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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
MPI
901
Mairs & Power Inc
Minnesota
$208K -$44.2K -97 -18%
ICG
902
InterOcean Capital Group
Tennessee
$208K +$199K +436 New
SF
903
Symphony Financial
Texas
$207K +$194K +426 New
SMA
904
Sage Mountain Advisors
Georgia
$207K +$198K +435 New
DBT
905
Dubuque Bank & Trust
Iowa
$205K -$34.2K -75 -15%
SAM
906
SignalPoint Asset Management
Missouri
$205K +$196K +430 New
VST
907
Van Strum & Towne
California
$205K +$196K +430 New
TCM
908
Telos Capital Management
California
$203K -$36.5K -80 -16%
PFO
909
Pathstone Family Office
New Jersey
$203K
MPM
910
Meritage Portfolio Management
Kansas
$203K +$195K +427 New
FNT
911
First Nebraska Trust
Nebraska
$202K +$194K +425 New
BTW
912
Boston Trust Walden
Massachusetts
$202K +$194K +425 New
CAMG
913
CWA Asset Management Group
Florida
$202K +$194K +425 New
BMWM
914
Brown Miller Wealth Management
Virginia
$201K +$192K +422 New
AFM
915
Andesa Financial Management
Pennsylvania
$201K +$193K +423 New
CFGS
916
Concourse Financial Group Securities
Alabama
$200K +$6.84K +15 +4%
BCM
917
Brookmont Capital Management
Texas
$200K +$192K +420 New
VCM
918
Vigilant Capital Management
Maine
$199K +$191K +419 New
PFBT
919
Parkside Financial Bank & Trust
Missouri
$192K +$16.4K +36 +10%
EP
920
Eudaimonia Partners
Tennessee
$184K -$31.9K -70 -15%
AWM
921
Avior Wealth Management
Nebraska
$176K -$16.4K -36 -9%
MWM
922
Mascoma Wealth Management
New Hampshire
$176K +$168K +369 New
WCM
923
Wealthcare Capital Management
Virginia
$171K +$164K +359 New
S
924
SignatureFD
Georgia
$169K
BC
925
Blackhill Capital
New Jersey
$167K