MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

1,418 hedge funds and large institutions have $15.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 355 increasing their positions, 488 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: $ → $

0.09% more ownership

Funds ownership: 63.63%63.72% (+0.09%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 488

Holders
1,418
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
IFPG
276
Intrepid Financial Planning Group
Indiana
$4.65M
ABC
277
Associated Banc-Corp
Wisconsin
$4.63M
NAM
278
NorthCrest Asset Manangement
Minnesota
$4.63M
PWM
279
Perigon Wealth Management
California
$4.61M
WJWM
280
Williams Jones Wealth Management
New York
$4.59M
NA
281
NewEdge Advisors
Louisiana
$4.57M
CPSAC
282
Chas P. Smith & Associates (CPS)
Florida
$4.57M
KFP
283
KMG Fiduciary Partners
Ohio
$4.56M
BPA
284
Beacon Pointe Advisors
California
$4.53M
EK
285
Evensky & Katz
Florida
$4.53M
BCG
286
Breakwater Capital Group
New Jersey
$4.53M
SCG
287
Sonata Capital Group
Washington
$4.49M
FCP
288
Fidelis Capital Partners
Florida
$4.43M
MFG
289
Midwest Financial Group
Kansas
$4.42M
KeyBank National Association
290
KeyBank National Association
Ohio
$4.42M
YCM
291
Yousif Capital Management
Michigan
$4.4M
JFG
292
JMG Financial Group
Illinois
$4.25M
USCWA
293
U.S. Capital Wealth Advisors
Texas
$4.22M
FTWA
294
Fifth Third Wealth Advisors
Ohio
$4.18M
MFA
295
Mayflower Financial Advisors
Massachusetts
$4.18M
BP
296
Ballentine Partners
Massachusetts
$4.11M
RMDI
297
R.M. Davis Inc
Maine
$4.11M
HFRG
298
Houlihan Financial Resource Group
Virginia
$4.08M
MGIA
299
Moneta Group Investment Advisors
Missouri
$4.05M
BFWA
300
Benchmark Financial Wealth Advisors
Florida
$4.04M