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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 %
VST
901
Van Strum & Towne
California
$205K +$205K +430 New
SAM
902
SignalPoint Asset Management
Missouri
$205K +$205K +430 New
TCM
903
Telos Capital Management
California
$203K -$38.1K -80 -16%
PFO
904
Pathstone Family Office
New Jersey
$203K
MPM
905
Meritage Portfolio Management
Kansas
$203K +$203K +427 New
CAMG
906
CWA Asset Management Group
Florida
$202K +$202K +425 New
BTW
907
Boston Trust Walden
Massachusetts
$202K +$202K +425 New
BMWM
908
Brown Miller Wealth Management
Virginia
$201K +$201K +422 New
AFM
909
Andesa Financial Management
Pennsylvania
$201K +$201K +423 New
CFGS
910
Concourse Financial Group Securities
Alabama
$200K +$7.14K +15 +4%
BCM
911
Brookmont Capital Management
Texas
$200K +$200K +420 New
VCM
912
Vigilant Capital Management
Maine
$199K +$199K +419 New
PFBT
913
Parkside Financial Bank & Trust
Missouri
$192K +$17.1K +36 +10%
EP
914
Eudaimonia Partners
Tennessee
$184K -$33.3K -70 -15%
AWM
915
Avior Wealth Management
Nebraska
$176K -$17.1K -36 -9%
MWM
916
Mascoma Wealth Management
New Hampshire
$176K +$176K +369 New
WCM
917
Wealthcare Capital Management
Virginia
$171K +$171K +359 New
S
918
SignatureFD
Georgia
$169K
BC
919
Blackhill Capital
New Jersey
$167K
TVWM
920
Tower View Wealth Management
Wisconsin
$159K +$477 +1 +0.3%
WP
921
WealthShield Partners
North Carolina
$153K +$153K +322 New
WAS
922
Winch Advisory Services
Wisconsin
$152K
RDFA
923
Ritter Daniher Financial Advisory
Ohio
$148K +$148K +310 New
SAI
924
Systematic Alpha Investments
New Jersey
$143K +$143K +300 New
HF
925
Halpern Financial
Virginia
$141K