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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
BFWA
301
Benchmark Financial Wealth Advisors
Florida
$4.04M
SWP
302
Sagespring Wealth Partners
Tennessee
$3.98M
USB
303
Union Savings Bank
Connecticut
$3.97M
Bank of Nova Scotia
304
Bank of Nova Scotia
Ontario, Canada
$3.93M
FCBT
305
First Citizens Bank & Trust
North Carolina
$3.91M
KFGK
306
Keystone Financial Group (Kentucky)
Kentucky
$3.89M
ASN
307
Advisory Services Network
Georgia
$3.86M
TPCW
308
TD Private Client Wealth
New York
$3.85M
CRIG
309
Charter Research & Investment Group
Connecticut
$3.82M
GEA
310
Glen Eagle Advisors
New Jersey
$3.81M
SWM
311
Segment Wealth Management
Texas
$3.81M
OIA
312
OneDigital Investment Advisors
Kansas
$3.8M
PIM
313
Penobscot Investment Management
Massachusetts
$3.75M
EW
314
Elyxium Wealth
California
$3.74M
TIP
315
Tandem Investment Partners
New Jersey
$3.72M
UCFA
316
United Capital Financial Advisors
Texas
$3.69M
MAA
317
Matrix Asset Advisors
New York
$3.69M
BCI
318
Brinker Capital Investments
Pennsylvania
$3.65M
WC
319
Woodstock Corp
Massachusetts
$3.65M
CIBC World Market
320
CIBC World Market
Ontario, Canada
$3.65M
SL
321
Salomon & Ludwin
Virginia
$3.64M
B
322
Bailard
California
$3.63M
CBT
323
Crews Bank & Trust
Florida
$3.58M
FT
324
Fiduciary Trust
Massachusetts
$3.57M
CPA
325
Clear Point Advisors
New York
$3.56M