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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
PCP
426
Proficio Capital Partners
Massachusetts
$1.63M
WCM
427
WealthBridge Capital Management
Ohio
$1.63M
LWCFA
428
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.62M -$233K -510 -13%
MCWS
429
McKinley Carter Wealth Services
West Virginia
$1.61M
CPA
430
Capital Planning Advisors
California
$1.61M -$31.9K -70 -2%
RFC
431
Regions Financial Corp
Alabama
$1.59M
TCBWMS
432
Texas Capital Bank Wealth Management Services
Texas
$1.58M
PSIWM
433
Paradigm Strategies in Wealth Management
Minnesota
$1.58M +$1.52M +3,323 New
NSIM
434
North Star Investment Management
Illinois
$1.58M -$10.5K -23 -0.7%
SAM
435
Sawgrass Asset Management
Florida
$1.57M -$8.21K -18 -0.5%
AF
436
Aldebaran Financial
$1.56M +$270K +593 +22%
CIA
437
Choate Investment Advisors
Massachusetts
$1.55M +$70.2K +154 +5%
AWM
438
Apollon Wealth Management
South Carolina
$1.55M +$61.1K +134 +4%
MIC
439
Meridian Investment Counsel
California
$1.54M +$9.12K +20 +0.6%
BRWA
440
B. Riley Wealth Advisors
Florida
$1.54M +$792K +1,738 +111%
HCM
441
Howland Capital Management
Massachusetts
$1.53M +$1.47M +3,218 New
GFG
442
Greystone Financial Group
Michigan
$1.52M -$3.41M -7,477 -71%
LNWTC
443
Laird Norton Wetherby Trust Company
Washington
$1.52M
UBV
444
United Bank (Virginia)
Virginia
$1.52M
PI
445
Putnam Investments
Massachusetts
$1.52M -$864K -1,896 -37%
QCM
446
Quest Capital Management
Texas
$1.49M -$38.8K -85 -3%
SI
447
Stephens Inc
Arkansas
$1.48M +$109K +239 +8%
RC
448
Rinet Company
Massachusetts
$1.47M +$1.41M +3,097 New
MC
449
Middleton & Co
Massachusetts
$1.47M
AL
450
Aspiriant LLC
California
$1.47M +$7.29K +16 +0.5%