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State Street SPDR S&P MIDCAP 400 ETF Trust

1,363 hedge funds and large institutions have $15B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 355 increasing their positions, 482 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 45

64% more call options, than puts

Call options by funds: $499M | Put options by funds: $305M

6% more capital invested

Capital invested by funds: $14.2B → $15B (+$837M)

2% more funds holding in top 10

Funds holding in top 10: 5758 (+1)

1% more funds holding

Funds holding: 1,3461,363 (+17)

1.12% more ownership

Funds ownership: 62.73%63.84% (+1.1%)

26% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 482

Holders
1,363
Holders Change
+17
Holders Change %
+1.26%
% of All Funds
17.89%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.76%
New
87
Increased
355
Reduced
482
Closed
45
Calls
$499M
Puts
$305M
Net Calls
+$194M
Net Calls Change
+$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
351
Envestnet Portfolio Solutions
Illinois
$3.05M +$22.3K +38 +0.7%
CT
352
Coastline Trust
Rhode Island
$3.02M -$11.7K -20 -0.4%
ST
353
Spinnaker Trust
Maine
$3.01M
SPC
354
Sigma Planning Corp
Michigan
$2.99M -$15.3K -26 -0.5%
PAM
355
Pegasus Asset Management
New York
$2.97M
TWC
356
TD Waterhouse Canada
Ontario, Canada
$2.96M +$154K +262 +6%
SIC
357
Shoker Investment Counsel
Ohio
$2.96M +$5.28K +9 +0.2%
Vanguard Group
358
Vanguard Group
Pennsylvania
$2.94M +$5.87K +10 +0.2%
SFS
359
Sowell Financial Services
Arkansas
$2.92M -$148K -253 -5%
SCA
360
Snowden Capital Advisors
New York
$2.9M -$350K -596 -11%
NAMP
361
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.87M
Simplex Trading
362
Simplex Trading
Illinois
$2.86M +$1.89M +3,213 +202%
IBOK
363
Independence Bank of Kentucky
Kentucky
$2.85M
WB
364
WesBanco Bank
West Virginia
$2.85M -$39.3K -67 -1%
CAGAS
365
Capital Advisory Group Advisory Services
Minnesota
$2.85M -$167K -284 -6%
MWM
366
Meridian Wealth Management
Kentucky
$2.84M +$207K +353 +8%
AMG
367
Asset Management Group
Connecticut
$2.83M +$8.22K +14 +0.3%
WC
368
Weil Company
California
$2.83M -$50.5K -86 -2%
CS
369
Crescent Sterling
Louisiana
$2.83M +$154K +262 +6%
NEPWA
370
New England Private Wealth Advisors
Massachusetts
$2.81M +$587 +1 +0%
KPWS
371
Kestra Private Wealth Services
Texas
$2.81M +$305K +519 +12%
IA
372
IFG Advisory
Georgia
$2.81M -$29.9K -51 -1%
GSIAS
373
Garden State Investment Advisory Services
New Jersey
$2.76M -$336K -572 -11%
DT
374
Diversified Trust
Tennessee
$2.75M +$127K +216 +5%
WPA
375
West Paces Advisors
Georgia
$2.72M