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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
CBB
701
Citizens Business Bank
California
$388K
RPGK
702
Retirement Planning Group (Kansas)
Kansas
$384K -$24.6K -54 -6%
SQA
703
Simon Quick Advisors
New Jersey
$384K +$10.5K +23 +3%
EFSCE
704
Enterprise Financial Services Corp (EFSC)
Missouri
$383K -$6.38K -14 -2%
CCM
705
Coldstream Capital Management
Washington
$383K
GT
706
Glenview Trust
Kentucky
$383K
BA
707
Baugh & Associates
Georgia
$382K +$3.65K +8 +1%
LIA
708
LS Investment Advisors
Michigan
$381K -$5.02K -11 -1%
CK
709
Cohen Klingenstein
New York
$381K
SPL
710
Smart Portfolios LLC
Washington
$377K
MAM
711
Meeder Asset Management
Ohio
$377K +$323K +708 +853%
EGA
712
Eagle Global Advisors
Texas
$374K
AA
713
Advisory Alpha
Michigan
$374K +$2.74K +6 +0.8%
QT
714
Quantbot Technologies
New York
$374K +$358K +786 New
JWBC
715
John W. Brooker & Co
California
$372K +$456 +1 +0.1%
CAL
716
Capital Advisors Ltd
Ohio
$371K -$130K -286 -27%
JCM
717
Janney Capital Management
Pennsylvania
$365K
NWS
718
Newport Wealth Strategies
California
$365K
TLFA
719
True Link Financial Advisors
California
$365K
RG
720
Rikoon Group
New Mexico
$362K
SAM
721
S.A. Mason
Michigan
$362K
TPA
722
Trivium Point Advisory
Connecticut
$362K
IIA
723
ICW Investment Advisors
Arizona
$362K +$912 +2 +0.3%
HCMG
724
Howard Capital Management Group
California
$362K +$347K +760 New
TCOV
725
Trust Company of Vermont
Vermont
$361K