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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 %
FIG
851
FundX Investment Group
California
$240K +$240K +505 New
COF
852
Capital One Financial
Virginia
$239K -$84.1K -177 -26%
CPA
853
Clear Perspective Advisors
Illinois
$239K +$239K +503 New
HCIA
854
Hochman Cole Investment Advisors
Illinois
$238K -$51.9K -109 -18%
FDCC
855
Foster Dykema Cabot & Co
Massachusetts
$238K -$11.9K -25 -5%
HDIM
856
Hanson & Doremus Investment Management
Vermont
$238K
CCM
857
Carlson Capital Management
Minnesota
$238K
FFW
858
Fusion Family Wealth
New York
$238K
PFG
859
PAX Financial Group
Texas
$238K
CAM
860
Congress Asset Management
Massachusetts
$237K -$269K -565 -53%
LFAS
861
Level Four Advisory Services
Texas
$237K -$178K -373 -43%
MIC
862
Means Investment Company
Maine
$237K +$3.82K +8 +2%
HT
863
Heritage Trust
Oklahoma
$236K
CWM
864
Concentric Wealth Management
California
$235K
VCM
865
Virtue Capital Management
Tennessee
$235K +$235K +494 New
AP
866
Arlington Partners
Alabama
$233K
FIA
867
Foundations Investment Advisors
Arizona
$233K
GSWM
868
Golden State Wealth Management
California
$231K -$28.9K -61 -11%
TSS
869
Thomas Story & Son
Indiana
$231K -$11.9K -25 -5%
IWC
870
Integrated Wealth Concepts
Massachusetts
$226K -$15.2K -32 -6%
CAAS
871
Capital Asset Advisory Services
Michigan
$225K
LSC
872
Lesa Sroufe & Co
Washington
$224K +$224K +470 New
WAM
873
World Asset Management
Michigan
$223K +$223K +450 New
LBD
874
Landsberg Bennett & Dubbaneh
Florida
$223K +$223K +462 New
WA
875
Wambolt & Associates
Colorado
$222K +$222K +460 New