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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
DT
801
Diversified Trust
Tennessee
$283K +$22.3K +49 +9%
WSTAM
802
Wilbanks Smith & Thomas Asset Management
Virginia
$280K +$15.5K +34 +6%
CSPAM
803
Cary Street Partners Asset Management
Virginia
$280K +$16K +35 +6%
AIM
804
Avity Investment Management
Connecticut
$279K -$5.93K -13 -2%
RMC
805
Resources Management Corp
Connecticut
$279K
YIA
806
YHB Investment Advisors
Connecticut
$278K -$4.56K -10 -2%
EWM
807
Endurance Wealth Management
Rhode Island
$278K
SWPG
808
Strategic Wealth Partners Group
Illinois
$277K
BMM
809
Buffington Mohr McNeal
Idaho
$275K
VWA
810
V Wealth Advisors
Kansas
$274K -$148K -325 -36%
P
811
&Partners
Tennessee
$274K
TW
812
TrinityPoint Wealth
Connecticut
$274K
LFF
813
Level Four Financial
Texas
$272K -$37.4K -82 -13%
BHIA
814
Birch Hill Investment Advisors
Massachusetts
$272K -$5.47K -12 -2%
PI
815
Pachira Investments
California
$271K -$13.7K -30 -5%
SAM
816
Summit Asset Management
Tennessee
$270K
IP
817
Isthmus Partners
Wisconsin
$269K -$34.2K -75 -12%
ZAM
818
Zevin Asset Management
Massachusetts
$268K -$153K -335 -37%
WFA
819
Websterrogers Financial Advisors
South Carolina
$268K +$41K +90 +19%
PFGIA
820
Patriot Financial Group Insurance Agency
Massachusetts
$267K +$189K +415 +284%
ZIM
821
Zacks Investment Management
Illinois
$267K +$256K +561 New
SC
822
Scotia Capital
Ontario, Canada
$266K -$456 -1 -0.2%
SEP
823
Southland Equity Partners
Missouri
$266K +$13.7K +30 +6%
OWA
824
Octavia Wealth Advisors
Ohio
$265K
SCA
825
Snowden Capital Advisors
New York
$264K +$253K +555 New