MDY icon

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
SIC
376
Shoker Investment Counsel
Ohio
$2.75M
CWM
377
Connecticut Wealth Management
Connecticut
$2.74M
LWM
378
Lionsbridge Wealth Management
Florida
$2.73M
WC
379
Weil Company
California
$2.72M
EPA
380
Element Pointe Advisors
Florida
$2.71M
WAG
381
Winthrop Advisory Group
Massachusetts
$2.7M
GHAM
382
Gilman Hill Asset Management
Connecticut
$2.68M
SWP
383
Stratos Wealth Partners
Ohio
$2.68M
WCM
384
WealthBridge Capital Management
Ohio
$2.66M
PCIA
385
Prime Capital Investment Advisors
Kansas
$2.66M
VC
386
Veracity Capital
Georgia
$2.63M
HVIA
387
Hudson Valley Investment Advisors
New York
$2.62M
LWCFA
388
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.6M
SGCA
389
Steel Grove Capital Advisors
Tennessee
$2.59M
NGA
390
Naples Global Advisors
Florida
$2.59M
IAIM
391
International Assets Investment Management
Florida
$2.55M
SIC
392
Salem Investment Counselors
North Carolina
$2.54M
SFMG
393
Sage Financial Management Group
Virginia
$2.53M
WIC
394
Whitegate Investment Counselors
New Hampshire
$2.5M
RW
395
RVW Wealth
California
$2.49M
SIAP
396
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.47M
BWFA
397
Baltimore-Washington Financial Advisors
Maryland
$2.47M
NP
398
NorthRock Partners
Minnesota
$2.45M
BCM
399
Becker Capital Management
Oregon
$2.45M
CC
400
Courier Capital
New York
$2.4M