We are live on ! Find out more
MDY icon

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
NDSI
351
Newman Dignan & Sheerar Inc
Rhode Island
$324K -$11.1K -50 -3%
DCM
352
Donaldson Capital Management
Indiana
$324K +$79.6K +358 +33%
PSI
353
Pinnacle Summer Investments
Virginia
$323K +$11.1K +50 +4%
NPA
354
Nichols & Pratt Advisers
Massachusetts
$321K
PIM
355
Penobscot Investment Management
Massachusetts
$318K
FT
356
Fiduciary Trust
Massachusetts
$310K
RGL
357
RMF GP LLC
New York
$303K +$298K +1,340 New
PMFA
358
Plante Moran Financial Advisors
Michigan
$294K +$100K +450 +53%
MJRIC
359
Mogy Joel R Investment Counsel
California
$292K -$33.4K -150 -10%
KCM
360
Kanawha Capital Management
Virginia
$291K
SYBT
361
Stock Yards Bank & Trust
Kentucky
$290K -$25.8K -116 -8%
BFPW
362
BOK Financial Private Wealth
Colorado
$286K
MCM
363
Murphy Capital Management
New Jersey
$282K -$42.2K -190 -13%
EGA
364
Eagle Global Advisors
Texas
$282K +$11.1K +50 +4%
NES
365
New England Securities
New York
$275K +$38.5K +173 +17%
MPM
366
Meritage Portfolio Management
Kansas
$269K +$10K +45 +4%
MDCM
367
Morgan Dempsey Capital Management
Wisconsin
$267K
NIM
368
Northeast Investment Management
Massachusetts
$266K
FAT
369
First American Trust
California
$261K +$257K +1,155 New
ESBC
370
E.S. Barr & Co
Kentucky
$259K +$254K +1,143 New
PAM
371
Premier Asset Management
Illinois
$258K +$254K +1,143 New
WSFS
372
Wilmington Savings Fund Society
Delaware
$256K
SCM
373
Silver Capital Management
New York
$253K -$22.2K -100 -8%
BFA
374
Bragg Financial Advisors
North Carolina
$253K -$10.2K -46 -4%
AIM
375
Arcadia Investment Management
Michigan
$247K +$242K +1,090 New