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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
ACM
651
Ashford Capital Management
Delaware
$471K +$114K +249 +34%
PAM
652
Premier Asset Management
Illinois
$470K -$1.37K -3 -0.3%
BWA
653
BlueSky Wealth Advisors
North Carolina
$470K
QPWM
654
Quadrant Private Wealth Management
Pennsylvania
$468K -$1.82K -4 -0.4%
CIA
655
Capital Investment Advisors
Georgia
$457K -$50.2K -110 -10%
NEIRG
656
New England Investment & Retirement Group
Massachusetts
$457K
AWM
657
Aberdeen Wealth Management
Illinois
$457K +$36.5K +80 +9%
PCIA
658
Prime Capital Investment Advisors
Kansas
$455K
NSAM
659
North Star Asset Management
Wisconsin
$452K -$14.1K -31 -3%
LSA
660
L & S Advisors
California
$450K +$3.65K +8 +0.9%
MW
661
Marcum Wealth
Ohio
$449K +$430K +944 New
Fiera Capital (Canada)
662
Fiera Capital (Canada)
Quebec, Canada
$447K -$668K -1,465 -61%
FEM
663
Fulcrum Equity Management
Texas
$444K +$425K +933 New
RWA
664
River Wealth Advisors
Pennsylvania
$442K -$18.7K -41 -4%
RC
665
Rovin Capital
Arizona
$442K
T. Rowe Price Associates
666
T. Rowe Price Associates
Maryland
$442K +$58.4K +128 +16%
TI
667
Trexquant Investment
Connecticut
$441K +$423K +927 New
DCM
668
Donaldson Capital Management
Indiana
$440K -$243K -534 -37%
RWP
669
RWA Wealth Partners
Massachusetts
$439K -$101K -221 -19%
FNBOO
670
First National Bank of Omaha
Nebraska
$438K +$41.9K +92 +11%
OC
671
Oarsman Capital
Wisconsin
$437K -$171K -374 -29%
PBF
672
Petix & Botte Financial
California
$437K
HPA
673
High Probability Advisors
New York
$437K +$35.6K +78 +9%
MMPW
674
Mitchell McLeod Pugh & Williams
Alabama
$435K -$7.75K -17 -2%
CWA
675
Clarus Wealth Advisors
Arizona
$434K -$129K -282 -24%