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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
MWM
326
Merriman Wealth Management
Washington
$2.87M
JFG
327
JMG Financial Group
Illinois
$2.87M -$14.1K -31 -0.5%
JWCA
328
J.W. Cole Advisors
Florida
$2.82M +$1.24M +2,714 +85%
CBT
329
Capital Bank & Trust
California
$2.81M +$2.42M +5,312 +885%
SWM
330
Spire Wealth Management
Virginia
$2.76M +$2.64M +5,786 New
AMG
331
Asset Management Group
Connecticut
$2.71M +$8.21K +18 +0.3%
FFS
332
Founders Financial Securities
Maryland
$2.7M +$731K +1,604 +40%
HFA
333
High Falls Advisors
New York
$2.69M -$121K -266 -4%
WPP
334
Whalerock Point Partners
Rhode Island
$2.69M
EW
335
Element Wealth
Mississippi
$2.68M -$199K -436 -7%
NB
336
Northwest Bancshares
Pennsylvania
$2.67M -$363K -797 -12%
SIC
337
Shoker Investment Counsel
Ohio
$2.67M -$16K -35 -0.6%
ROTUOC
338
Regents of the University of California
California
$2.67M
Deutsche Bank
339
Deutsche Bank
Germany
$2.64M -$91.2K -200 -3%
EIA
340
Eldridge Investment Advisors
New Hampshire
$2.63M
PC
341
Port Capital
Illinois
$2.62M
WAG
342
Winthrop Advisory Group
Massachusetts
$2.61M
Lido Advisors
343
Lido Advisors
California
$2.6M +$123K +270 +5%
CF
344
Centaurus Financial
California
$2.6M +$1.11M +2,442 +81%
CT
345
Cambridge Trust
Massachusetts
$2.59M -$307K -673 -11%
AIFAIM
346
American Institute for Advanced Investment Management
Arizona
$2.52M -$8.66K -19 -0.4%
Mercer Global Advisors
347
Mercer Global Advisors
Colorado
$2.51M -$466K -1,023 -16%
TI
348
Tidal Investments
Wisconsin
$2.48M -$9.12K -20 -0.4%
BRWM
349
B. Riley Wealth Management
Tennessee
$2.48M +$688K +1,509 +41%
SCM
350
Southport Capital Management
Tennessee
$2.47M +$813K +1,782 +52%