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
PA
951
Parallel Advisors
California
$75K
1832 Asset Management
952
1832 Asset Management
Ontario, Canada
$71K
TJHA
953
Thomas J. Herzfeld Advisors
Florida
$71K
SFA
954
Semmax Financial Advisors
North Carolina
$63K -$6.38K -14 -10%
FNBOSM
955
First National Bank of South Miami
Florida
$63K
ADIM
956
Alpha DNA Investment Management
Maryland
$60K
ETI
957
Enterprise Trust & Investment
California
$60K
HS
958
Horan Securities
United States
$60K
First Manhattan
959
First Manhattan
New York
$59K
TIM
960
Tortoise Investment Management
New York
$57K
NOI
961
Newton One Investments
Delaware
$56K +$456 +1 +0.8%
CH
962
Canton Hathaway
Rhode Island
$55K
AFIA
963
America First Investment Advisors
Nebraska
$52K
EWA
964
Evolution Wealth Advisors
Florida
$48K
WIM
965
Westside Investment Management
California
$47.8K
AIM
966
Anchor Investment Management
South Carolina
$47.6K
MLFP
967
MPS Loria Financial Planners
Illinois
$47K -$5.47K -12 -11%
PCTC
968
Perkins Coie Trust Company
Washington
$45K
PVH
969
Psagot Value Holdings
Israel
$43K -$480K -1,052 -92%
AF
970
Advisornet Financial
Minnesota
$43K
CFA
971
Carroll Financial Associates
North Carolina
$42K -$45.1K -99 -52%
ACM
972
Allred Capital Management
Texas
$39K +$37.4K +82 New
IWP
973
IAG Wealth Partners
Wisconsin
$39K -$1.37K -3 -4%
BC
974
Barnett & Company
Tennessee
$38K
BG
975
Bollard Group
Massachusetts
$38K