We are live on ! Find out more
MDY icon

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
FCI
51
Financial Counselors Inc
Kansas
$26M +$470K +1,876 +2%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$26M +$13.6M +54,317 +120%
HBT
53
Hills Bank & Trust
Iowa
$25.8M +$425K +1,698 +2%
MA
54
MUFG Americas
New York
$25.4M -$1.25M -5,003 -5%
UCFA
55
United Capital Financial Advisors
Texas
$25.1M +$16.6M +66,183 +220%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$24.4M +$808K +3,229 +4%
TCIM
57
TIAA CREF Investment Management
New York
$24.4M +$166K +662 +0.7%
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$23.9M -$18.3K -73 -0.1%
EVM
59
Eaton Vance Management
Massachusetts
$23.1M +$51.3K +205 +0.2%
BIT
60
BlackRock Institutional Trust
California
$21.9M +$12.5M +50,036 +147%
CWM
61
Confluence Wealth Management
Oregon
$21.6M +$2.33M +9,322 +13%
WF
62
Welch & Forbes
Massachusetts
$21M +$273K +1,089 +1%
CIA
63
Choate Investment Advisors
Massachusetts
$20.9M -$14.3M -57,216 -42%
TPSF
64
Texas Permanent School Fund
Texas
$20.9M -$5.08M -20,300 -20%
OC
65
Oppenheimer & Co
New York
$20.8M +$220K +877 +1%
LWM
66
LBA Wealth Management
Florida
$20.6M -$363K -1,450 -2%
COPPSERS
67
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.5M +$2.23M +8,922 +13%
FAG
68
Financial Advisory Group
Texas
$20.3M +$950K +3,795 +5%
PA
69
Pinnacle Associates
New York
$19.9M +$271K +1,081 +1%
BTS
70
BB&T Securities
Virginia
$19.4M +$110K +441 +6%
GCM
71
Gladius Capital Management
Illinois
$18.3M
LC
72
Lilley & Co
Michigan
$18.2M -$75.4K -301 -0.4%
B
73
Baird
Wisconsin
$18.1M -$7.77M -31,045 -31%
FAAS
74
First Allied Advisory Services
California
$17.7M +$1.42M +5,667 +9%
PGA
75
Portland Global Advisors
Maine
$17.4M +$458K +1,830 +3%