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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
FWC
976
First Washington Corp
Washington
$38K
GAM
977
Grandview Asset Management
Pennsylvania
$38K +$36.5K +80 New
HFA
978
HC Financial Advisors
California
$37K
WWMSC
979
Wagner Wealth Management (South Carolina)
South Carolina
$37K +$35.1K +77 New
AF
980
Arrow Financial
New York
$36K
FMII
981
Farmers & Merchants Investments Inc
Nebraska
$36K
CBT
982
CoreFirst Bank & Trust
Kansas
$33K
BFEC
983
Benjamin F. Edwards & Company
Missouri
$31K
CHC
984
City Holding Co
West Virginia
$29K
ICM
985
Islay Capital Management
Texas
$29K
PWM
986
Prentice Wealth Management
New York
$28K +$26.4K +58 New
PSB
987
Piscataqua Savings Bank
New Hampshire
$27K +$25.5K +56 New
FI
988
FormulaFolio Investments
Michigan
$26K -$8.12M -17,800 -100%
CAL
989
Capital Analysts LLC
Pennsylvania
$26K +$23.3K +51 +1,275%
APWM
990
Atlas Private Wealth Management
New York
$24K
RFA
991
Reilly Financial Advisors
California
$24K
SPWG
992
Sage Private Wealth Group
Illinois
$24K
GAM
993
Gemmer Asset Management
California
$24K +$22.8K +50 New
DWP
994
Destiny Wealth Partners
Florida
$21K
WWM
995
Wolff Wiese Magana
California
$19K
SWM
996
Selective Wealth Management
Virginia
$18K
AFS
997
Annapolis Financial Services
Maryland
$17K
RG
998
Retirement Group
California
$17K +$16K +35 New
ACA
999
Atlas Capital Advisors
Wyoming
$16.5K
CFG
1000
CKW Financial Group
Hawaii
$16K