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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 %
MCWS
426
McKinley Carter Wealth Services
West Virginia
$1.62M
CPA
427
Capital Planning Advisors
California
$1.61M -$33.3K -70 -2%
RFC
428
Regions Financial Corp
Alabama
$1.59M
TCBWMS
429
Texas Capital Bank Wealth Management Services
Texas
$1.58M
PSIWM
430
Paradigm Strategies in Wealth Management
Minnesota
$1.58M +$1.58M +3,323 New
NSIM
431
North Star Investment Management
Illinois
$1.58M -$10.9K -23 -0.7%
SAM
432
Sawgrass Asset Management
Florida
$1.57M -$8.57K -18 -0.5%
AF
433
Aldebaran Financial
$1.56M +$282K +593 +22%
CIA
434
Choate Investment Advisors
Massachusetts
$1.55M +$73.3K +154 +5%
AWM
435
Apollon Wealth Management
South Carolina
$1.55M +$63.8K +134 +4%
MIC
436
Meridian Investment Counsel
California
$1.54M +$9.52K +20 +0.6%
BRWA
437
B. Riley Wealth Advisors
Florida
$1.54M +$807K +1,738 +111%
HCM
438
Howland Capital Management
Massachusetts
$1.53M +$1.53M +3,218 New
GFG
439
Greystone Financial Group
Michigan
$1.53M -$3.7M -7,477 -71%
LNWTC
440
Laird Norton Wetherby Trust Company
Washington
$1.53M
UBV
441
United Bank (Virginia)
Virginia
$1.52M
PI
442
Putnam Investments
Massachusetts
$1.52M -$902K -1,896 -37%
QCM
443
Quest Capital Management
Texas
$1.49M -$40.5K -85 -3%
SI
444
Stephens Inc
Arkansas
$1.48M +$114K +239 +8%
RC
445
Rinet Company
Massachusetts
$1.47M +$1.47M +3,097 New
MC
446
Middleton & Co
Massachusetts
$1.47M
AL
447
Aspiriant LLC
California
$1.47M +$7.62K +16 +0.5%
FPS
448
Fieldpoint Private Securities
Connecticut
$1.46M -$1.26M -2,650 -46%
PWM
449
Perigon Wealth Management
California
$1.45M +$48.6K +102 +3%
JFGIW
450
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.44M -$15.2K -32 -1%