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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
CHC
476
City Holding Co
West Virginia
$39K +$37.6K +160 New
LNB
477
Ledyard National Bank
$37K
SHWM
478
Smith & Howard Wealth Management
Georgia
$33K
CA
479
CapWealth Advisors
Tennessee
$31K
PFA
480
Paradigm Financial Advisors
Missouri
$30K +$28.9K +123 New
TAIM
481
TD Ameritrade Investment Management
Nebraska
$28K -$13.6K -58 -33%
SC
482
Saturna Capital
Washington
$24K
BCMIO
483
Beacon Capital Management Inc (Ohio)
Ohio
$24K +$23.5K +100 New
OIA
484
Optimum Investment Advisors
Illinois
$21K
WA
485
Winfield Associates
Ohio
$21K +$20K +85 New
CFG
486
CKW Financial Group
Hawaii
$21K +$20.7K +88 New
BG
487
Bollard Group
Massachusetts
$20K
RFS
488
Rockefeller Financial Services
New York
$18K
WEC
489
Winslow Evans & Crocker
Massachusetts
$18K +$17.4K +74 New
BBPWM
490
Blue Bell Private Wealth Management
Pennsylvania
$18K +$17.6K +75 New
WCM
491
Wealthcare Capital Management
Virginia
$16K
SFSIG
492
San Francisco Sentry Investment Group
California
$13K
S
493
SignatureFD
Georgia
$12K
HMS
494
Hanseatic Management Services
New Mexico
$11K -$7.76K -33 -43%
TWM
495
Torch Wealth Management
Ohio
$10K +$9.41K +40 New
CFA
496
Carroll Financial Associates
North Carolina
$7K -$17.6K -75 -71%
CIM
497
Contravisory Investment Management
Massachusetts
$7K
AFS
498
Aft Forsyth & Sober
Florida
$6K
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$4K
DIA
500
Denver Investment Advisors
Colorado
$2.21K