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State Street SPDR S&P MIDCAP 400 ETF Trust

1,425 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 148 funds opening new positions, 356 increasing their positions, 491 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: 63.65%63.8% (+0.15%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 491

Holders
1,425
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
IFG
401
Independent Financial Group
California
$2.42M
CC
402
Courier Capital
New York
$2.4M
SJIM
403
St. Johns Investment Management
Florida
$2.4M
TPW
404
Transatlantique Private Wealth
New York
$2.39M
BFG
405
Baron Financial Group
New Jersey
$2.38M
LC
406
Lavaca Capital
Texas
$2.38M
CA
407
Cambridge Advisors
Nebraska
$2.35M
FLP
408
Financial Life Planners
Arizona
$2.34M
RWP
409
RWA Wealth Partners
Massachusetts
$2.32M
PAS
410
PKS Advisory Services
New York
$2.31M
CG
411
Caprock Group
Idaho
$2.31M
PCM
412
Park Capital Management
Wisconsin
$2.31M
RWP
413
Revolve Wealth Partners
New Jersey
$2.28M
WIC
414
Woodmont Investment Counsel
Tennessee
$2.28M
DTC
415
Davidson Trust Company
Washington
$2.27M
WAP
416
Wealthcare Advisory Partners
Pennsylvania
$2.27M
EW
417
Expressive Wealth
Illinois
$2.27M
CIAS
418
Capital Investment Advisory Services
North Carolina
$2.27M
IFS
419
Intelligent Financial Strategies
Minnesota
$2.27M
ZIC
420
ZWJ Investment Counsel
Georgia
$2.26M
VWM
421
Venturi Wealth Management
Texas
$2.26M
IAG
422
Investment Advisory Group
Massachusetts
$2.26M
CWM
423
ClientFirst Wealth Management
Arkansas
$2.26M
SC
424
Scotia Capital
Ontario, Canada
$2.25M
AIFAIM
425
American Institute for Advanced Investment Management
Arizona
$2.24M