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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
Bessemer Group
101
Bessemer Group
New Jersey
$17.3M -$1.3M -2,842 -7%
AC
102
Aperimus Capital
California
$17.3M -$31.9M -70,000 -66%
CFMC
103
Curbstone Financial Management Corp
New Hampshire
$17.2M -$274K -600 -2%
PFG
104
Piershale Financial Group
Illinois
$17.2M +$16.5M +36,087 New
PSUF
105
People's United Financial
Connecticut
$17.2M -$650K -1,426 -4%
BWA
106
BDO Wealth Advisors
Florida
$17.1M -$84.8K -186 -0.5%
C
107
Certuity
Florida
$16.9M -$291K -638 -2%
BFO
108
Boston Family Office
Massachusetts
$16.6M -$898K -1,969 -6%
EC
109
Estate Counselors
Wisconsin
$16.2M +$1.32M +2,905 +9%
MMA
110
Miracle Mile Advisors
California
$16M -$238K -521 -2%
MA
111
MCF Advisors
Kentucky
$15.8M -$7.85M -17,206 -34%
WFA
112
Wellspring Financial Advisors
Ohio
$15.8M +$4.49M +9,857 +20%
BHB
113
Bank Hapoalim BM
Israel
$15.2M +$7.98M +17,500 +121%
HNB
114
Huntington National Bank
Ohio
$15.2M
BSW
115
Buckingham Strategic Wealth
Missouri
$15.2M -$87.1K -191 -0.6%
FWM
116
Frontier Wealth Management
Missouri
$15.1M +$2.05M +4,501 +17%
FPCM
117
Financial Partners Capital Management
New York
$15.1M +$40.1K +88 +0.3%
TNBTD
118
Trustmark National Bank Trust Department
Mississippi
$15.1M +$368K +808 +3%
MIM
119
MetLife Investment Management
New Jersey
$15M +$11.5M +25,200 +400%
JMF
120
Johnson Midwest Financial
Iowa
$15M +$14.3M +31,449 New
Citadel Advisors
121
Citadel Advisors
Florida
$14.9M +$5.57M +12,207 +64%
CCT
122
Country Club Trust
Missouri
$14.2M +$1.34M +2,947 +11%
LW
123
Linscomb Wealth
Texas
$13.7M -$159K -349 -1%
PRS
124
Pinkerton Retirement Specialists
Idaho
$13.6M +$13M +28,575 New
FFBTD
125
First Financial Bank - Trust Division
Ohio
$13.6M -$201K -440 -2%