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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
CC
201
Courier Capital
New York
$2.5M -$15.6K -70 -0.6%
GI
202
GLG Inc
New York
$2.49M
NL
203
NWAM LLC
Washington
$2.48M -$188K -847 -7%
CCM
204
Condor Capital Management
New Jersey
$2.43M -$61.1K -275 -2%
SMM
205
Stadion Money Management
Georgia
$2.4M +$2.36M +10,627 New
LIM
206
Leavell Investment Management
Alabama
$2.35M +$222K +1,000 +11%
Invesco
207
Invesco
Georgia
$2.27M -$89.6K -403 -4%
BWAM
208
Boyd Watterson Asset Management
Ohio
$2.23M -$184K -828 -8%
FPCM
209
Financial Partners Capital Management
New York
$2.21M -$590K -2,655 -21%
CCFCSB
210
Cape Cod Five Cents Savings Bank
Massachusetts
$2.16M +$53.6K +241 +3%
Jacobs Levy Equity Management
211
Jacobs Levy Equity Management
New Jersey
$2.08M
DIA
212
Denver Investment Advisors
Colorado
$2.05M
Fidelity Investments
213
Fidelity Investments
Massachusetts
$2.04M +$205K +920 +11%
MCWS
214
McKinley Carter Wealth Services
West Virginia
$2.02M -$61.8K -278 -3%
RJT
215
Raymond James Trust
Florida
$2.02M +$266K +1,196 +15%
AI
216
Atria Investments
North Carolina
$2.01M -$184K -826 -8%
RCM
217
Rotella Capital Management
Washington
$1.99M +$689K +3,100 +54%
SAM
218
Silvercrest Asset Management
New York
$1.97M -$774K -3,480 -29%
SAM
219
Sawgrass Asset Management
Florida
$1.94M
William Blair & Company
220
William Blair & Company
Illinois
$1.93M +$132K +595 +7%
CBT
221
Central Bank & Trust
Kentucky
$1.92M
ICAS
222
Investors Capital Advisory Services
Massachusetts
$1.9M -$57.6K -259 -3%
KPCM
223
Kings Point Capital Management
New York
$1.9M +$108K +487 +6%
BSA
224
Braun Stacey Associates
New York
$1.89M -$55.6K -250 -3%
PCMK
225
Paragon Capital Management (Kansas)
Kansas
$1.84M -$5.11K -23 -0.3%