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State Street SPDR S&P MIDCAP 400 ETF Trust

501 hedge funds and large institutions have $9.71B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2013 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 166 increasing their positions, 154 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 26

14% more funds holding

Funds holding: 440501 (+61)

12% more funds holding in top 10

Funds holding in top 10: 6573 (+8)

8% more capital invested

Capital invested by funds: $9.01B → $9.71B (+$700M)

8% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 154

2% more call options, than puts

Call options by funds: $724M | Put options by funds: $710M

0.86% less ownership

Funds ownership: 62.84%61.97% (-0.86%)

Holders
501
Holders Change
+61
Holders Change %
+13.86%
% of All Funds
14.54%
Holding in Top 10
73
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.31%
% of All Funds
2.12%
New
91
Increased
166
Reduced
154
Closed
26
Calls
$724M
Puts
$710M
Net Calls
+$14.7M
Net Calls Change
+$52.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FMBTD
426
First Midwest Bank Trust Division
Illinois
$250K -$12.9K -55 -5%
MIC
427
Meridian Investment Counsel
California
$249K +$239K +1,018 New
BFPW
428
BOK Financial Private Wealth
Colorado
$248K -$57.6K -245 -19%
ONB
429
Old National Bancorp
Indiana
$247K
T
430
Thomaspartners
Massachusetts
$246K
TCOV
431
Trust Company of Vermont
Vermont
$245K -$4.47K -19 -2%
CAMI
432
Concord Asset Management (Illinois)
Illinois
$244K +$235K +1,000 New
OPCM
433
Osborne Partners Capital Management
California
$243K +$6.59K +28 +3%
ACM
434
Antonetti Capital Management
Florida
$231K
RT
435
Rockland Trust
Massachusetts
$230K +$221K +940 New
FWP
436
FAS Wealth Partners
Kansas
$227K +$219K +929 New
CIS
437
Connors Investor Services
Pennsylvania
$225K
RIA
438
Regal Investment Advisors
Michigan
$219K -$288K -1,223 -58%
BCM
439
Brookmont Capital Management
Texas
$217K
MCC
440
Mid Continent Capital
Illinois
$212K +$204K +868 New
BC
441
Blackhill Capital
New Jersey
$211K -$11.8K -50 -5%
CAM
442
Carret Asset Management
New York
$207K -$9.41K -40 -5%
NIM
443
Northeast Investment Management
Massachusetts
$206K -$77.6K -330 -28%
TFCP
444
Twin Focus Capital Partners
Massachusetts
$206K +$198K +842 New
PCTC
445
Perkins Coie Trust Company
Washington
$206K +$199K +845 New
OA
446
Oxbow Advisors
Texas
$202K +$195K +829 New
CG
447
Colony Group
Massachusetts
$201K +$109K +465 +129%
CFN
448
Cordasco Financial Network
Florida
$161K +$155K +658 New
HF
449
Hoxton Financial
West Virginia
$143K +$138K +587 New
ST
450
Stifel Trust
Missouri
$141K