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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
GHAM
376
Gilman Hill Asset Management
Connecticut
$2.71M -$296K -504 -10%
CWM
377
Connecticut Wealth Management
Connecticut
$2.71M -$17K -29 -0.6%
JFGIW
378
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.7M -$9.39K -16 -0.4%
LWCFA
379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.69M -$294K -501 -10%
EPA
380
Element Pointe Advisors
Florida
$2.69M +$5.28K +9 +0.2%
WAG
381
Winthrop Advisory Group
Massachusetts
$2.68M -$49.9K -85 -2%
WCM
382
WealthBridge Capital Management
Ohio
$2.66M +$151K +258 +6%
Balyasny Asset Management
383
Balyasny Asset Management
Illinois
$2.65M -$3.34M -5,686 -56%
DTC
384
Davidson Trust Company
Washington
$2.64M -$2.94K -5 -0.1%
NGA
385
Naples Global Advisors
Florida
$2.62M
VC
386
Veracity Capital
Georgia
$2.6M
HVIA
387
Hudson Valley Investment Advisors
New York
$2.6M +$21.1K +36 +0.8%
LWA
388
Lowe Wealth Advisors
Maryland
$2.59M +$9.39K +16 +0.4%
BWFA
389
Baltimore-Washington Financial Advisors
Maryland
$2.58M -$86.3K -147 -3%
SFMG
390
Sage Financial Management Group
Virginia
$2.57M -$23.5K -40 -0.9%
PCIA
391
Prime Capital Investment Advisors
Kansas
$2.57M -$44.6K -76 -2%
SGCA
392
Steel Grove Capital Advisors
Tennessee
$2.57M
SWP
393
Stratos Wealth Partners
Ohio
$2.57M -$23.5K -40 -0.9%
SIAP
394
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.56M -$2.94K -5 -0.1%
SIC
395
Salem Investment Counselors
North Carolina
$2.51M
RW
396
RVW Wealth
California
$2.5M +$26.4K +45 +1%
Walleye Capital
397
Walleye Capital
New York
$2.49M +$2.13M +3,626 +648%
IFG
398
Independent Financial Group
California
$2.48M +$32.3K +55 +1%
WIC
399
Whitegate Investment Counselors
New Hampshire
$2.47M
CWMK
400
Caliber Wealth Management (Kansas)
Kansas
$2.44M -$92.7K -158 -4%