We are live on ! Find out more
MDY icon

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
TVWM
926
Tower View Wealth Management
Wisconsin
$159K +$456 +1 +0.3%
WP
927
WealthShield Partners
North Carolina
$153K +$147K +322 New
WAS
928
Winch Advisory Services
Wisconsin
$152K
RDFA
929
Ritter Daniher Financial Advisory
Ohio
$148K +$141K +310 New
SAI
930
Systematic Alpha Investments
New Jersey
$143K +$137K +300 New
HF
931
Halpern Financial
Virginia
$141K
CAC
932
Certified Advisory Corp
Florida
$132K +$126K +277 New
BBPWM
933
Blue Bell Private Wealth Management
Pennsylvania
$127K -$1.82K -4 -1%
DAC
934
Dividend Assets Capital
South Carolina
$127K
ZB
935
Zions Bancorporation
Utah
$126K
JGIA
936
Jackson Grant Investment Advisers
Connecticut
$120K
CIM
937
Contravisory Investment Management
Massachusetts
$120K +$13.2K +29 +13%
GLLW
938
Graves Light Lenhart Wealth
Virginia
$117K
GI
939
Gradient Investments
Minnesota
$116K
TF
940
TimeScale Financial
Massachusetts
$100K
MMG
941
Monetary Management Group
Missouri
$98K
CIA
942
Cascade Investment Advisors
Oregon
$95.2K -$20.5K -45 -18%
FMB
943
Field & Main Bank
Kentucky
$95K
GCM
944
Gables Capital Management
Florida
$95K
CTB
945
Country Trust Bank
Illinois
$93K +$19.1K +42 +27%
IFA
946
Interactive Financial Advisors
Illinois
$90K +$21.4K +47 +33%
SWA
947
Sutton Wealth Advisors
Florida
$84.3K
CAM
948
Costello Asset Management
Pennsylvania
$82K
BA
949
Bellwether Advisors
Nebraska
$79K
COCM
950
Charter Oak Capital Management
New Hampshire
$77K -$456 -1 -0.6%