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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 %
DWM
401
Destination Wealth Management
California
$324K +$24.5K +98 +8%
EWM
402
Evermay Wealth Management
Virginia
$319K
B
403
Bailard
California
$312K -$4.24K -17 -1%
BSB
404
Bangor Savings Bank
Maine
$312K +$312K +1,250 New
WSFS
405
Wilmington Savings Fund Society
Delaware
$310K +$17.9K +72 +6%
VFAM
406
Valley Forge Asset Management
Pennsylvania
$307K -$12.5K -50 -4%
MCM
407
Murphy Capital Management
New Jersey
$305K -$7.48K -30 -2%
MAA
408
Matrix Asset Advisors
New York
$305K
CG
409
Colony Group
Massachusetts
$305K +$79.7K +320 +35%
MDCM
410
Morgan Dempsey Capital Management
Wisconsin
$304K +$18.7K +75 +7%
LWCFA
411
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$302K
PTC
412
Philadelphia Trust Company
Pennsylvania
$294K -$82.2K -330 -22%
PNC
413
Park National Corp
Ohio
$293K +$293K +1,175 New
MJRIC
414
Mogy Joel R Investment Counsel
California
$288K
UAS
415
United Asset Strategies
New York
$286K +$120K +795 +72%
SCM
416
Silver Capital Management
New York
$279K
KFS
417
KMS Financial Services
Washington
$271K -$18.3K -73 -6%
SIM
418
Sigma Investment Management
Oregon
$268K
FWP
419
FAS Wealth Partners
Kansas
$268K +$36.6K +147 +16%
KAM
420
Keeley Asset Management
Illinois
$266K
EVC
421
Eidelman Virant Capital
Missouri
$262K
SI
422
SII Investments
Wisconsin
$262K +$17.8K +72 +7%
DADC
423
D.A. Davidson & Co
Montana
$260K -$105K -422 -29%
ESBC
424
E.S. Barr & Co
Kentucky
$260K -$1.25K -5 -0.5%
FBNAT
425
FirstMerit Bank N.A. Trustee
Ohio
$259K +$259K +1,040 New