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State Street SPDR S&P MIDCAP 400 ETF Trust

1,425 hedge funds and large institutions have $15.6B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 356 increasing their positions, 491 reducing their positions, and 56 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.15% more ownership

Funds ownership: 63.65%63.8% (+0.15%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 491

Holders
1,425
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$682M
Puts
$325M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
276
Prospera Financial Services
Texas
$4.75M
IFPG
277
Intrepid Financial Planning Group
Indiana
$4.65M
ABC
278
Associated Banc-Corp
Wisconsin
$4.63M
NAM
279
NorthCrest Asset Manangement
Minnesota
$4.63M
PWM
280
Perigon Wealth Management
California
$4.61M
WJWM
281
Williams Jones Wealth Management
New York
$4.59M
NA
282
NewEdge Advisors
Louisiana
$4.57M
CPSAC
283
Chas P. Smith & Associates (CPS)
Florida
$4.57M
KFP
284
KMG Fiduciary Partners
Ohio
$4.56M
BPA
285
Beacon Pointe Advisors
California
$4.53M
EK
286
Evensky & Katz
Florida
$4.53M
BCG
287
Breakwater Capital Group
New Jersey
$4.53M
SCG
288
Sonata Capital Group
Washington
$4.49M
FCP
289
Fidelis Capital Partners
Florida
$4.43M
MFG
290
Midwest Financial Group
Kansas
$4.42M
KeyBank National Association
291
KeyBank National Association
Ohio
$4.42M
YCM
292
Yousif Capital Management
Michigan
$4.4M
JFG
293
JMG Financial Group
Illinois
$4.25M
USCWA
294
U.S. Capital Wealth Advisors
Texas
$4.22M
FTWA
295
Fifth Third Wealth Advisors
Ohio
$4.18M
MFA
296
Mayflower Financial Advisors
Massachusetts
$4.18M
BP
297
Ballentine Partners
Massachusetts
$4.11M
RMDI
298
R.M. Davis Inc
Maine
$4.11M
HFRG
299
Houlihan Financial Resource Group
Virginia
$4.08M
MGIA
300
Moneta Group Investment Advisors
Missouri
$4.05M