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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
TPCW
851
TD Private Client Wealth
New York
$244K -$57.9K -127 -20%
LWM
852
Laidlaw Wealth Management
New York
$243K -$51.5K -113 -18%
KL
853
KWMG LLC
Kansas
$242K
BFC
854
Bedel Financial Consulting
Indiana
$241K
TFS
855
TrustCore Financial Services
Tennessee
$240K
FIG
856
FundX Investment Group
California
$240K +$230K +505 New
COF
857
Capital One Financial
Virginia
$239K -$80.7K -177 -26%
CPA
858
Clear Perspective Advisors
Illinois
$239K +$229K +503 New
HCIA
859
Hochman Cole Investment Advisors
Illinois
$238K -$49.7K -109 -18%
FDCC
860
Foster Dykema Cabot & Co
Massachusetts
$238K -$11.4K -25 -5%
CCM
861
Carlson Capital Management
Minnesota
$238K
FFW
862
Fusion Family Wealth
New York
$238K
HDIM
863
Hanson & Doremus Investment Management
Vermont
$238K
PFG
864
PAX Financial Group
Texas
$238K
CAM
865
Congress Asset Management
Massachusetts
$237K -$258K -565 -53%
LFAS
866
Level Four Advisory Services
Texas
$237K -$170K -373 -43%
MIC
867
Means Investment Company
Maine
$237K +$3.65K +8 +2%
HT
868
Heritage Trust
Oklahoma
$236K
CWM
869
Concentric Wealth Management
California
$235K
VCM
870
Virtue Capital Management
Tennessee
$235K +$225K +494 New
AP
871
Arlington Partners
Alabama
$233K
FIA
872
Foundations Investment Advisors
Arizona
$233K
GSWM
873
Golden State Wealth Management
California
$231K -$27.8K -61 -11%
TSS
874
Thomas Story & Son
Indiana
$231K -$11.4K -25 -5%
IWC
875
Integrated Wealth Concepts
Massachusetts
$226K -$14.6K -32 -6%