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SPDR S&P MidCap 400 ETF Trust

1,021 hedge funds and large institutions have $12.2B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 248 increasing their positions, 381 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+62
Holders Change %
+6.47%
% of All Funds
17.98%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.37%
New
125
Increased
248
Reduced
381
Closed
55
Calls
$181M
Puts
$466M
Net Calls
-$285M
Net Calls Change
+$56.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
301
Allworth Financial
California
$3.19M +$555K +1,165 +21%
PWP
302
Personal Wealth Partners
Minnesota
$3.19M -$166K -348 -5%
BA
303
Bristlecone Advisors
Washington
$3.18M -$61.9K -130 -2%
MWM
304
Meridian Wealth Management
Kentucky
$3.18M -$44.3K -93 -1%
GEA
305
Glen Eagle Advisors
New Jersey
$3.18M +$65.7K +138 +2%
DI
306
Disciplined Investments
Oklahoma
$3.17M -$272K -572 -8%
GAM
307
Gould Asset Management
California
$3.12M -$167K -350 -5%
NAMP
308
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.08M -$190K -400 -6%
IWA
309
Intercontinental Wealth Advisors
Texas
$3.08M -$124K -261 -4%
SAG
310
Spotlight Asset Group
Illinois
$3.08M +$2.21M +4,632 +253%
NGA
311
Naples Global Advisors
Florida
$3.07M
CC
312
Courier Capital
New York
$3.05M +$35.7K +75 +1%
KFGK
313
Keystone Financial Group (Kentucky)
Kentucky
$3.01M -$476 -1 -0%
SC
314
Sepio Capital
Utah
$3M
WPA
315
West Paces Advisors
Georgia
$2.99M
ASN
316
Advisory Services Network
Georgia
$2.99M +$1.58M +3,312 +112%
BFG
317
Baron Financial Group
New Jersey
$2.98M -$746K -1,567 -20%
PAM
318
Pegasus Asset Management
New York
$2.97M -$92.8K -195 -3%
PAM
319
Private Asset Management
California
$2.95M -$34.8K -73 -1%
BFWA
320
Benchmark Financial Wealth Advisors
Florida
$2.93M +$76.6K +161 +3%
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$2.92M -$449K -944 -13%
CRIG
322
Charter Research & Investment Group
Connecticut
$2.91M +$1.43K +3 +0%
MWM
323
Merriman Wealth Management
Washington
$2.87M
JFG
324
JMG Financial Group
Illinois
$2.87M -$14.8K -31 -0.5%
JWCA
325
J.W. Cole Advisors
Florida
$2.82M +$1.29M +2,714 +85%