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SPDR S&P MidCap 400 ETF Trust

1,021 hedge funds and large institutions have $12.2B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 248 increasing their positions, 381 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+62
Holders Change %
+6.47%
% of All Funds
17.98%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.37%
New
125
Increased
248
Reduced
381
Closed
55
Calls
$181M
Puts
$466M
Net Calls
-$285M
Net Calls Change
+$56.2M
Name Holding Trade Value Shares
Change
Shares
Change %
KPCM
401
Kings Point Capital Management
New York
$1.82M -$356K -748 -16%
KTA
402
Keeley-Teton Advisors
Illinois
$1.82M -$122K -257 -6%
CG
403
Colony Group
Massachusetts
$1.81M -$2.65M -5,568 -59%
ZIC
404
ZWJ Investment Counsel
Georgia
$1.81M -$60.9K -128 -3%
HTC
405
Haverford Trust Company
Pennsylvania
$1.8M -$182K -382 -9%
EWA
406
EP Wealth Advisors
California
$1.79M +$578K +1,215 +48%
TFGT
407
TS Financial Group (TSFG)
Illinois
$1.78M
FCH
408
Freestone Capital Holdings
Washington
$1.77M -$335K -703 -16%
MFG
409
Merit Financial Group
Georgia
$1.77M
MLL
410
Moody Lynn & Lieberson
Massachusetts
$1.75M -$18.1K -38 -1%
MPPLM
411
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.75M -$1.66M -7,852 -49%
PFA
412
Pinnacle Family Advisors
Missouri
$1.73M +$1.73M +3,625 New
CW
413
CreativeOne Wealth
Kansas
$1.72M +$363K +763 +27%
XF
414
XML Financial
Maryland
$1.71M -$36.7K -77 -2%
TA
415
TruWealth Advisors
Louisiana
$1.71M -$400K -840 -19%
OPCM
416
Osborne Partners Capital Management
California
$1.71M -$107K -225 -6%
IIM
417
InTrack Investment Management
Vermont
$1.69M +$54.3K +114 +3%
MC
418
Mathes Company
New York
$1.69M
BBNA
419
Bremer Bank National Association
Minnesota
$1.66M -$25.2K -53 -1%
SG
420
StoneX Group
New York
$1.65M -$88.7K -186 -5%
TVAMP
421
Tennessee Valley Asset Management Partners
Tennessee
$1.65M
NP
422
NorthRock Partners
Minnesota
$1.64M -$57.6K -121 -3%
PCP
423
Proficio Capital Partners
Massachusetts
$1.63M
WCM
424
WealthBridge Capital Management
Ohio
$1.63M
LWCFA
425
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.62M -$243K -510 -13%