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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
Select Equity Group
276
Select Equity Group
New York
$4M -$3.74M -8,201 -49%
BPA
277
Beacon Pointe Advisors
California
$3.99M +$64.3K +141 +2%
BOTW
278
Bank of the West
California
$3.95M -$129K -284 -3%
AIP
279
ARS Investment Partners
New York
$3.94M +$138K +302 +4%
CPA
280
Court Place Advisors
Maryland
$3.94M -$90.3K -198 -2%
WIC
281
Whitegate Investment Counselors
New Hampshire
$3.93M -$356K -780 -9%
SC
282
Steph & Co
Wisconsin
$3.87M -$153K -336 -4%
MSAM
283
Moloney Securities Asset Management
Missouri
$3.85M +$2.45M +5,371 +198%
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$3.81M -$6.38K -14 -0.2%
RMDI
285
R.M. Davis Inc
Maine
$3.77M -$192K -422 -5%
SAM
286
Silvercrest Asset Management
New York
$3.76M +$12.3K +27 +0.3%
MAM
287
Madison Asset Management
Wisconsin
$3.73M -$991K -2,174 -22%
CGH
288
CMG Global Holdings
Texas
$3.73M +$3.57M +7,826 New
RCA
289
Resonant Capital Advisors
Wisconsin
$3.71M -$291K -638 -8%
KeyBank National Association
290
KeyBank National Association
Ohio
$3.51M +$340K +745 +11%
LNWWM
291
Laird Norton Wetherby Wealth Management
California
$3.51M -$78.4K -172 -2%
FHC
292
First Heartland Consultants
Missouri
$3.48M +$3.33M +7,300 New
RhumbLine Advisers
293
RhumbLine Advisers
Massachusetts
$3.44M +$3.3M +7,230 New
SL
294
Salomon & Ludwin
Virginia
$3.43M +$8.21K +18 +0.3%
BRG
295
Bay Rivers Group
Virginia
$3.43M +$54.3K +119 +2%
NCG
296
Newport Capital Group
New Jersey
$3.37M +$139K +305 +4%
CHJWM
297
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.35M +$68.8K +151 +2%
OC
298
Oppenheimer & Co
New York
$3.34M -$280K -613 -8%
SBH
299
Segall Bryant & Hamill
Illinois
$3.33M +$16.4K +36 +0.5%
NFP
300
Novak Financial Planning
Maryland
$3.32M -$267K -585 -8%