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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
CAAS
876
Capital Asset Advisory Services
Michigan
$225K
LSC
877
Lesa Sroufe & Co
Washington
$224K +$214K +470 New
WAM
878
World Asset Management
Michigan
$223K +$205K +450 New
LBD
879
Landsberg Bennett & Dubbaneh
Florida
$223K +$211K +462 New
WA
880
Wambolt & Associates
Colorado
$222K +$210K +460 New
EHPM
881
Emery Howard Portfolio Management
California
$222K +$212K +466 New
GFP
882
Gryphon Financial Partners
Ohio
$222K +$212K +466 New
PTB
883
Pioneer Trust Bank
Oregon
$219K -$14.1K -31 -6%
EA
884
Ellsworth Advisors
Ohio
$219K +$209K +459 New
BSB
885
Bangor Savings Bank
Maine
$218K +$208K +457 New
BCI
886
Brinker Capital Investments
Pennsylvania
$214K +$205K +449 New
EF
887
Exeter Financial
Arizona
$214K +$205K +450 New
GWM
888
GSB Wealth Management
Connecticut
$214K +$205K +450 New
LWANC
889
Laurel Wealth Advisors (North Carolina)
North Carolina
$213K +$15K +33 +8%
VWA
890
Visionary Wealth Advisors
Illinois
$213K +$204K +447 New
FFN
891
Focus Financial Network
Minnesota
$212K -$1.9M -4,164 -90%
SS
892
Simplicity Solutions
Minnesota
$212K -$784K -1,720 -79%
BWM
893
BerganKDV Wealth Management
Minnesota
$211K
OIM
894
Oder Investment Management
California
$211K
MOS
895
MGO One Seven
Ohio
$211K +$203K +445 New
PFA
896
Plotkin Financial Advisors
Maryland
$209K +$201K +440 New
BPCE
897
Bank Pictet & Cie (Europe)
Germany
$209K -$61.6K -135 -24%
VFA
898
Voya Financial Advisors
Connecticut
$209K -$20.5K -45 -9%
HIA
899
Harbor Investment Advisory
Maryland
$209K -$2.74K -6 -1%
WIC
900
Woodmont Investment Counsel
Tennessee
$209K +$200K +439 New