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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
LPT
551
Legacy Private Trust
Wisconsin
$776K
SFWA
552
Summit Financial Wealth Advisors
Louisiana
$774K +$841K +1,844 New
OWM
553
Orgel Wealth Management
Wisconsin
$773K
TI
554
Truepoint Inc
Ohio
$769K -$1.82K -4 -0.2%
HWM
555
Hohimer Wealth Management
Washington
$767K -$17.8K -39 -2%
BFG
556
Berger Financial Group
Minnesota
$767K +$456 +1 +0.1%
AIM
557
Aspen Investment Management
Michigan
$763K -$36.9K -81 -5%
Group One Trading
558
Group One Trading
Illinois
$762K +$251K +550 +52%
SAM
559
Seelaus Asset Management
New Jersey
$753K -$41.5K -91 -5%
BWM
560
Baystate Wealth Management
Massachusetts
$750K -$33.3K -73 -4%
JWM
561
Jackson Wealth Management
Florida
$749K +$158K +347 +28%
ZCM
562
Ziegler Capital Management
Illinois
$746K
VIM
563
Vista Investment Management
Pennsylvania
$742K -$15.5K -34 -2%
Neuberger Berman Group
564
Neuberger Berman Group
New York
$738K +$158K +347 +29%
KWM
565
Kingsview Wealth Management
Oregon
$737K -$3.06M -6,702 -81%
HFP
566
Holistic Financial Partners
Indiana
$737K
SIC
567
Samalin Investment Counsel
New York
$730K
IG
568
ING Group
Netherlands
$730K +$143K +314 +26%
ONST
569
Old North State Trust
North Carolina
$727K -$154K -337 -18%
AWA
570
Acorn Wealth Advisors
Michigan
$719K -$6.84K -15 -1%
BOH
571
Bank of Hawaii
Hawaii
$719K
RCS
572
Retirement Capital Strategies
California
$718K
CWM
573
CCG Wealth Management
California
$716K -$51.1K -112 -7%
OPS
574
Orion Portfolio Solutions
Nebraska
$716K +$686K +1,504 New
BWP
575
Baldwin Wealth Partners
Massachusetts
$711K -$45.6K -100 -6%