We are live on ! Find out more
MDY icon

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
SLF
176
Sun Life Financial
Ontario, Canada
$8.33M
HFAS
177
Hummer Financial Advisory Services
Illinois
$8.32M +$337K +739 +4%
CBT
178
Central Bank & Trust
Kentucky
$8.32M -$427K -936 -5%
B
179
Bridgeworth
Alabama
$8.17M -$160K -350 -2%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$8.08M +$576K +1,264 +8%
PCFFS
181
Pacific Center for Financial Services
California
$8.04M -$164K -360 -2%
GIM
182
Goelzer Investment Management
Indiana
$7.9M -$238K -522 -3%
SPC
183
Sigma Planning Corp
Michigan
$7.9M +$6.74M +14,785 +816%
LA
184
Legacy Advisors
Pennsylvania
$7.86M +$16.4K +36 +0.2%
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$7.83M +$979K +2,148 +15%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$7.78M -$226K -495 -3%
PCA
187
Peddock Capital Advisors
Massachusetts
$7.74M +$7.42M +16,263 New
QAM
188
QCI Asset Management
New York
$7.6M -$415K -911 -5%
BF
189
BOK Financial
Oklahoma
$7.57M -$278K -610 -4%
PAM
190
Palisade Asset Management
Minnesota
$7.53M -$121K -266 -2%
RIS
191
Retirement Income Solutions
Michigan
$7.49M -$127K -278 -2%
AC
192
Alexandria Capital
Virginia
$7.4M -$67K -147 -0.9%
ECG
193
Edge Capital Group
Georgia
$7.28M +$1.64M +3,592 +31%
SCA
194
STALEY CAPITAL ADVISERS
Pennsylvania
$7.27M -$456K -1,000 -6%
WJWM
195
Williams Jones Wealth Management
New York
$7.19M +$22.8K +50 +0.3%
CCM
196
Colorado Capital Management
Colorado
$7.11M -$178K -391 -3%
ACA
197
Ascension Capital Advisors
Texas
$7.08M +$6.78M +14,870 New
EA
198
Elm Advisors
California
$7.07M -$326K -716 -5%
LNC
199
Lincoln National Corp
Pennsylvania
$7.01M +$136K +299 +2%
ATWA
200
Arbor Trust Wealth Advisors
Michigan
$6.94M +$179K +393 +3%