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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
FNBT
126
FineMark National Bank & Trust
Florida
$8.82M +$490K +2,082 +6%
PWLP
127
Prio Wealth Limited Partnership
Massachusetts
$8.58M +$347K +1,475 +4%
WT
128
Wilmington Trust
Delaware
$8.49M -$791K -3,364 -9%
SPL
129
Smart Portfolios LLC
Washington
$8.28M +$438K +1,864 +6%
JIC
130
Johnson Investment Counsel
Ohio
$8.27M -$105K -448 -1%
MCM
131
Munder Capital Management
Michigan
$7.76M -$9.9M -42,101 -57%
ATC
132
Adirondack Trust Company
New York
$7.67M +$3.29K +14 +0%
SHGA
133
Sand Hill Global Advisors
California
$7.46M -$4.79M -20,347 -40%
SWM
134
Strategic Wealth Management
Washington
$7.23M -$91.5K -389 -1%
PI
135
Placemark Investments
Illinois
$7.19M -$419K -1,781 -6%
IH
136
IFC Holdings
Florida
$6.97M +$139K +593 +2%
CCT
137
Country Club Trust
Missouri
$6.94M +$804K +3,418 +14%
AC
138
Alexandria Capital
Virginia
$6.92M -$424K -1,802 -6%
DJSG
139
D.J. St. Germain
Massachusetts
$6.73M -$156K -665 -2%
EVM
140
Evelyn V. Moreno
$6.7M +$6.46M +27,447 New
CA
141
Cumberland Advisors
Florida
$6.63M +$4.82M +20,507 +309%
AIG
142
American International Group
New York
$6.57M -$1.73M -7,364 -21%
EWM
143
Evercore Wealth Management
New York
$6.52M -$134K -570 -2%
LPT
144
Legacy Private Trust
Wisconsin
$6.5M -$716K -3,043 -10%
HCC
145
Hirtle Callaghan & Co
Pennsylvania
$6.44M
Ameriprise
146
Ameriprise
Minnesota
$6.4M +$126K +537 +2%
RhumbLine Advisers
147
RhumbLine Advisers
Massachusetts
$6.14M -$8.55M -36,335 -59%
CI Investments Inc
148
CI Investments Inc
Ontario, Canada
$5.79M
EA
149
Elm Advisors
California
$5.77M +$5.56M +23,637 New
SFS
150
Strategic Financial Services
New York
$5.68M -$2.91M -12,376 -35%