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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 %
PI
826
PFS Investments
Georgia
$262K +$262K +551 New
TWM
827
Tradition Wealth Management
Minnesota
$261K
CIC
828
Cornercap Investment Counsel
Georgia
$261K +$261K +548 New
ACM
829
AlphaStar Capital Management
North Carolina
$260K
VCA
830
Verdence Capital Advisors
Maryland
$259K -$98.4K -207 -28%
WLPWM
831
Walled Lake Planning & Wealth Management
Illinois
$258K +$258K +541 New
TFO
832
Tarbox Family Office
California
$256K -$47.7K -100 -16%
LSAG
833
Lake Street Advisors Group
New Hampshire
$256K
JHCP
834
Jackson Hole Capital Partners
Oklahoma
$254K +$254K +533 New
EIP
835
Ellis Investment Partners
Pennsylvania
$253K -$2.86K -6 -1%
JWCA
836
J.W. Coons Advisors
Ohio
$251K
RA
837
Rodgers & Associates
Pennsylvania
$251K
MW
838
MBL Wealth
North Carolina
$251K +$251K +527 New
BWA
839
Burt Wealth Advisors
Maryland
$250K -$18.1K -38 -7%
EDRIA
840
Edmonds Duncan Registered Investment Advisors
Kansas
$250K
SPFA
841
Summit Place Financial Advisors
New Jersey
$250K
CSPIA
842
Cary Street Partners Investment Advisory
Virginia
$249K -$100K -210 -29%
CPSAC
843
Chas P. Smith & Associates (CPS)
Florida
$249K
FHA
844
Flagship Harbor Advisors
Massachusetts
$248K
LNB
845
Ledyard National Bank
$247K -$23.8K -50 -9%
TPCW
846
TD Private Client Wealth
New York
$244K -$60.5K -127 -20%
LWM
847
Laidlaw Wealth Management
New York
$243K -$53.8K -113 -18%
KL
848
KWMG LLC
Kansas
$242K
BFC
849
Bedel Financial Consulting
Indiana
$241K
TFS
850
TrustCore Financial Services
Tennessee
$240K