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