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State Street SPDR S&P MIDCAP 400 ETF Trust

1,363 hedge funds and large institutions have $15B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 355 increasing their positions, 482 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 45

64% more call options, than puts

Call options by funds: $499M | Put options by funds: $305M

6% more capital invested

Capital invested by funds: $14.2B → $15B (+$837M)

2% more funds holding in top 10

Funds holding in top 10: 5758 (+1)

1% more funds holding

Funds holding: 1,3461,363 (+17)

1.12% more ownership

Funds ownership: 62.73%63.84% (+1.1%)

26% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 482

Holders
1,363
Holders Change
+17
Holders Change %
+1.26%
% of All Funds
17.89%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.76%
New
87
Increased
355
Reduced
482
Closed
45
Calls
$499M
Puts
$305M
Net Calls
+$194M
Net Calls Change
+$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
276
Intrepid Financial Planning Group
Indiana
$4.55M -$25.8K -44 -0.6%
PWM
277
Perigon Wealth Management
California
$4.54M -$282K -481 -6%
BlackRock
278
BlackRock
New York
$4.54M -$18.7M -31,901 -81%
KFP
279
KMG Fiduciary Partners
Ohio
$4.5M -$34.6K -59 -0.8%
SCG
280
Sonata Capital Group
Washington
$4.46M +$3.52K +6 +0.1%
EK
281
Evensky & Katz
Florida
$4.45M +$9.39K +16 +0.2%
FCP
282
Fidelis Capital Partners
Florida
$4.38M -$14.7K -25 -0.3%
NAM
283
NorthCrest Asset Manangement
Minnesota
$4.32M +$7.63K +13 +0.2%
KeyBank National Association
284
KeyBank National Association
Ohio
$4.32M -$117K -199 -3%
JWCA
285
J.W. Cole Advisors
Florida
$4.32M -$58.1K -99 -1%
Qube Research & Technologies (QRT)
286
Qube Research & Technologies (QRT)
United Kingdom
$4.24M -$13.3M -22,598 -76%
JFG
287
JMG Financial Group
Illinois
$4.2M -$96.8K -165 -2%
NAS
288
Nicolet Advisory Services
Wisconsin
$4.2M +$266K +453 +7%
USCWA
289
U.S. Capital Wealth Advisors
Texas
$4.19M +$50.5K +86 +1%
PA
290
PFG Advisors
Arizona
$4.16M -$17K -29 -0.4%
EH
291
Equitable Holdings
New York
$4.15M -$91.6K -156 -2%
SWP
292
Sagespring Wealth Partners
Tennessee
$4.13M +$12.3K +21 +0.3%
RMDI
293
R.M. Davis Inc
Maine
$4.13M -$52.2K -89 -1%
FTWA
294
Fifth Third Wealth Advisors
Ohio
$4.13M
BFWA
295
Benchmark Financial Wealth Advisors
Florida
$4.12M +$49.9K +85 +1%
BP
296
Ballentine Partners
Massachusetts
$4.06M
NCFG
297
New Century Financial Group
New Jersey
$4.01M +$301K +512 +8%
NA
298
NewEdge Advisors
Louisiana
$3.97M +$102K +174 +3%
FCBT
299
First Citizens Bank & Trust
North Carolina
$3.95M +$102K +174 +3%
CPSAC
300
Chas P. Smith & Associates (CPS)
Florida
$3.93M -$593K -1,010 -13%