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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
IAG
426
Investment Advisory Group
Massachusetts
$2.19M
LAM
427
Lewis Asset Management
California
$2.18M
FF
428
Finley Financial
Nevada
$2.17M
EW
429
Evoke Wealth
California
$2.17M
ZIC
430
ZWJ Investment Counsel
Georgia
$2.15M
NP
431
NorthRock Partners
Minnesota
$2.15M
TPI
432
Trust Point Inc
Wisconsin
$2.14M
RSS
433
Rosenblum Silverman Sutton
California
$2.13M
OSNBOA
434
Old Second National Bank of Aurora
Illinois
$2.13M
BFC
435
Blue Fin Capital
Rhode Island
$2.11M
1IA
436
1834 Investment Advisors
Wisconsin
$2.1M
SC
437
Scotia Capital
Ontario, Canada
$2.1M
GRP
438
Global Retirement Partners
California
$2.1M
RDWM
439
Red Door Wealth Management
Tennessee
$2.09M
MSAM
440
Moloney Securities Asset Management
Missouri
$2.09M
SL
441
Sentinus LLC
Illinois
$2.07M
GCP
442
GSA Capital Partners
United Kingdom
$2.07M
TWM
443
Topsail Wealth Management
North Carolina
$2.06M
FCH
444
Freestone Capital Holdings
Washington
$2.03M
SWGC
445
Summit Wealth Group (Colorado)
Colorado
$2M
FFA
446
Farther Finance Advisors
California
$1.97M
CFA
447
CWS Financial Advisors
Michigan
$1.97M
AIP
448
ARS Investment Partners
New York
$1.96M
GAM
449
Gould Asset Management
California
$1.96M
SWP
450
Summit Wealth Partners
Florida
$1.93M