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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 %
BAAM
451
Baker Avenue Asset Management
California
$1.41M
WC
452
Woodstock Corp
Massachusetts
$1.41M -$167K -350 -11%
OFG
453
Oxford Financial Group
Indiana
$1.38M
SCM
454
SOL Capital Management
Maryland
$1.38M +$71.4K +150 +5%
LWM
455
Lyell Wealth Management
California
$1.38M +$195K +408 +16%
MBT
456
Montecito Bank & Trust
California
$1.37M -$10.5K -22 -0.8%
MHIC
457
Marble Harbor Investment Counsel
Massachusetts
$1.33M
HSA
458
HBK Sorce Advisory
Pennsylvania
$1.33M +$21.4K +45 +2%
CIBC World Market
459
CIBC World Market
Ontario, Canada
$1.32M +$37.6K +79 +3%
HR
460
Hardy Reed
Mississippi
$1.32M
DY
461
Dowling & Yahnke
California
$1.3M -$28.1K -59 -2%
BFA
462
Beaumont Financial Advisors
Massachusetts
$1.29M -$19K -40 -1%
KAH
463
Kathryn A. Hall
$1.28M
Balyasny Asset Management
464
Balyasny Asset Management
Illinois
$1.28M +$1.28M +2,686 New
DWT
465
Dorsey & Whitney Trust
South Dakota
$1.27M -$11.9K -25 -0.9%
WB
466
WesBanco Bank
West Virginia
$1.27M +$1.27M +2,664 New
SWP
467
Stratos Wealth Partners
Ohio
$1.27M -$1.25M -2,624 -50%
AIC
468
Ameritas Investment Company
Nebraska
$1.26M -$432K -907 -25%
GIA
469
Granite Investment Advisors
New Hampshire
$1.25M
LWA
470
Lenox Wealth Advisors
New York
$1.24M -$77.1K -162 -6%
Bank of Nova Scotia
471
Bank of Nova Scotia
Ontario, Canada
$1.19M +$95.2K +200 +9%
IAIM
472
International Assets Investment Management
Florida
$1.18M +$591K +1,318 +100%
EWA
473
Encompass Wealth Advisors
Oregon
$1.18M
GJIC
474
Gamble Jones Investment Counsel
California
$1.17M
SIC
475
Sigma Investment Counselors
Michigan
$1.17M -$11.9K -25 -1%