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SPDR S&P 400 Mid Cap Value ETF

32 hedge funds and large institutions have $20.9M invested in SPDR S&P 400 Mid Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
10
Reduced
2
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CK
1
Carnick & Kubik
Colorado
$3.1M +$2.35M +36,764 +312%
TCM
2
Tradewinds Capital Management
Washington
$2.95M +$487K +11,414 +20%
LPL Financial
3
LPL Financial
California
$2.58M +$512K +12,010 +25%
CMP
4
Courage Miller Partners
Virginia
$2.18M +$2.18M +51,166 New
Axa
5
Axa
France
$1.97M
Morgan Stanley
6
Morgan Stanley
New York
$1.28M +$5.97K +140 +0.5%
BWA
7
Burt Wealth Advisors
Maryland
$1.19M +$1.19M +27,850 New
UBS Group
8
UBS Group
Switzerland
$978K +$978K +22,928 New
CCM
9
Condor Capital Management
New Jersey
$867K +$26.3K +618 +3%
Wells Fargo
10
Wells Fargo
California
$603K
CG
11
Colony Group
Massachusetts
$509K +$509K +11,928 New
Ameriprise
12
Ameriprise
Minnesota
$507K +$464K +10,882 +1,090%
Citigroup
13
Citigroup
New York
$484K
FIM
14
Freedom Investment Management
Connecticut
$391K -$34.2K -802 -8%
EWA
15
EP Wealth Advisors
California
$323K +$323K +7,580 New
CIC
16
Carnegie Investment Counsel
Ohio
$296K
HighTower Advisors
17
HighTower Advisors
Illinois
$238K +$6.75K +158 +3%
Bank of America
18
Bank of America
North Carolina
$113K -$11.8K -278 -9%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$77K +$15.1K +356 +24%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$71K
MCM
21
Manchester Capital Management
Vermont
$60K +$60K +1,400 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$28K
NES
23
New England Securities
New York
$25K +$517 +12 +2%
IF
24
Ironwood Financial
Arizona
$20K +$20K +480 New
WA
25
Winfield Associates
Ohio
$17K