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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
GRP
376
Global Retirement Partners
California
$2.13M -$456 -1 -0%
BSA
377
Braun Stacey Associates
New York
$2.1M -$84.4K -185 -4%
RSS
378
Rosenblum Silverman Sutton
California
$2.08M -$53.3K -117 -3%
SMG
379
Spectrum Management Group
Indiana
$2.07M
CA
380
Cambridge Associates
Massachusetts
$2.07M
NL
381
NWAM LLC
Washington
$2.06M -$118K -258 -6%
HAC
382
Harbor Advisory Corp
New Hampshire
$2.04M +$57.9K +127 +3%
CA
383
Cambridge Advisors
Nebraska
$2.04M -$66.6K -146 -3%
CAGAS
384
Capital Advisory Group Advisory Services
Minnesota
$2.02M +$30.5K +67 +2%
SIC
385
Salem Investment Counselors
North Carolina
$2.02M +$912 +2 +0%
LWA
386
Lowe Wealth Advisors
Maryland
$2.01M +$26.4K +58 +1%
NEPWA
387
New England Private Wealth Advisors
Massachusetts
$2M +$9.57K +21 +0.5%
Axa
388
Axa
France
$1.99M -$18.2K -40 -0.9%
1IA
389
1834 Investment Advisors
Wisconsin
$1.99M -$45.6K -100 -2%
SWA
390
Sax Wealth Advisors
New Jersey
$1.99M +$502K +1,100 +36%
GW
391
GW & Wade
Massachusetts
$1.99M -$27.8K -61 -1%
CAM
392
Cresset Asset Management
Illinois
$1.97M +$45.6K +100 +2%
MWPCG
393
Measured Wealth Private Client Group
New Hampshire
$1.95M -$59.3K -130 -3%
MCM
394
Maryland Capital Management
Maryland
$1.94M -$128K -280 -6%
BUB
395
BBVA USA Bancshares
Texas
$1.92M
SWA
396
SOA Wealth Advisors
New York
$1.91M
WCM
397
Wunderlich Capital Managemnt
Tennessee
$1.89M -$150K -330 -8%
RT
398
Rockland Trust
Massachusetts
$1.87M -$7.75K -17 -0.4%
FT
399
Fiduciary Trust
Massachusetts
$1.87M -$77.5K -170 -4%
MGIA
400
Moneta Group Investment Advisors
Missouri
$1.87M -$280K -614 -14%