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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
SWP
451
Summit Wealth Partners
Florida
$1.93M -$23.5K -40 -1%
AL
452
Aspiriant LLC
California
$1.92M
HFRG
453
Houlihan Financial Resource Group
Virginia
$1.91M -$2.21M -3,758 -54%
MF
454
Meridian Financial
Massachusetts
$1.9M -$33.5K -57 -2%
GSWM
455
Golden State Wealth Management
California
$1.89M -$535K -911 -22%
GP
456
Gridiron Partners
Pennsylvania
$1.89M +$178M +302,438 +9,559%
IAN
457
Integrated Advisors Network
Texas
$1.88M -$120K -205 -6%
G
458
GenTrust
Florida
$1.88M -$15.3K -26 -0.8%
KLI
459
Kelman-Lazarov Inc
Tennessee
$1.86M +$33.5K +57 +2%
MCWS
460
McKinley Carter Wealth Services
West Virginia
$1.85M -$23.5K -40 -1%
FF
461
Farrow Financial
Vermont
$1.84M -$11.2K -19 -0.6%
HIS
462
Harvest Investment Services
Illinois
$1.84M -$42.3K -72 -2%
VA
463
Valmark Advisers
Ohio
$1.84M +$229K +391 +15%
AWF
464
Alpha Wealth Funds
Utah
$1.8M -$396K -674 -18%
TFGT
465
TS Financial Group (TSFG)
Illinois
$1.76M -$163K -278 -9%
FMTC
466
Farmers & Merchants Trust Company
California
$1.76M
NB
467
Northwest Bancshares
Pennsylvania
$1.76M -$175K -299 -9%
TIA
468
Tiemann Investment Advisors
California
$1.75M +$3.52K +6 +0.2%
PSIWM
469
Paradigm Strategies in Wealth Management
Minnesota
$1.74M -$1.17K -2 -0.1%
RFC
470
Regions Financial Corp
Alabama
$1.73M
SW
471
SlateStone Wealth
Florida
$1.72M -$58.7K -100 -3%
AG
472
AlTi Global
New York
$1.7M
OWP
473
Obermeyer Wealth Partners
Colorado
$1.69M +$513K +874 +44%
EFG
474
Embree Financial Group
Illinois
$1.68M -$168K -286 -9%
FA
475
Fiducient Advisors
Illinois
$1.68M +$32.3K +55 +2%