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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
SIM
376
Sigma Investment Management
Oregon
$244K -$76.3K -343 -24%
FMBTD
377
First Midwest Bank Trust Division
Illinois
$244K -$22.2K -100 -8%
NCM
378
Novare Capital Management
North Carolina
$242K +$238K +1,070 New
OMC
379
Overbrook Management Corp
New York
$238K -$31.6K -142 -12%
EVC
380
Eidelman Virant Capital
Missouri
$238K
EFSCE
381
Enterprise Financial Services Corp (EFSC)
Missouri
$238K +$189K +850 +425%
TCOV
382
Trust Company of Vermont
Vermont
$231K +$5.56K +25 +3%
ONB
383
Old National Bancorp
Indiana
$229K
LG
384
Leuthold Group
Minnesota
$229K +$225K +1,012 New
T
385
Thomaspartners
Massachusetts
$228K
OPCM
386
Osborne Partners Capital Management
California
$219K +$215K +966 New
EM
387
Excalibur Management
Massachusetts
$217K +$213K +960 New
ACM
388
Antonetti Capital Management
Florida
$214K
CIS
389
Connors Investor Services
Pennsylvania
$208K +$205K +920 New
BC
390
Blackhill Capital
New Jersey
$207K
FIM
391
Freedom Investment Management
Connecticut
$205K -$57.8K -260 -22%
CAM
392
Carret Asset Management
New York
$201K +$197K +886 New
BCM
393
Brookmont Capital Management
Texas
$201K +$198K +890 New
Jones Financial Companies
394
Jones Financial Companies
Missouri
$175K -$133K -600 -44%
BIM
395
BlackRock Investment Management
Delaware
$169K +$1.33K +6 +0.8%
BBHC
396
Brown Brothers Harriman & Co
New York
$141K +$139K +625 New
WA
397
Waverly Advisors
Alabama
$132K +$130K +585 New
ST
398
Stifel Trust
Missouri
$131K
JIC
399
Joel Isaacson & Co
New York
$125K
Manulife (Manufacturers Life Insurance)
400
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$123K +$4.69M +21,100 +4%