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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
ADL
1001
Asset Dedication LLC
California
$14K -$26K -57 -66%
GWMIA
1002
Global Wealth Management Investment Advisory
Florida
$14K
LC
1003
Lindbrook Capital
California
$14K
QCG
1004
Quadrant Capital Group
Ohio
$14K
FFC
1005
Fure Financial Corporation
Minnesota
$14K +$13.7K +30 New
GSAM
1006
Grant Street Asset Management
Pennsylvania
$12K
EWM
1007
Elmwood Wealth Management
California
$12K +$11.9K +26 New
AWM
1008
Activest Wealth Management
Florida
$11K +$10.9K +24 New
BBHC
1009
Brown Brothers Harriman & Co
New York
$10.7K
SIS
1010
Sound Income Strategies
Florida
$10.5K -$2.74K -6 -21%
AIG
1011
American International Group
New York
$8.04K -$7.02M -15,400 -48%
LAS
1012
Lloyd Advisory Services
Georgia
$8K
VNA
1013
Valley National Advisers
Pennsylvania
$8K
GFPC
1014
Global Financial Private Client
Florida
$7.72K
IF
1015
Ironwood Financial
Arizona
$7K
UFF
1016
USA Financial Formulas
Michigan
$7K +$6.38K +14 New
TC
1017
Truvestments Capital
Florida
$6K
TCM
1018
Tradewinds Capital Management
Washington
$5K
PA
1019
Perennial Advisors
New York
$5K +$4.56K +10 New
SC
1020
Solstein Capital
California
$5K +$4.56K +10 New
RIM
1021
Rockbridge Investment Management
New York
$4K
SCA
1022
Stuart Chaussee & Associates
California
$4K +$3.65K +8 New
AWM
1023
AllSquare Wealth Management
New York
$3K
NFSG
1024
Newbridge Financial Services Group
Florida
$3K
VRM
1025
Vectors Research Management
New York
$3K