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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
EWA
476
Encompass Wealth Advisors
Oregon
$1.18M
GJIC
477
Gamble Jones Investment Counsel
California
$1.17M
SIC
478
Sigma Investment Counselors
Michigan
$1.17M -$11.4K -25 -1%
GAG
479
GM Advisory Group
New York
$1.16M +$456 +1 +0%
TA
480
Tiedemann Advisors
New York
$1.16M
PCM
481
Parsons Capital Management
Rhode Island
$1.14M -$7.29K -16 -0.7%
FNBOMD
482
First National Bank of Mount Dora
Florida
$1.14M -$150K -330 -12%
SBSB
483
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.13M +$9.12K +20 +0.8%
GA
484
GFS Advisors
Texas
$1.13M -$5.02K -11 -0.5%
STC
485
Sarah T. Connolly
$1.11M -$89.4K -196 -8%
HFA
486
Hoover Financial Advisors
Pennsylvania
$1.11M +$4.1K +9 +0.4%
HR
487
Howe & Rusling
New York
$1.1M -$13.7K -30 -1%
PFT
488
Providence First Trust
Arizona
$1.1M -$45.6K -100 -4%
BEC
489
Blue Edge Capital
Virginia
$1.09M +$1.82K +4 +0.2%
CL
490
CPWM LLC
Washington
$1.09M -$22.8K -50 -2%
GWS
491
Glassman Wealth Services
Virginia
$1.07M
LWMM
492
Legacy Wealth Management (Mississippi)
Mississippi
$1.07M
STA
493
Summit Trail Advisors
New York
$1.04M -$22.8K -50 -2%
DADC
494
D.A. Davidson & Co
Montana
$1.04M +$63.8K +140 +7%
FRA
495
Frank Rimerman Advisors
California
$1.03M
OR
496
Olympiad Research
Connecticut
$1.03M +$984K +2,159 New
SRC
497
Shufro Rose & Co
New York
$1.02M -$18.2K -40 -2%
Parallax Volatility Advisers
498
Parallax Volatility Advisers
California
$1.02M -$877K -1,923 -47%
9WM
499
9258 Wealth Management
Ohio
$1.01M +$95.8K +210 +11%
SCM
500
Shapiro Capital Management
Georgia
$1M +$958K +2,100 New