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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
BA
301
Bristlecone Advisors
Washington
$3.89M
OIA
302
OneDigital Investment Advisors
Kansas
$3.86M
SWM
303
Segment Wealth Management
Texas
$3.84M
VFG
304
Victory Financial Group
Texas
$3.83M
B
305
Bailard
California
$3.8M
TIP
306
Tandem Investment Partners
New Jersey
$3.76M
CRIG
307
Charter Research & Investment Group
Connecticut
$3.72M
PIM
308
Penobscot Investment Management
Massachusetts
$3.71M
WC
309
Woodstock Corp
Massachusetts
$3.71M
ASN
310
Advisory Services Network
Georgia
$3.71M
EW
311
Elyxium Wealth
California
$3.7M
CBT
312
Crews Bank & Trust
Florida
$3.69M
Bank of Nova Scotia
313
Bank of Nova Scotia
Ontario, Canada
$3.69M
FT
314
Fiduciary Trust
Massachusetts
$3.66M
CPA
315
Clear Point Advisors
New York
$3.64M
CIBC World Market
316
CIBC World Market
Ontario, Canada
$3.63M
AI
317
Atria Investments
North Carolina
$3.61M
SL
318
Salomon & Ludwin
Virginia
$3.59M
MAA
319
Matrix Asset Advisors
New York
$3.56M
AGAM
320
Audent Global Asset Management
California
$3.56M
BCI
321
Brinker Capital Investments
Pennsylvania
$3.55M
MIC
322
Means Investment Company
Maine
$3.55M
PWP
323
Precedent Wealth Partners
Texas
$3.55M
WSFS
324
Wilmington Savings Fund Society
Delaware
$3.47M
CL
325
Choreo LLC
Illinois
$3.47M