We are live on ! Find out more
MDY icon

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
SJIM
401
St. Johns Investment Management
Florida
$2.43M -$3.52K -6 -0.1%
BCM
402
Becker Capital Management
Oregon
$2.42M +$411K +700 +21%
CC
403
Courier Capital
New York
$2.39M -$1.76K -3 -0.1%
BM
404
Berman McAleer
Maryland
$2.38M +$2.34M +3,990 New
TPW
405
Transatlantique Private Wealth
New York
$2.36M
BFG
406
Baron Financial Group
New Jersey
$2.36M -$28.8K -49 -1%
KFGK
407
Keystone Financial Group (Kentucky)
Kentucky
$2.35M -$1.45M -2,468 -38%
LC
408
Lavaca Capital
Texas
$2.35M -$151K -258 -6%
FLP
409
Financial Life Planners
Arizona
$2.33M -$72.8K -124 -3%
PAS
410
PKS Advisory Services
New York
$2.33M -$110K -188 -5%
LA
411
LM Advisors
California
$2.32M +$610K +1,040 +37%
CA
412
Cambridge Advisors
Nebraska
$2.32M
CIAS
413
Capital Investment Advisory Services
North Carolina
$2.32M -$42.8K -73 -2%
HH
414
Hilltop Holdings
Texas
$2.3M -$18.8K -32 -0.8%
IAIM
415
International Assets Investment Management
Florida
$2.29M
CG
416
Caprock Group
Idaho
$2.28M +$2.25M +3,830 New
WIC
417
Woodmont Investment Counsel
Tennessee
$2.26M -$201K -342 -8%
RWP
418
Revolve Wealth Partners
New Jersey
$2.26M +$4.7K +8 +0.2%
RWP
419
RWA Wealth Partners
Massachusetts
$2.24M +$26.4K +45 +1%
IFS
420
Intelligent Financial Strategies
Minnesota
$2.24M
VWM
421
Venturi Wealth Management
Texas
$2.23M
CWM
422
ClientFirst Wealth Management
Arkansas
$2.23M
AIFAIM
423
American Institute for Advanced Investment Management
Arizona
$2.22M -$29.3K -50 -1%
ACM
424
Aster Capital Management
United Arab Emirates
$2.22M -$423K -721 -16%
PCM
425
Park Capital Management
Wisconsin
$2.21M