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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
CWM
376
Connecticut Wealth Management
Connecticut
$2.71M
JFGIW
377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.7M
LWCFA
378
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.69M
EPA
379
Element Pointe Advisors
Florida
$2.69M
WAG
380
Winthrop Advisory Group
Massachusetts
$2.68M
WCM
381
WealthBridge Capital Management
Ohio
$2.66M
Balyasny Asset Management
382
Balyasny Asset Management
Illinois
$2.65M
DTC
383
Davidson Trust Company
Washington
$2.64M
NGA
384
Naples Global Advisors
Florida
$2.62M
VC
385
Veracity Capital
Georgia
$2.6M
HVIA
386
Hudson Valley Investment Advisors
New York
$2.6M
LWA
387
Lowe Wealth Advisors
Maryland
$2.59M
BWFA
388
Baltimore-Washington Financial Advisors
Maryland
$2.58M
SFMG
389
Sage Financial Management Group
Virginia
$2.57M
PCIA
390
Prime Capital Investment Advisors
Kansas
$2.57M
SGCA
391
Steel Grove Capital Advisors
Tennessee
$2.57M
SWP
392
Stratos Wealth Partners
Ohio
$2.57M
SIAP
393
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.56M
SIC
394
Salem Investment Counselors
North Carolina
$2.51M
RW
395
RVW Wealth
California
$2.5M
Walleye Capital
396
Walleye Capital
New York
$2.49M
WIC
397
Whitegate Investment Counselors
New Hampshire
$2.47M
CWMK
398
Caliber Wealth Management (Kansas)
Kansas
$2.44M
SJIM
399
St. Johns Investment Management
Florida
$2.43M
BCM
400
Becker Capital Management
Oregon
$2.42M