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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
SC
676
SouthState Corp
Florida
$433K -$13.7K -30 -3%
RSWM
677
Robertson Stephens Wealth Management
California
$430K
Squarepoint
678
Squarepoint
New York
$430K +$412K +904 New
HA
679
Harborview Advisors
Maine
$428K -$45.6K -100 -10%
BJL
680
Brighton Jones LLC
Washington
$424K +$456 +1 +0.1%
NAMM
681
NorthStar Asset Management (Massachusetts)
Massachusetts
$422K +$404K +887 New
CG
682
Caprock Group
Idaho
$421K +$182K +400 +83%
DWM
683
Denver Wealth Management
Colorado
$421K +$391K +858 New
LBC
684
Lowe Brockenbrough & Co
Virginia
$420K +$402K +882 New
CA
685
Cortland Associates
Missouri
$419K +$402K +881 New
RW
686
REDW Wealth
New Mexico
$418K +$912 +2 +0.2%
BI
687
Berkeley Inc
Idaho
$417K -$22.8K -50 -5%
OCM
688
One Capital Management
California
$416K
KC
689
Kingfisher Capital
North Carolina
$415K -$5.02K -11 -1%
ACM
690
Ayrshire Capital Management
Connecticut
$415K
HC
691
Hoese & Co
Minnesota
$414K +$397K +870 New
WPC
692
Waters Parkerson & Co
Louisiana
$412K
IRAG
693
Investment Research & Advisory Group
Georgia
$403K
PPG
694
Peak Planning Group
Colorado
$401K
BOS
695
Bingham Osborn & Scarborough
California
$400K
CCMD
696
Cypress Capital Management (Delaware)
Delaware
$396K
NB
697
Nicolet Bankshares
Wisconsin
$394K
WP
698
WealthPLAN Partners
Nebraska
$391K
SFM
699
Signet Financial Management
New Jersey
$390K
SCM
700
Seascape Capital Management
New Hampshire
$389K