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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
FPGK
776
Financial Partners Group (Kansas)
Kansas
$308K +$295K +648 New
CFS
777
CRA Financial Services
New Jersey
$307K -$61.1K -134 -17%
JWA
778
JFS Wealth Advisors
Pennsylvania
$307K -$29.6K -65 -9%
AA
779
Ancora Advisors
Ohio
$305K +$58.8K +129 +25%
IWM
780
IHT Wealth Management
Illinois
$304K +$291K +638 New
WA
781
WBH Advisory
Maryland
$301K +$456 +1 +0.2%
MMM
782
Mendel Money Management
Illinois
$297K
CL
783
COWA LLC
Oklahoma
$296K
RWA
784
Ropes Wealth Advisors
Massachusetts
$295K
VFA
785
Valeo Financial Advisors
Indiana
$293K +$1.82K +4 +0.7%
KTM
786
Keeler Thomas Management
Utah
$291K -$5.93K -13 -2%
PCMK
787
Paragon Capital Management (Kansas)
Kansas
$291K
IF
788
Intrua Financial
Texas
$291K +$264K +579 New
FHC
789
First Horizon Corporation
Tennessee
$290K
NFG
790
Next Financial Group
Texas
$289K -$66.6K -146 -19%
SAS
791
Sanford Advisory Services
Michigan
$289K +$277K +607 New
WI
792
Wintrust Investments
Illinois
$288K +$276K +605 New
SI
793
Shaker Investments
Ohio
$287K +$912 +2 +0.3%
IP
794
Investment Partners
Ohio
$287K +$275K +603 New
PB
795
Pinnacle Bancorp
Nebraska
$286K
SFI
796
SPC Financial Inc
Maryland
$286K
TWM
797
TriaGen Wealth Management
California
$286K
FMWA
798
Forvis Mazars Wealth Advisors
Missouri
$285K
SNB
799
Security National Bank
Nebraska
$285K +$273K +599 New
PRWA
800
Platte River Wealth Advisors
Colorado
$283K