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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
WA1
826
Wimmer Associates 1
California
$264K +$253K +554 New
FDCDDQ
827
Federation des caisses Desjardins du Quebec
Quebec, Canada
$264K
EWM
828
Echo Wealth Management
Minnesota
$263K
SWM
829
Soundmark Wealth Management
Washington
$263K +$912 +2 +0.4%
ECM
830
EagleClaw Capital Management
Massachusetts
$262K
PI
831
PFS Investments
Georgia
$262K +$251K +551 New
TWM
832
Tradition Wealth Management
Minnesota
$261K
CIC
833
Cornercap Investment Counsel
Georgia
$261K +$250K +548 New
ACM
834
AlphaStar Capital Management
North Carolina
$260K
VCA
835
Verdence Capital Advisors
Maryland
$259K -$94.4K -207 -28%
WLPWM
836
Walled Lake Planning & Wealth Management
Illinois
$258K +$247K +541 New
TFO
837
Tarbox Family Office
California
$256K -$45.6K -100 -16%
LSAG
838
Lake Street Advisors Group
New Hampshire
$256K
JHCP
839
Jackson Hole Capital Partners
Oklahoma
$254K +$243K +533 New
EIP
840
Ellis Investment Partners
Pennsylvania
$253K -$2.74K -6 -1%
JWCA
841
J.W. Coons Advisors
Ohio
$251K
RA
842
Rodgers & Associates
Pennsylvania
$251K
MW
843
MBL Wealth
North Carolina
$251K +$240K +527 New
BWA
844
Burt Wealth Advisors
Maryland
$250K -$17.3K -38 -7%
EDRIA
845
Edmonds Duncan Registered Investment Advisors
Kansas
$250K
SPFA
846
Summit Place Financial Advisors
New Jersey
$250K
CSPIA
847
Cary Street Partners Investment Advisory
Virginia
$249K -$95.8K -210 -29%
CPSAC
848
Chas P. Smith & Associates (CPS)
Florida
$249K
FHA
849
Flagship Harbor Advisors
Massachusetts
$248K
LNB
850
Ledyard National Bank
$247K -$22.8K -50 -9%