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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
MA
51
MUFG Americas
New York
$27.4M -$1.13M -4,784 -4%
CI
52
Conning Inc
Connecticut
$27.3M
JMPWA
53
JP Morgan Private Wealth Advisors
California
$26.2M +$2.99M +12,695 +13%
TCIM
54
TIAA CREF Investment Management
New York
$25.8M +$11.8M +50,281 +91%
SMA
55
Simply Money Advisors
Ohio
$25.8M +$1.64M +6,981 +7%
HIMC
56
Heritage Investors Management Corp
Maryland
$25.7M +$72.2K +307 +0.3%
B
57
Baird
Wisconsin
$25.1M +$831K +3,534 +4%
CFA
58
Capstone Financial Advisors
Illinois
$24.7M +$23.8M +101,346 New
MSU
59
Mizuho Securities USA
New York
$24.7M +$23.8M +101,102 New
MSA
60
Mason Street Advisors
Wisconsin
$24.6M -$6.19M -26,303 -21%
FCI
61
Financial Counselors Inc
Kansas
$23.9M +$159K +677 +0.7%
HBT
62
Hills Bank & Trust
Iowa
$23.1M +$596K +2,535 +3%
VKH
63
Virtu KCG Holdings
New York
$22.8M -$120M -509,493 -85%
PGFC
64
Peapack-Gladstone Financial Corp
New Jersey
$22.5M +$509K +2,163 +2%
EVM
65
Eaton Vance Management
Massachusetts
$20.9M +$1.13M +4,822 +6%
LWM
66
LBA Wealth Management
Florida
$20.6M +$19.8M +84,203 New
WF
67
Welch & Forbes
Massachusetts
$18.9M +$683K +2,905 +4%
PA
68
Pinnacle Associates
New York
$18.3M +$339K +1,441 +2%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$18.1M -$3.16M -13,442 -15%
OC
70
Oppenheimer & Co
New York
$17.9M +$167K +711 +1%
FAG
71
Financial Advisory Group
Texas
$17.1M +$344K +1,464 +2%
LC
72
Lilley & Co
Michigan
$17M +$85.6K +364 +0.5%
CC
73
Chanos & Company
New York
$16.9M +$9.65M +41,010 +145%
FFBTD
74
First Financial Bank - Trust Division
Ohio
$16.7M +$16.1M +68,401 New
NB
75
NBT Bank
New York
$16.6M -$907K -3,856 -5%