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