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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
SJIM
301
St. Johns Investment Management
Florida
$3.25M -$141K -309 -4%
BP
302
Ballentine Partners
Massachusetts
$3.24M
SWP
303
Summit Wealth Partners
Florida
$3.23M -$14.6K -32 -0.5%
AF
304
Allworth Financial
California
$3.19M +$531K +1,165 +21%
PWP
305
Personal Wealth Partners
Minnesota
$3.19M -$159K -348 -5%
BA
306
Bristlecone Advisors
Washington
$3.18M -$59.3K -130 -2%
MWM
307
Meridian Wealth Management
Kentucky
$3.18M -$42.4K -93 -1%
GEA
308
Glen Eagle Advisors
New Jersey
$3.18M +$62.9K +138 +2%
DI
309
Disciplined Investments
Oklahoma
$3.17M -$261K -572 -8%
GAM
310
Gould Asset Management
California
$3.12M -$160K -350 -5%
NAMP
311
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.08M -$182K -400 -6%
IWA
312
Intercontinental Wealth Advisors
Texas
$3.08M -$119K -261 -4%
SAG
313
Spotlight Asset Group
Illinois
$3.08M +$2.11M +4,632 +253%
NGA
314
Naples Global Advisors
Florida
$3.07M
CC
315
Courier Capital
New York
$3.05M +$34.2K +75 +1%
KFGK
316
Keystone Financial Group (Kentucky)
Kentucky
$3M -$456 -1 -0%
SC
317
Sepio Capital
Utah
$3M
WPA
318
West Paces Advisors
Georgia
$2.99M
ASN
319
Advisory Services Network
Georgia
$2.99M +$1.51M +3,312 +112%
BFG
320
Baron Financial Group
New Jersey
$2.98M -$714K -1,567 -20%
PAM
321
Pegasus Asset Management
New York
$2.97M -$88.9K -195 -3%
PAM
322
Private Asset Management
California
$2.95M -$33.3K -73 -1%
BFWA
323
Benchmark Financial Wealth Advisors
Florida
$2.93M +$73.4K +161 +3%
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$2.92M -$430K -944 -13%
CRIG
325
Charter Research & Investment Group
Connecticut
$2.9M +$1.37K +3 +0%