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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
LCM
576
Leisure Capital Management
California
$709K
PNC
577
Park National Corp
Ohio
$698K -$23.7K -52 -3%
GC
578
Grimes & Company
Massachusetts
$697K
MIG
579
McGuire Investment Group
Rhode Island
$695K -$119K -262 -15%
AIM
580
Arcadia Investment Management
Michigan
$692K +$36.5K +80 +6%
IFWM
581
Institute for Wealth Management
Colorado
$690K +$456 +1 +0.1%
FNBSF
582
First National Bank Sioux Falls
South Dakota
$688K
HF
583
HRT Financial
New York
$686K +$658K +1,443 New
BBA
584
BLB&B Advisors
Pennsylvania
$679K -$88K -193 -12%
SWMG
585
Strategic Wealth Management Group
Maryland
$677K
BCA
586
Bay Colony Advisors
Massachusetts
$676K -$4.56K -10 -0.7%
HC
587
Hamilton Capital
Ohio
$670K +$642K +1,407 New
FC
588
FCA Corp
Texas
$657K
RRA
589
Round Rock Advisors
Connecticut
$656K
HA
590
HYA Advisors
Missouri
$654K
WA
591
Wealth Architects
California
$653K -$35.1K -77 -5%
BFM
592
Broadview Financial Management
Wisconsin
$645K -$20.1K -44 -3%
GFS
593
GYL Financial Synergies
Connecticut
$643K -$53.8K -118 -8%
TNB
594
TCF National Bank
South Dakota
$643K
PA
595
Procyon Advisors
Connecticut
$642K +$29.6K +65 +5%
GL
596
Graypoint LLC
New York
$638K +$37.4K +82 +7%
CWM
597
Chesapeake Wealth Management
Virginia
$626K -$115K -253 -16%
IFG
598
Independent Financial Group
California
$624K +$40.6K +89 +7%
Chevy Chase Trust
599
Chevy Chase Trust
Maryland
$614K
VC
600
Veracity Capital
Georgia
$613K