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SPDR S&P MidCap 400 ETF Trust

1,021 hedge funds and large institutions have $12.2B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 248 increasing their positions, 381 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+62
Holders Change %
+6.47%
% of All Funds
17.98%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.37%
New
125
Increased
248
Reduced
381
Closed
55
Calls
$181M
Puts
$466M
Net Calls
-$285M
Net Calls Change
+$56.2M
Name Holding Trade Value Shares
Change
Shares
Change %
YIA
801
YHB Investment Advisors
Connecticut
$278K -$4.96K -10 -2%
EWM
802
Endurance Wealth Management
Rhode Island
$278K
SWPG
803
Strategic Wealth Partners Group
Illinois
$277K
BMM
804
Buffington Mohr McNeal
Idaho
$275K
VWA
805
V Wealth Advisors
Kansas
$274K -$155K -325 -36%
P
806
&Partners
Tennessee
$274K
TW
807
TrinityPoint Wealth
Connecticut
$274K
LFF
808
Level Four Financial
Texas
$272K -$39K -82 -13%
BHIA
809
Birch Hill Investment Advisors
Massachusetts
$272K -$5.72K -12 -2%
PI
810
Pachira Investments
California
$271K -$14.3K -30 -5%
SAM
811
Summit Asset Management
Tennessee
$270K
IP
812
Isthmus Partners
Wisconsin
$269K -$35.7K -75 -12%
ZAM
813
Zevin Asset Management
Massachusetts
$268K -$159K -335 -37%
WFA
814
Websterrogers Financial Advisors
South Carolina
$268K +$42.8K +90 +19%
PFGIA
815
Patriot Financial Group Insurance Agency
Massachusetts
$267K +$198K +415 +284%
ZIM
816
Zacks Investment Management
Illinois
$267K +$267K +561 New
SC
817
Scotia Capital
Ontario, Canada
$266K -$476 -1 -0.2%
SEP
818
Southland Equity Partners
Missouri
$266K +$14.3K +30 +6%
OWA
819
Octavia Wealth Advisors
Ohio
$265K
SCA
820
Snowden Capital Advisors
New York
$264K +$264K +555 New
WA1
821
Wimmer Associates 1
California
$264K +$264K +554 New
FDCDDQ
822
Federation des caisses Desjardins du Quebec
Quebec, Canada
$264K
EWM
823
Echo Wealth Management
Minnesota
$263K
SWM
824
Soundmark Wealth Management
Washington
$263K +$951 +2 +0.4%
ECM
825
EagleClaw Capital Management
Massachusetts
$262K