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SPDR S&P MidCap 400 ETF Trust

1,021 hedge funds and large institutions have $12.2B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 248 increasing their positions, 381 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+62
Holders Change %
+6.47%
% of All Funds
17.98%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.37%
New
125
Increased
248
Reduced
381
Closed
55
Calls
$181M
Puts
$466M
Net Calls
-$285M
Net Calls Change
+$56.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1001
Elmwood Wealth Management
California
$12K +$12K +26 New
AWM
1002
Activest Wealth Management
Florida
$11K +$11K +24 New
BBHC
1003
Brown Brothers Harriman & Co
New York
$10.7K
SIS
1004
Sound Income Strategies
Florida
$10.5K -$2.86K -6 -21%
AIG
1005
American International Group
New York
$8.05K -$7.33K -15,400 -48%
VNA
1006
Valley National Advisers
Pennsylvania
$8K
LAS
1007
Lloyd Advisory Services
Georgia
$8K
GFPC
1008
Global Financial Private Client
Florida
$7.72K
IF
1009
Ironwood Financial
Arizona
$7K
UFF
1010
USA Financial Formulas
Michigan
$7K +$7K +14 New
TC
1011
Truvestments Capital
Florida
$6K
TCM
1012
Tradewinds Capital Management
Washington
$5K
SC
1013
Solstein Capital
California
$5K +$5K +10 New
PA
1014
Perennial Advisors
New York
$5K +$5K +10 New
RIM
1015
Rockbridge Investment Management
New York
$4K
SCA
1016
Stuart Chaussee & Associates
California
$4K +$4K +8 New
AWM
1017
AllSquare Wealth Management
New York
$3K
NFSG
1018
Newbridge Financial Services Group
Florida
$3K
VRM
1019
Vectors Research Management
New York
$3K
AssetMark Inc
1020
AssetMark Inc
California
$2K +$500 +1 +33%
JAM
1021
JCIC Asset Management
Ontario, Canada
$1K
SWM
1022
Sugarloaf Wealth Management
Georgia
$95
State of Wisconsin Investment Board
1023
State of Wisconsin Investment Board
Wisconsin
-$103M -245,000 Closed
DCC
1024
Dow Chemical Company
Michigan
-$100M -238,829 Closed
WA
1025
WP Advisors
California
-$11.9M -28,441 Closed