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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
AMCA
526
Arthur M. Cohen & Associates
Illinois
$861K -$27.8K -61 -3%
VA
527
Valmark Advisers
Ohio
$859K -$37.4K -82 -4%
RIL
528
Rothschild Investment LLC
Illinois
$852K -$4.56K -10 -0.6%
CWM
529
Cornerstone Wealth Management
Missouri
$852K +$18.2K +40 +2%
Millennium Management
530
Millennium Management
New York
$850K -$21.7M -47,643 -96%
CWC
531
Carolinas Wealth Consulting
North Carolina
$850K
DSC
532
Duncker Streett & Co
Missouri
$847K +$912 +2 +0.1%
EAM
533
Evanson Asset Management
California
$840K +$2.74K +6 +0.3%
DIA
534
Dana Investment Advisors
Wisconsin
$836K -$2.28K -5 -0.3%
SFS
535
Sowell Financial Services
Arkansas
$835K +$59.3K +130 +8%
NCM
536
Neumann Capital Management
California
$833K
LA
537
Lynch & Associates
Indiana
$832K -$34.2K -75 -4%
TI
538
tru Independence
Oregon
$831K -$41.9K -92 -5%
NIM
539
Nicollet Investment Management
Minnesota
$820K
CBN
540
Cadence Bank NA
Texas
$818K -$456 -1 -0.1%
MAFM
541
Mid Atlantic Financial Management
Pennsylvania
$810K -$159K -349 -17%
HR
542
Hayden Royal
North Carolina
$806K +$771K +1,690 New
SLWS
543
Swaine & Leidel Wealth Services
Florida
$801K +$767K +1,682 New
MFS
544
Mirabella Financial Services
United Kingdom
$800K +$766K +1,680 New
GT
545
Greenleaf Trust
Michigan
$797K +$231K +506 +43%
TSS
546
Two Sigma Securities
New York
$790K -$969K -2,126 -56%
AWA
547
Arkadios Wealth Advisors
Georgia
$788K +$76.1K +167 +11%
GLA
548
Great Lakes Advisors
Illinois
$782K +$1.37K +3 +0.2%
WS
549
Wedbush Securities
California
$780K +$103K +225 +16%
AP
550
Adero Partners
California
$778K