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State Street SPDR S&P MIDCAP 400 ETF Trust

1,430 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 149 funds opening new positions, 356 increasing their positions, 492 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: 63.84%63.99% (+0.15%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

28% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 492

Holders
1,430
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
IA
376
IFG Advisory
Georgia
$2.75M
WPA
377
West Paces Advisors
Georgia
$2.75M
SIC
378
Shoker Investment Counsel
Ohio
$2.75M
CWM
379
Connecticut Wealth Management
Connecticut
$2.74M
LWM
380
Lionsbridge Wealth Management
Florida
$2.73M
WC
381
Weil Company
California
$2.72M
EPA
382
Element Pointe Advisors
Florida
$2.71M
WAG
383
Winthrop Advisory Group
Massachusetts
$2.7M
GHAM
384
Gilman Hill Asset Management
Connecticut
$2.68M
SWP
385
Stratos Wealth Partners
Ohio
$2.68M
WCM
386
WealthBridge Capital Management
Ohio
$2.66M
PCIA
387
Prime Capital Investment Advisors
Kansas
$2.66M
VC
388
Veracity Capital
Georgia
$2.63M
HVIA
389
Hudson Valley Investment Advisors
New York
$2.62M
LWCFA
390
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.6M
SGCA
391
Steel Grove Capital Advisors
Tennessee
$2.59M
NGA
392
Naples Global Advisors
Florida
$2.59M
IAIM
393
International Assets Investment Management
Florida
$2.55M
SIC
394
Salem Investment Counselors
North Carolina
$2.54M
SFMG
395
Sage Financial Management Group
Virginia
$2.53M
WIC
396
Whitegate Investment Counselors
New Hampshire
$2.5M
RW
397
RVW Wealth
California
$2.49M
SIAP
398
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.47M
BWFA
399
Baltimore-Washington Financial Advisors
Maryland
$2.47M
NP
400
NorthRock Partners
Minnesota
$2.45M