
265
Bailard
California
$4.45M +$1.58M +3,475 +59%
CAG
266
Csenge Advisory Group
Florida
$4.43M +$4.15M +9,109 New
ABC
267
Associated Banc-Corp
Wisconsin
$4.27M -$2.64M -5,800 -26%
SWM
268
Segment Wealth Management
Texas
$4.18M -$32.4K -71 -0.8%
MMHP
269
Murphy Middleton Hinkle & Parker
Georgia
$4.18M +$912 +2 +0%
EK
270
Evensky & Katz
Florida
$4.17M -$164K -359 -4%
G
271
GenTrust
Florida
$4.15M +$4.12M +9,039 New
PFA
272
Pettinga Financial Advisors
Indiana
$4.13M -$67.9K -149 -2%
HI
273
Harbour Investments
Wisconsin
$4.03M +$3.86M +8,471 New
HIS
274
Harvest Investment Services
Illinois
$4.02M -$182K -399 -5%
BPB
275
Badgley, Phelps & Bell
Washington
$4.01M -$645K -1,414 -14%