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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
CSIC
501
Clifford Swan Investment Counsel
California
$995K -$68.4K -150 -7%
MCM
502
Manchester Capital Management
Vermont
$989K -$86.6K -190 -8%
CAM
503
Cozad Asset Management
Illinois
$985K
WSFS
504
Wilmington Savings Fund Society
Delaware
$982K
TH
505
TCTC Holdings
Texas
$970K
PP
506
Prosperity Planning
Missouri
$966K -$58.4K -128 -6%
MWM
507
Minot Wealth Management
Massachusetts
$957K +$18.2K +40 +2%
LC
508
LCNB Corp
Ohio
$945K +$16K +35 +2%
FFG
509
Frisch Financial Group
New York
$940K +$2.74K +6 +0.3%
HIM
510
Hanlon Investment Management
New Jersey
$916K -$26K -57 -3%
OMC
511
Old Mission Capital
Illinois
$911K +$873K +1,914 New
AA
512
Alesco Advisors
New York
$910K -$77.5K -170 -8%
GWM
513
Geneos Wealth Management
Colorado
$910K +$65.7K +144 +9%
Jacobs Levy Equity Management
514
Jacobs Levy Equity Management
New Jersey
$908K
PFG
515
Pacific Financial Group
Washington
$907K -$61.6K -135 -7%
JIC
516
Joel Isaacson & Co
New York
$905K +$52K +114 +6%
MWM
517
Moulton Wealth Management
Washington
$902K +$846K +1,855 New
FBFS
518
First Business Financial Services
Wisconsin
$901K -$4.56K -10 -0.5%
HPC
519
HM Payson & Co
Maine
$898K -$15.5K -34 -2%
PWG
520
Private Wealth Group
Florida
$898K
EB
521
Eastern Bank
Massachusetts
$896K +$83.4K +183 +11%
MWM
522
Maltin Wealth Management
New Jersey
$894K +$2.28K +5 +0.3%
BFA
523
Beacon Financial Advisory
Ohio
$893K +$160K +351 +23%
PCMC
524
Paragon Capital Management (Colorado)
Colorado
$877K
WPC
525
White Pine Capital
Minnesota
$876K -$13.7K -30 -2%