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SPDR S&P MidCap 400 ETF Trust

507 hedge funds and large institutions have $7.96B invested in SPDR S&P MidCap 400 ETF Trust in 2014 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 153 increasing their positions, 200 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.72%
Holding in Top 10
62
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.43%
% of All Funds
1.8%
New
40
Increased
153
Reduced
200
Closed
37
Calls
$713M
Puts
$773M
Net Calls
-$60.2M
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Shares
Change %
TDC
326
Thompson Davis & Co
Virginia
$628K +$628K +2,517 New
BSWMG
327
Barrington Strategic Wealth Management Group
Illinois
$625K -$107K -428 -15%
PFG
328
Pacific Financial Group
Washington
$621K +$6.98K +28 +1%
CBN
329
Cadence Bank NA
Texas
$619K
QIM
330
Quest Investment Management
Oregon
$617K
PAS
331
Partnervest Advisory Services
California
$614K +$10.5K +42 +2%
LJHT
332
Laurie J. Hall Trustee
$613K
ISB
333
Iowa State Bank
Iowa
$611K
RPGK
334
Retirement Planning Group (Kansas)
Kansas
$602K -$24.9K -100 -4%
FHC
335
First Heartland Consultants
Missouri
$596K -$2.77M -11,101 -82%
SIC
336
Salem Investment Counselors
North Carolina
$593K
GLA
337
Great Lakes Advisors
Illinois
$585K -$28.4K -114 -5%
NSIM
338
North Star Investment Management
Illinois
$581K
HC
339
Hourglass Capital
Texas
$578K -$24.9K -100 -4%
SWM
340
SVA Wealth Management
Wisconsin
$561K
CBU
341
CIBC Bank USA
Illinois
$546K +$32.2K +129 +6%
BSW
342
Buckingham Strategic Wealth
Missouri
$545K
GJIC
343
Gamble Jones Investment Counsel
California
$544K +$16.7K +67 +3%
DIA
344
Dana Investment Advisors
Wisconsin
$543K +$7.74K +31 +1%
HIC
345
Hartline Investment Corp
Illinois
$532K -$13.7K -55 -3%
KC
346
Kingfisher Capital
North Carolina
$528K -$19.5K -78 -4%
MC
347
Middleton & Co
Massachusetts
$524K -$225K -900 -30%
WPC
348
Waters Parkerson & Co
Louisiana
$510K -$6.24K -25 -1%
BWFA
349
Baltimore-Washington Financial Advisors
Maryland
$508K -$15K -60 -3%
CIA
350
Capital Investment Advisors
Georgia
$507K +$50.4K +202 +11%