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SPDR S&P MidCap 400 ETF Trust

1,349 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 351 increasing their positions, 479 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1.11% more ownership

Funds ownership: 62.53%63.64% (+1.1%)

1% more funds holding

Funds holding: 1,3381,349 (+11)

27% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 479

Holders
1,349
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$499M
Puts
$305M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Perigon Wealth Management
California
$4.54M
BlackRock
277
BlackRock
New York
$4.54M
KFP
278
KMG Fiduciary Partners
Ohio
$4.5M
SCG
279
Sonata Capital Group
Washington
$4.46M
EK
280
Evensky & Katz
Florida
$4.45M
FCP
281
Fidelis Capital Partners
Florida
$4.38M
NAM
282
NorthCrest Asset Manangement
Minnesota
$4.32M
KeyBank National Association
283
KeyBank National Association
Ohio
$4.32M
JWCA
284
J.W. Cole Advisors
Florida
$4.32M
Qube Research & Technologies (QRT)
285
Qube Research & Technologies (QRT)
United Kingdom
$4.24M
JFG
286
JMG Financial Group
Illinois
$4.2M
NAS
287
Nicolet Advisory Services
Wisconsin
$4.2M
USCWA
288
U.S. Capital Wealth Advisors
Texas
$4.19M
PA
289
PFG Advisors
Arizona
$4.16M
EH
290
Equitable Holdings
New York
$4.15M
SWP
291
Sagespring Wealth Partners
Tennessee
$4.13M
RMDI
292
R.M. Davis Inc
Maine
$4.13M
FTWA
293
Fifth Third Wealth Advisors
Ohio
$4.13M
BFWA
294
Benchmark Financial Wealth Advisors
Florida
$4.12M
BP
295
Ballentine Partners
Massachusetts
$4.06M
NCFG
296
New Century Financial Group
New Jersey
$4.01M
NA
297
NewEdge Advisors
Louisiana
$3.97M
FCBT
298
First Citizens Bank & Trust
North Carolina
$3.95M
CPSAC
299
Chas P. Smith & Associates (CPS)
Florida
$3.93M
GEA
300
Glen Eagle Advisors
New Jersey
$3.91M