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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
FTA
151
Financial & Tax Architects
Missouri
$10.1M +$9.69M +21,248 New
SW
152
SlateStone Wealth
Florida
$10.1M -$8.21K -18 -0.1%
KAS
153
Kestra Advisory Services
Texas
$10M -$3.45M -7,556 -26%
EWM
154
Evercore Wealth Management
New York
$9.96M -$513K -1,125 -5%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$9.91M +$3.26M +7,148 +52%
RFM
156
Royal Fund Management
Florida
$9.86M +$9.45M +20,721 New
JA
157
JVL Associates
Michigan
$9.84M -$7.29K -16 -0.1%
LFS
158
Lutz Financial Services
Nebraska
$9.75M -$142K -312 -1%
DBIA
159
Dumont & Blake Investment Advisors
New Jersey
$9.73M +$339K +744 +4%
PPA
160
Parametric Portfolio Associates
Washington
$9.65M -$25.6M -56,202 -73%
GT
161
Glenmede Trust
Pennsylvania
$9.61M -$164K -360 -2%
SDAM
162
Shulman DeMeo Asset Management
New York
$9.54M +$18.7K +41 +0.2%
MWM
163
Mattern Wealth Management
Kansas
$9.5M +$9.1M +19,961 New
GBT
164
Grove Bank & Trust
Florida
$9.44M -$139K -304 -2%
NB
165
NBT Bank
New York
$9.38M +$65.7K +144 +0.7%
KIA
166
KCM Investment Advisors
California
$9.34M -$76.1K -167 -0.8%
SBL
167
Sargent Bickham Lagudis
Colorado
$9.25M -$152K -333 -2%
TPW
168
Tiller Private Wealth
Pennsylvania
$9.17M -$297K -651 -3%
CA
169
Cetera Advisors
Colorado
$8.9M +$4.18M +9,175 +96%
RJT
170
Raymond James Trust
Florida
$8.89M +$3.65K +8 +0%
DSN
171
D. Scott Neal
Kentucky
$8.82M +$7.97M +17,489 +1,667%
IA
172
IFP Advisors
Florida
$8.71M +$6.67M +14,633 +395%
SGCA
173
Steel Grove Capital Advisors
Tennessee
$8.7M +$2.94M +6,446 +54%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$8.51M -$1.66M -3,640 -17%
CB
175
Community Bank
New York
$8.43M -$142K -311 -2%