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SPDR S&P MidCap 400 ETF Trust

1,350 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: 1,3381,350 (+12)

27% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 479

Holders
1,350
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
CC
401
Courier Capital
New York
$2.39M
BM
402
Berman McAleer
Maryland
$2.38M
TPW
403
Transatlantique Private Wealth
New York
$2.36M
BFG
404
Baron Financial Group
New Jersey
$2.36M
KFGK
405
Keystone Financial Group (Kentucky)
Kentucky
$2.35M
LC
406
Lavaca Capital
Texas
$2.35M
FLP
407
Financial Life Planners
Arizona
$2.33M
PAS
408
PKS Advisory Services
New York
$2.33M
LA
409
LM Advisors
California
$2.32M
CA
410
Cambridge Advisors
Nebraska
$2.32M
CIAS
411
Capital Investment Advisory Services
North Carolina
$2.32M
HH
412
Hilltop Holdings
Texas
$2.3M
IAIM
413
International Assets Investment Management
Florida
$2.29M
CG
414
Caprock Group
Idaho
$2.28M
WIC
415
Woodmont Investment Counsel
Tennessee
$2.26M
RWP
416
Revolve Wealth Partners
New Jersey
$2.26M
RWP
417
RWA Wealth Partners
Massachusetts
$2.24M
IFS
418
Intelligent Financial Strategies
Minnesota
$2.24M
VWM
419
Venturi Wealth Management
Texas
$2.23M
CWM
420
ClientFirst Wealth Management
Arkansas
$2.23M
AIFAIM
421
American Institute for Advanced Investment Management
Arizona
$2.22M
ACM
422
Aster Capital Management
United Arab Emirates
$2.22M
PCM
423
Park Capital Management
Wisconsin
$2.21M
TPCW
424
TD Private Client Wealth
New York
$2.2M
ATFA
425
All Terrain Financial Advisors
Minnesota
$2.19M