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State Street SPDR S&P MIDCAP 400 ETF Trust

440 hedge funds and large institutions have $9.01B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 156 increasing their positions, 146 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $7.88B → $9.01B (+$1.13B)

12% more funds holding in top 10

Funds holding in top 10: 5865 (+7)

4% more funds holding

Funds holding: 423440 (+17)

7% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 146

0.87% less ownership

Funds ownership: 63.71%62.84% (-0.87%)

7% less call options, than puts

Call options by funds: $483M | Put options by funds: $521M

Holders
440
Holders Change
+17
Holders Change %
+4.02%
% of All Funds
14.27%
Holding in Top 10
65
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.07%
% of All Funds
2.11%
New
46
Increased
156
Reduced
146
Closed
22
Calls
$483M
Puts
$521M
Net Calls
-$38.1M
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$5.01M +$248K +1,114 +5%
NAMP
152
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.97M -$155K -695 -3%
FCBT
153
First Citizens Bank & Trust
North Carolina
$4.9M -$12.8M -57,394 -73%
SB
154
Suntrust Banks
Georgia
$4.88M +$158K +710 +3%
ST
155
Spinnaker Trust
Maine
$4.87M -$2.32M -10,441 -33%
N
156
Natixis
France
$4.86M -$556K -2,500 -10%
Chevy Chase Trust
157
Chevy Chase Trust
Maryland
$4.79M
DBIA
158
Dumont & Blake Investment Advisors
New Jersey
$4.69M +$54.5K +245 +1%
BC
159
Brinker Capital
Pennsylvania
$4.66M +$1.75M +7,877 +62%
LC
160
Lourd Capital
California
$4.55M
MFW
161
Meristem Family Wealth
Minnesota
$4.5M
MWM
162
Modera Wealth Management
New Jersey
$4.42M -$298K -1,341 -6%
Truist Financial
163
Truist Financial
North Carolina
$4.4M +$78.5K +353 +2%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$4.25M +$4.18M +18,781 New
GT
165
Glenmede Trust
Pennsylvania
$4.11M +$140K +628 +4%
CIC
166
Carnegie Investment Counsel
Ohio
$4.08M +$195K +878 +5%
CFS
167
Community Financial System
New York
$4.05M +$9.12K +41 +0.2%
KIA
168
KCM Investment Advisors
California
$4.02M +$136K +612 +4%
MIH
169
Madison Investment Holdings
Wisconsin
$4M +$438K +1,968 +13%
BP
170
Ballentine Partners
Massachusetts
$3.97M +$161K +722 +4%
TRCT
171
Tower Research Capital (TRC)
New York
$3.96M -$5.67M -25,510 -59%
FFSOTS
172
Fiduciary Financial Services of The Southwest
Texas
$3.89M -$594K -2,670 -13%
ABC
173
Associated Banc-Corp
Wisconsin
$3.87M +$546K +2,456 +17%
UCFA
174
United Capital Financial Advisors
Texas
$3.87M +$185K +832 +5%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$3.86M +$74.5K +335 +2%