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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
QAM
126
QCI Asset Management
New York
$8.25M -$806K -3,220 -9%
MIAN
127
Mariner Independent Advisor Network
Kansas
$8.23M +$7.96M +31,793 New
SJIM
128
St. Johns Investment Management
Florida
$8.07M -$204K -813 -3%
JIC
129
Johnson Investment Counsel
Ohio
$8.03M -$267K -1,065 -3%
SHGA
130
Sand Hill Global Advisors
California
$7.73M -$159K -635 -2%
PI
131
Placemark Investments
Illinois
$7.71M -$726K -2,899 -9%
EWM
132
Evercore Wealth Management
New York
$7.48M +$457K +1,826 +7%
CTC
133
Central Trust Company
Missouri
$7.4M -$5.28M -21,096 -43%
EVM
134
Evelyn V. Moreno
$7.38M +$45.1K +180 +0.6%
SPL
135
Smart Portfolios LLC
Washington
$7.19M +$150K +599 +2%
ATC
136
Adirondack Trust Company
New York
$7.11M -$53.8K -215 -0.8%
ABC
137
Associated Banc-Corp
Wisconsin
$6.93M +$387K +1,546 +6%
DJSG
138
D.J. St. Germain
Massachusetts
$6.68M -$53.8K -215 -0.8%
AC
139
Alexandria Capital
Virginia
$6.58M -$354K -1,415 -5%
AIP
140
Ameritas Investment Partners
Nebraska
$6.54M -$576K -2,300 -8%
CTA
141
Chesley Taft & Associates
Illinois
$6.23M +$37.6K +150 +0.6%
BOTW
142
Bank of the West
California
$6.21M -$142K -567 -2%
ST
143
Spinnaker Trust
Maine
$6.08M +$118K +473 +2%
EA
144
Elm Advisors
California
$6.02M -$66.3K -265 -1%
1SB
145
1ST Source Bank
Indiana
$6M +$405K +1,618 +8%
BF
146
BOK Financial
Oklahoma
$5.98M -$4.3M -17,176 -43%
Chevy Chase Trust
147
Chevy Chase Trust
Maryland
$5.84M +$22.5K +90 +0.4%
PAG
148
Private Advisor Group
New Jersey
$5.82M +$604K +2,413 +12%
BC
149
Brinker Capital
Pennsylvania
$5.76M +$38.8K +155 +0.7%
PRA
150
Parametric Risk Advisors
Connecticut
$5.71M