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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
HI
401
Horizon Investments
North Carolina
$1.86M +$1.78M +3,913 New
LIM
402
Leavell Investment Management
Alabama
$1.85M +$47.4K +104 +3%
CFC
403
Coyle Financial Counsel
Illinois
$1.83M +$60.6K +133 +4%
KPCM
404
Kings Point Capital Management
New York
$1.82M -$341K -748 -16%
KTA
405
Keeley-Teton Advisors
Illinois
$1.82M -$117K -257 -6%
CG
406
Colony Group
Massachusetts
$1.81M -$2.54M -5,568 -59%
ZIC
407
ZWJ Investment Counsel
Georgia
$1.8M -$58.4K -128 -3%
HTC
408
Haverford Trust Company
Pennsylvania
$1.8M -$174K -382 -9%
EWA
409
EP Wealth Advisors
California
$1.79M +$554K +1,215 +48%
TFGT
410
TS Financial Group (TSFG)
Illinois
$1.78M
FCH
411
Freestone Capital Holdings
Washington
$1.77M -$321K -703 -16%
MFG
412
Merit Financial Group
Georgia
$1.77M
MLL
413
Moody Lynn & Lieberson
Massachusetts
$1.75M -$17.3K -38 -1%
MPPLM
414
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.75M -$3.58M -7,852 -49%
PFA
415
Pinnacle Family Advisors
Missouri
$1.73M +$1.65M +3,625 New
CW
416
CreativeOne Wealth
Kansas
$1.72M +$348K +763 +27%
XF
417
XML Financial
Maryland
$1.71M -$35.1K -77 -2%
TA
418
TruWealth Advisors
Louisiana
$1.71M -$383K -840 -19%
OPCM
419
Osborne Partners Capital Management
California
$1.71M -$103K -225 -6%
IIM
420
InTrack Investment Management
Vermont
$1.69M +$52K +114 +3%
MC
421
Mathes Company
New York
$1.69M
BBNA
422
Bremer Bank National Association
Minnesota
$1.66M -$24.2K -53 -1%
SG
423
StoneX Group
New York
$1.65M -$84.8K -186 -5%
TVAMP
424
Tennessee Valley Asset Management Partners
Tennessee
$1.65M
NP
425
NorthRock Partners
Minnesota
$1.64M -$55.2K -121 -3%