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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
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$6.78M -$213K -467 -3%
FSA
202
Financial Services Advisory
Maryland
$6.77M -$7.88M -17,286 -55%
Legal & General Group
203
Legal & General Group
United Kingdom
$6.75M
APA
204
Allegiant Private Advisors
Florida
$6.72M -$236K -518 -4%
CTA
205
Chesley Taft & Associates
Illinois
$6.71M
BB
206
Busey Bank
Illinois
$6.64M -$45.6K -100 -0.7%
BWAM
207
Boyd Watterson Asset Management
Ohio
$6.63M -$821K -1,800 -11%
APA
208
American Portfolios Advisors
New York
$6.53M +$4.52M +9,913 +260%
ATC
209
Adirondack Trust Company
New York
$6.51M -$16K -35 -0.3%
VWM
210
Venturi Wealth Management
Texas
$6.49M +$5.84M +12,804 +1,532%
VFPI
211
Vantage Financial Partners (Illinois)
Illinois
$6.49M -$290K -635 -4%
ATFA
212
All Terrain Financial Advisors
Minnesota
$6.48M -$5.76M -12,641 -48%
PAG
213
Private Advisor Group
New Jersey
$6.47M -$1.27M -2,782 -17%
SAF
214
Smith Anglin Financial
Texas
$6.46M -$15.5K -34 -0.2%
RWA
215
Redhawk Wealth Advisors
Minnesota
$6.46M +$6.19M +13,570 New
MFW
216
Meristem Family Wealth
Minnesota
$6.38M
M
217
MOTCO
Texas
$6.33M -$859K -1,885 -12%
RTS
218
Round Table Services
New Jersey
$6.33M -$91.2K -200 -1%
HCM
219
Howard Capital Management
Georgia
$6.3M +$66.6K +146 +1%
MA
220
Mutual Advisors
Nebraska
$6.29M +$5.76M +12,623 +2,158%
FTS
221
Fifth Third Securities
Ohio
$6.28M +$4.69M +10,281 +356%
SPIA
222
Steward Partners Investment Advisory
New York
$6.19M +$1.11M +2,424 +23%
EE
223
EWG Elevate
California
$6.08M +$5.82M +12,766 New
MWM
224
Modera Wealth Management
New Jersey
$5.99M -$140K -308 -2%
NEAM
225
New England Asset Management
Connecticut
$5.94M -$1.22M -2,679 -18%