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State Street SPDR S&P MIDCAP 400 ETF Trust

1,401 hedge funds and large institutions have $15.4B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 353 increasing their positions, 486 reducing their positions, and 55 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: $ → $

0.62% less ownership

Funds ownership: 63.65%63.02% (-0.62%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 486

Holders
1,401
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
NAM
276
NorthCrest Asset Manangement
Minnesota
$4.63M
PWM
277
Perigon Wealth Management
California
$4.61M
WJWM
278
Williams Jones Wealth Management
New York
$4.59M
NA
279
NewEdge Advisors
Louisiana
$4.57M
CPSAC
280
Chas P. Smith & Associates (CPS)
Florida
$4.57M
KFP
281
KMG Fiduciary Partners
Ohio
$4.56M
BPA
282
Beacon Pointe Advisors
California
$4.53M
EK
283
Evensky & Katz
Florida
$4.53M
BCG
284
Breakwater Capital Group
New Jersey
$4.53M
SCG
285
Sonata Capital Group
Washington
$4.49M
FCP
286
Fidelis Capital Partners
Florida
$4.43M
MFG
287
Midwest Financial Group
Kansas
$4.42M
KeyBank National Association
288
KeyBank National Association
Ohio
$4.42M
YCM
289
Yousif Capital Management
Michigan
$4.4M
JFG
290
JMG Financial Group
Illinois
$4.25M
USCWA
291
U.S. Capital Wealth Advisors
Texas
$4.22M
FTWA
292
Fifth Third Wealth Advisors
Ohio
$4.18M
MFA
293
Mayflower Financial Advisors
Massachusetts
$4.18M
BP
294
Ballentine Partners
Massachusetts
$4.11M
RMDI
295
R.M. Davis Inc
Maine
$4.11M
HFRG
296
Houlihan Financial Resource Group
Virginia
$4.08M
MGIA
297
Moneta Group Investment Advisors
Missouri
$4.05M
BFWA
298
Benchmark Financial Wealth Advisors
Florida
$4.04M
SWP
299
Sagespring Wealth Partners
Tennessee
$3.98M
Bank of Nova Scotia
300
Bank of Nova Scotia
Ontario, Canada
$3.93M