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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 %
SWP
426
Stratos Wealth Partners
Ohio
$254K +$254K +1,019 New
MIC
427
Meridian Investment Counsel
California
$253K +$13.7K +55 +6%
MC
428
Moors & Cabot
Massachusetts
$251K
JIR
429
James Investment Research
Ohio
$249K
PCTC
430
Perkins Coie Trust Company
Washington
$249K +$38.4K +154 +18%
CCM
431
Coldstream Capital Management
Washington
$245K +$34.9K +140 +17%
BFA
432
Bragg Financial Advisors
North Carolina
$241K -$37.4K -150 -13%
AIM
433
Arcadia Investment Management
Michigan
$239K +$6.24K +25 +3%
PMFA
434
Plante Moran Financial Advisors
Michigan
$237K
CAMI
435
Concord Asset Management (Illinois)
Illinois
$231K
PAM
436
Premier Asset Management
Illinois
$230K
PSI
437
Pinnacle Summer Investments
Virginia
$222K -$99.4K -400 -31%
BCM
438
Brookmont Capital Management
Texas
$222K
ST
439
Stifel Trust
Missouri
$221K +$103K +410 +86%
FFA
440
First Foundation Advisors
California
$220K +$220K +881 New
NCM
441
Novare Capital Management
North Carolina
$217K
BC
442
Blackhill Capital
New Jersey
$216K
FAT
443
First American Trust
California
$212K
OCM
444
One Capital Management
California
$212K
BOS
445
Bingham Osborn & Scarborough
California
$212K +$212K +852 New
TFCP
446
Twin Focus Capital Partners
Massachusetts
$210K
OA
447
Oxbow Advisors
Texas
$207K
SCA
448
Salient Capital Advisors
Texas
$203K +$203K +815 New
CAM
449
Carret Asset Management
New York
$201K -$6.73K -27 -3%
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$192K +$192K +769 New