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
NAMP
151
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.64M -$88.9K -355 -2%
PI
152
PineBridge Investments
New York
$5.41M +$5.2M +20,767 New
BBHC
153
Brown Brothers Harriman & Co
New York
$5.38M
KIA
154
KCM Investment Advisors
California
$5.28M +$589K +2,352 +13%
LC
155
Lourd Capital
California
$5.2M +$209K +835 +4%
CI Investments Inc
156
CI Investments Inc
Ontario, Canada
$5.13M -$1M -4,000 -17%
Truist Financial
157
Truist Financial
North Carolina
$5.08M -$52.3K -209 -1%
Ameriprise
158
Ameriprise
Minnesota
$4.93M +$706K +2,819 +18%
CIC
159
Carnegie Investment Counsel
Ohio
$4.92M +$134K +537 +3%
CFS
160
Community Financial System
New York
$4.91M +$65.8K +263 +1%
MIH
161
Madison Investment Holdings
Wisconsin
$4.88M +$132K +527 +3%
SCG
162
Strategic Capital Group
Washington
$4.82M +$406K +1,623 +10%
HMC
163
Harvard Management Company
Massachusetts
$4.75M
GIM
164
Goelzer Investment Management
Indiana
$4.64M +$197K +785 +5%
MWM
165
Modera Wealth Management
New Jersey
$4.62M -$208K -831 -4%
MA
166
MCF Advisors
Kentucky
$4.62M +$487K +1,945 +12%
GT
167
Glenmede Trust
Pennsylvania
$4.58M -$35.3K -141 -0.8%
BPC
168
Banque Pictet & Cie
Switzerland
$4.55M -$1.27M -5,085 -23%
PVH
169
Psagot Value Holdings
Israel
$4.46M -$3K -12 -0.1%
MFW
170
Meristem Family Wealth
Minnesota
$4.43M -$721K -2,880 -14%
BWM
171
Braver Wealth Management
Massachusetts
$4.38M +$4.21M +16,821 New
SB
172
Suntrust Banks
Georgia
$4.36M -$274K -1,095 -6%
SWM
173
Segment Wealth Management
Texas
$4.36M +$53.3K +213 +1%
M&T Bank
174
M&T Bank
New York
$4.26M -$37.6K -150 -0.9%
FFSOTS
175
Fiduciary Financial Services of The Southwest
Texas
$4.25M -$81.6K -326 -2%