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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
MAA
351
Matrix Asset Advisors
New York
$2.47M +$2.36M +5,185 New
H
352
HoyleCohen
California
$2.45M -$37.4K -82 -2%
PA
353
PFG Advisors
Arizona
$2.42M +$94.4K +207 +4%
GHAM
354
Gilman Hill Asset Management
Connecticut
$2.42M -$4.56K -10 -0.2%
PIM
355
Penobscot Investment Management
Massachusetts
$2.41M +$36.5K +80 +2%
ST
356
Spinnaker Trust
Maine
$2.4M
FMTC
357
Farmers & Merchants Trust Company
California
$2.39M
OIA
358
OneDigital Investment Advisors
Kansas
$2.38M +$196K +429 +9%
HB
359
Homrich & Berg
Georgia
$2.35M +$126K +276 +6%
ATC
360
Argent Trust Co
Tennessee
$2.35M -$3.19K -7 -0.1%
CFB
361
Cullen/Frost Bankers
Texas
$2.34M +$7.29K +16 +0.3%
MHS
362
M Holdings Securities
Oregon
$2.32M +$2.23M +4,880 New
FCBT
363
First Citizens Bank & Trust
North Carolina
$2.31M -$129K -284 -6%
FANJ
364
Financial Architects (New Jersey)
New Jersey
$2.29M +$18.7K +41 +0.9%
CA
365
Calton & Associates
Florida
$2.27M -$896K -1,966 -29%
HVIA
366
Hudson Valley Investment Advisors
New York
$2.26M -$363K -796 -14%
SFMG
367
Sage Financial Management Group
Virginia
$2.25M -$656K -1,439 -23%
AIA
368
Avalon Investment & Advisory
Texas
$2.23M +$142K +311 +7%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$2.22M
TIA
370
Tiemann Investment Advisors
California
$2.2M -$15K -33 -0.7%
CT
371
Coastline Trust
Rhode Island
$2.19M -$79.8K -175 -4%
LPIC
372
LeJeune Puetz Investment Counsel
Michigan
$2.17M +$91.6K +201 +5%
KLI
373
Kelman-Lazarov Inc
Tennessee
$2.16M -$11.4K -25 -0.5%
DTC
374
Davidson Trust Company
Washington
$2.16M
EPA
375
Element Pointe Advisors
Florida
$2.14M