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State Street SPDR S&P MIDCAP 400 ETF Trust

440 hedge funds and large institutions have $9.01B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 156 increasing their positions, 146 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $7.88B → $9.01B (+$1.13B)

12% more funds holding in top 10

Funds holding in top 10: 5865 (+7)

4% more funds holding

Funds holding: 423440 (+17)

7% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 146

0.87% less ownership

Funds ownership: 63.71%62.84% (-0.87%)

7% less call options, than puts

Call options by funds: $483M | Put options by funds: $521M

Holders
440
Holders Change
+17
Holders Change %
+4.02%
% of All Funds
14.27%
Holding in Top 10
65
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.07%
% of All Funds
2.11%
New
46
Increased
156
Reduced
146
Closed
22
Calls
$483M
Puts
$521M
Net Calls
-$38.1M
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Cetera Advisors
Colorado
$867K +$202K +907 +31%
LWA
277
Lenox Wealth Advisors
New York
$863K +$2.45K +11 +0.3%
OFS
278
Orrstown Financial Services
Pennsylvania
$846K +$831K +3,739 New
SNC
279
Stifel Nicolaus & Co
Missouri
$840K -$22.5K -101 -3%
RPGK
280
Retirement Planning Group (Kansas)
Kansas
$829K -$77.6K -349 -9%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$825K +$811K +3,646 New
TC
282
Telemus Capital
Michigan
$813K +$799K +3,593 New
MFBTD
283
MB Financial Bank - Trust Department
Illinois
$809K -$165K -743 -17%
DY
284
Dowling & Yahnke
California
$777K -$18.9K -85 -2%
KeyBank National Association
285
KeyBank National Association
Ohio
$758K -$8.89K -40 -1%
GIA
286
Granite Investment Advisors
New Hampshire
$756K +$38.9K +175 +6%
SRC
287
Shufro Rose & Co
New York
$720K
MFS
288
MSI Financial Services
Massachusetts
$720K +$188K +847 +36%
RA
289
Rational Advisors
New York
$716K
RTS
290
Round Table Services
New Jersey
$711K
DWT
291
Dorsey & Whitney Trust
South Dakota
$702K +$689K +3,098 New
RP
292
Reinhart Partners
Wisconsin
$700K -$940K -4,229 -58%
BG
293
Bahl & Gaynor
Ohio
$700K -$22.2K -100 -3%
AA
294
Alesco Advisors
New York
$690K
CHFS
295
Cobble Hill Financial Services
New Jersey
$679K
MC
296
Middleton & Co
Massachusetts
$679K
KT
297
Kanaly Trust
Texas
$673K +$662K +2,977 New
CBU
298
CIBC Bank USA
Illinois
$646K -$239K -1,074 -27%
PWAP
299
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$632K -$2.67K -12 -0.4%
HighTower Advisors
300
HighTower Advisors
Illinois
$624K -$401K -1,804 -40%