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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
JIC
451
Joel Isaacson & Co
New York
$135K
VCM
452
Vigilant Capital Management
Maine
$132K +$47K +200 +59%
CDIA
453
Capital Directions Investment Advisors
Georgia
$131K +$118K +500 +1,351%
MOACM
454
Mutual of America Capital Management
New York
$129K -$1.65K -7 -1%
JFGIW
455
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$122K +$118K +500 New
ST
456
Smithfield Trust
Pennsylvania
$118K
SNT
457
Security National Trust
West Virginia
$111K
EFSCE
458
Enterprise Financial Services Corp (EFSC)
Missouri
$110K -$141K -600 -57%
RFA
459
Reilly Financial Advisors
California
$110K +$106K +452 New
PSUF
460
People's United Financial
Connecticut
$104K
LWA
461
Lenox Wealth Advisors
New York
$88K -$812K -3,451 -91%
BFEC
462
Benjamin F. Edwards & Company
Missouri
$83K -$1.67M -7,090 -95%
RNS
463
Robert N. Shapiro
$80K
JFA
464
JNBA Financial Advisors
Minnesota
$73K
LIA
465
LS Investment Advisors
Michigan
$65K
MAA
466
Managed Account Advisors
New Jersey
$63K -$3.78M -16,082 -98%
GI
467
Gradient Investments
Minnesota
$61K
MP
468
Manifold Partners
California
$61K +$58.8K +250 New
BOK
469
Bank of Kentucky
Kentucky
$60K
CCS
470
Crosspoint Capital Strategies
California
$49K +$45.2K +192 New
AA
471
Apriem Advisors
California
$49K +$47K +200 New
FMB
472
Field & Main Bank
Kentucky
$49K +$47K +200 New
WCM
473
Windsor Capital Management
Arizona
$43K -$6.59K -28 -14%
VIA
474
Vantage Investment Advisors
Pennsylvania
$40K +$38.8K +165 New
HRIA
475
Haberer Registered Investment Advisor
Ohio
$39K