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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
BWP
726
BSW Wealth Partners
Colorado
$360K
FBB
727
Fulton Breakefield Broenniman
Maryland
$354K +$11.9K +26 +4%
Jennison Associates
728
Jennison Associates
New York
$354K +$339K +744 New
OCM
729
Orion Capital Management
California
$352K
CIAS
730
Capital Investment Advisory Services
North Carolina
$352K +$12.8K +28 +4%
5L
731
55I LLC
Massachusetts
$351K +$336K +738 New
PCG
732
Private Capital Group
Connecticut
$350K -$881K -1,933 -72%
PCMC
733
Private Capital Management (Colorado)
Colorado
$350K -$26K -57 -7%
CC
734
Cadinha & Co
Hawaii
$349K
FNT
735
First National Trust
Pennsylvania
$349K +$47.9K +105 +17%
APP
736
Avantax Planning Partners
Iowa
$349K +$334K +733 New
NCM
737
Novare Capital Management
North Carolina
$347K
GIA
738
Gladstone Institutional Advisory
Florida
$346K +$331K +726 New
FPW
739
Flagship Private Wealth
Massachusetts
$346K
ME
740
McIlrath & Eck
Washington
$345K -$20.1K -44 -6%
CCP
741
Clarkston Capital Partners
Michigan
$345K
OFS
742
Orrstown Financial Services
Pennsylvania
$345K
UFA
743
US Financial Advisors
Massachusetts
$345K
PWM
744
Paulson Wealth Management
Illinois
$344K -$63.8K -140 -17%
IC
745
IEQ Capital
California
$342K +$328K +719 New
SYBT
746
Stock Yards Bank & Trust
Kentucky
$341K +$61.1K +134 +23%
BIC
747
Beach Investment Counsel
Pennsylvania
$338K
Financial Engines Advisors
748
Financial Engines Advisors
California
$335K +$13.2K +29 +4%
AIP
749
Almanack Investment Partners
Pennsylvania
$334K
CS
750
Cannell & Spears
New York
$334K