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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
IAN
601
Integrated Advisors Network
Texas
$612K -$559K -1,225 -49%
WA
602
Wealth Advisors
California
$607K -$121K -266 -18%
EFS
603
Essex Financial Services
Connecticut
$607K +$16K +35 +3%
SNT
604
Security National Trust
West Virginia
$605K
WWM
605
Western Wealth Management
Colorado
$604K -$429K -940 -43%
SBIA
606
Sheaff Brock Investment Advisors
Indiana
$599K -$12.8K -28 -2%
SFSIG
607
San Francisco Sentry Investment Group
California
$594K +$41.5K +91 +8%
MKC
608
M. Kraus & Co
Vermont
$592K +$567K +1,244 New
AP
609
Appleton Partners
Massachusetts
$583K -$110K -242 -16%
RGC
610
Roberts, Glore & Co
Illinois
$579K -$600K -1,317 -52%
SFG
611
SevenBridge Financial Group
Pennsylvania
$579K
MC
612
Moors & Cabot
Massachusetts
$577K +$11.4K +25 +2%
DL
613
DOHJ LLC
Washington
$576K +$255K +560 +86%
SFA
614
Sequoia Financial Advisors
Ohio
$574K
AWM
615
Altium Wealth Management
New York
$569K
RPC
616
Rossmore Private Capital
Connecticut
$569K
EWM
617
Empirical Wealth Management
Washington
$569K +$114K +250 +26%
SPP
618
Single Point Partners
Massachusetts
$563K
FA
619
Fagan Associates
New York
$562K
KCM
620
Kanawha Capital Management
Virginia
$559K -$11.4K -25 -2%
JFA
621
JNBA Financial Advisors
Minnesota
$559K
Thrivent Financial for Lutherans
622
Thrivent Financial for Lutherans
Minnesota
$558K +$21.4K +47 +4%
NDSI
623
Newman Dignan & Sheerar Inc
Rhode Island
$550K +$33.3K +73 +7%
EW
624
Evoke Wealth
California
$548K
LRIC
625
Long Road Investment Counsel
Michigan
$545K