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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
TCT
101
TIAA CREF Trust
Missouri
$12M -$287K -1,221 -2%
BFO
102
Boston Family Office
Massachusetts
$12M -$47K -200 -0.4%
JCM
103
Janney Capital Management
Pennsylvania
$12M -$1.63M -6,933 -12%
WTC
104
WhitTier Trust Company
Nevada
$11.6M +$116K +495 +1%
FMC
105
First Merchants Corp
Indiana
$11.3M -$24.9K -106 -0.2%
PWM
106
Patriot Wealth Management
Texas
$11.3M +$311K +1,323 +3%
BIT
107
BlackRock Institutional Trust
California
$11.2M -$11.4M -48,295 -51%
RCS
108
Retirement Capital Strategies
California
$11.2M +$10.8M +45,803 New
JWM
109
Jacobus Wealth Management
Wisconsin
$10.8M -$1.74M -7,412 -14%
Millennium Management
110
Millennium Management
New York
$10.7M +$10.4M +44,013 New
NRS
111
Neville Rodie & Shaw
New York
$10.7M +$265K +1,125 +3%
M
112
MOTCO
Texas
$10.7M -$219K -930 -2%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$10.4M +$96K +408 +1%
BUB
114
BBVA USA Bancshares
Texas
$10.1M -$1.13M -4,825 -10%
RIG
115
Renaissance Investment Group
Massachusetts
$10.1M +$103K +438 +1%
GG
116
Gofen & Glossberg
Illinois
$10M +$119K +508 +1%
RIL
117
Rothschild Investment LLC
Illinois
$9.91M +$11.8K +50 +0.1%
TNBTD
118
Trustmark National Bank Trust Department
Mississippi
$9.61M -$113K -481 -1%
BAAM
119
Baker Avenue Asset Management
California
$9.58M +$825K +3,506 +10%
BF
120
BOK Financial
Oklahoma
$9.57M +$113K +482 +1%
CCMG
121
Clark Capital Management Group
Pennsylvania
$9.5M -$990K -4,208 -10%
PAI
122
Pittenger & Anderson Inc
Nebraska
$9.37M +$62.3K +265 +0.7%
MIH
123
Madison Investment Holdings
Wisconsin
$8.96M +$4.48M +19,043 +108%
QAM
124
QCI Asset Management
New York
$8.95M -$43.5K -185 -0.5%
BPBT
125
Boston Private Bank & Trust
Massachusetts
$8.92M +$235K +1,000 +3%