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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
FAIM
626
Financial Advocates Investment Management
Washington
$542K -$23.7K -52 -4%
TAM
627
Trillium Asset Management
Massachusetts
$535K +$93.5K +205 +22%
OBGC
628
O'Brien Greene & Co
Pennsylvania
$534K -$67K -147 -12%
BHWM
629
Bar Harbor Wealth Management
New Hampshire
$532K -$106K -232 -17%
BFS
630
Bickling Financial Services
Massachusetts
$524K +$57.9K +127 +13%
JRP
631
Jasper Ridge Partners
California
$521K
TCWA
632
Ten Capital Wealth Advisors
Washington
$518K -$52K -114 -9%
ST
633
Sageworth Trust
Pennsylvania
$511K
PMFA
634
Plante Moran Financial Advisors
Michigan
$505K +$8.21K +18 +2%
BW
635
Bison Wealth
Georgia
$502K
PMG
636
ProVise Management Group
Florida
$501K
SW
637
SteelPeak Wealth
California
$501K +$23.3K +51 +5%
KPWS
638
Kestra Private Wealth Services
Texas
$499K -$165K -362 -26%
FWP
639
FAS Wealth Partners
Kansas
$497K
FPF
640
First Pacific Financial
Washington
$490K -$462K -1,013 -50%
PO
641
Private Ocean
California
$486K
EWA
642
Exencial Wealth Advisors
Oklahoma
$483K
OSNBOA
643
Old Second National Bank of Aurora
Illinois
$481K -$143K -313 -24%
22CM
644
20/20 Capital Management
California
$481K
VBFG
645
Vishria Bird Financial Group
Tennessee
$477K
SC
646
Savant Capital
Illinois
$476K -$84.4K -185 -16%
MAM
647
Marquette Asset Management
Minnesota
$476K
RG
648
Rathbones Group
United Kingdom
$476K
RBC
649
Roble Belko & Company
Pennsylvania
$473K
EDRH
650
Edmond de Rothschild Holding
Switzerland
$473K +$292K +640 +181%