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State Street SPDR S&P MIDCAP 400 ETF Trust

509 hedge funds and large institutions have $9.44B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.19% more ownership

Funds ownership: 58.37%60.56% (+2.2%)

0% more capital invested

Capital invested by funds: $9.41B → $9.44B (+$30.4M)

2% less funds holding

Funds holding: 521509 (-12)

5% less funds holding in top 10

Funds holding in top 10: 7470 (-4)

10% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 190

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

34% less call options, than puts

Call options by funds: $613M | Put options by funds: $933M

Holders
509
Holders Change
-12
Holders Change %
-2.3%
% of All Funds
14.63%
Holding in Top 10
70
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.41%
% of All Funds
2.01%
New
31
Increased
171
Reduced
190
Closed
42
Calls
$613M
Puts
$933M
Net Calls
-$320M
Net Calls Change
-$33.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
476
Gradient Investments
Minnesota
$65K
FMB
477
Field & Main Bank
Kentucky
$52K
CFSG
478
Community Financial Services Group
Vermont
$45K
HRIA
479
Haberer Registered Investment Advisor
Ohio
$41K
CHC
480
City Holding Co
West Virginia
$40K
HF
481
Hoxton Financial
West Virginia
$40K
LNB
482
Ledyard National Bank
$39K
TIM
483
Tortoise Investment Management
New York
$36K
CTB
484
Country Trust Bank
Illinois
$35.7K +$34.3K +137 New
VIA
485
Vantage Investment Advisors
Pennsylvania
$34K -$8.76K -35 -21%
CA
486
CapWealth Advisors
Tennessee
$33K
CAW
487
Cornerstone Advisors (Washington)
Washington
$31K
W
488
Wealthfront
California
$30K +$28.8K +115 New
WCM
489
Wealthcare Capital Management
Virginia
$29K +$11.8K +47 +72%
BCMIO
490
Beacon Capital Management Inc (Ohio)
Ohio
$26K
SC
491
Saturna Capital
Washington
$26K
JWA
492
JFS Wealth Advisors
Pennsylvania
$26K +$25K +100 New
SIA
493
SeaBridge Investment Advisors
New Jersey
$26K +$25K +100 New
OIA
494
Optimum Investment Advisors
Illinois
$21K -$1.75K -7 -8%
BG
495
Bollard Group
Massachusetts
$21K
WEC
496
Winslow Evans & Crocker
Massachusetts
$19.3K
RFS
497
Rockefeller Financial Services
New York
$19K
GAM
498
Gemmer Asset Management
California
$18K
IFA
499
Interactive Financial Advisors
Illinois
$18K +$15K +60 +600%
BBPWM
500
Blue Bell Private Wealth Management
Pennsylvania
$16K