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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
GB
1051
Goepper Burkhardt
South Carolina
-$328K -780 Closed
CCFM
1052
Clear Creek Financial Management
Washington
-$294K -753 Closed
IIC
1053
Integrated Investment Consultants
Michigan
-$294K -700 Closed
EP
1054
Edgestream Partners
New Jersey
-$278K -663 Closed
QTM
1055
qPULA Trading Management
New York
-$252K -600 Closed
PP
1056
Paloma Partners
Connecticut
-$244K -580 Closed
ACI
1057
Alpha Cubed Investments
California
-$238K -566 Closed
AC
1058
Abbrea Capital
California
-$234K -555 Closed
DWA
1059
Douglass Winthrop Advisors
New York
-$231K -550 Closed
PAS
1060
Park Avenue Securities
New York
-$229K -546 Closed
FBT
1061
First Bank & Trust
South Dakota
-$228K -544 Closed
AFG
1062
Allegheny Financial Group
Pennsylvania
-$212K -504 Closed
RFN
1063
RDA Financial Network
Iowa
-$203K -485 Closed
NHC
1064
Nicholas Hoffman & Company
Georgia
-$203K -483 Closed
OWP
1065
Obermeyer Wealth Partners
Colorado
-$201K -478 Closed
CDIA
1066
Capital Directions Investment Advisors
Georgia
-$66K -156 Closed
FWM
1067
FSA Wealth Management
Massachusetts
-$61K -145 Closed
KCM
1068
Kathmere Capital Management
Pennsylvania
-$58K -138 Closed
GTAM
1069
Global Trust Asset Management
Florida
-$47K -112 Closed
CYG
1070
Clean Yield Group
Vermont
-$42K -100 Closed
GWM
1071
Greenhouse Wealth Management
Connecticut
-$42K -100 Closed
ICP
1072
Interchange Capital Partners
Pennsylvania
-$37K -90 Closed
OPW
1073
Oxler Private Wealth
New York
-$37K -90 Closed
WOSD
1074
WFA of San Diego
California
-$419 -80 Closed
CFFP
1075
Center for Financial Planning
Michigan
-$31K -74 Closed