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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
FAG
76
Financial Advisory Group
Texas
$25.1M -$875K -1,919 -4%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$24.5M +$8.52M +18,680 +57%
CA
78
Clearstead Advisors
Ohio
$23.5M -$41K -90 -0.2%
Stifel Financial
79
Stifel Financial
Missouri
$23.4M +$5.04M +11,056 +29%
Kayne Anderson Rudnick Investment Management
80
Kayne Anderson Rudnick Investment Management
California
$22.7M -$38.3K -84 -0.2%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$21.9M -$2.67M -5,854 -11%
AWP
82
Ascent Wealth Partners
New York
$21.8M +$1.22M +2,672 +6%
KA
83
Klingman & Associates
New York
$21.8M -$616K -1,350 -3%
CPIG
84
Chicago Partners Investment Group
Illinois
$20.4M +$1.01M +2,223 +6%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$20.3M +$14.2M +31,104 +272%
CA
86
Cumberland Advisors
Florida
$20M -$246K -540 -1%
OFS
87
Oldfather Financial Services
Nebraska
$19.9M -$816K -1,790 -4%
SW
88
SVB Wealth
Massachusetts
$19.8M -$1.6M -3,511 -8%
PWLP
89
Prio Wealth Limited Partnership
Massachusetts
$19.7M -$173K -379 -0.9%
HCP
90
Holt Capital Partners
Texas
$19.5M -$150K -329 -0.8%
SB
91
Simmons Bank
Arkansas
$18.9M -$303K -664 -2%
HW
92
Hancock Whitney
Mississippi
$18.6M -$185K -406 -1%
VC
93
Vestor Capital
Illinois
$18.4M -$576K -1,264 -3%
CCM
94
Covington Capital Management
California
$18.4M +$792K +1,736 +5%
JIC
95
Johnson Investment Counsel
Ohio
$18.3M -$238K -523 -1%
LCM
96
LCM Capital Management
Illinois
$18.1M -$195K -428 -1%
VR
97
Viridian RIA
Washington
$17.8M -$17.3M -37,833 Closed
1SB
98
1ST Source Bank
Indiana
$17.8M -$1.04M -2,280 -6%
DWM
99
Dakota Wealth Management
Florida
$17.5M -$6.65M -14,583 -28%
CIC
100
Carnegie Investment Counsel
Ohio
$17.5M +$193K +424 +1%