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State Street SPDR S&P MIDCAP 400 ETF Trust

1,356 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, 353 increasing their positions, 481 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% more funds holding

Funds holding: 1,3401,356 (+16)

1.11% more ownership

Funds ownership: 62.53%63.65% (+1.1%)

27% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 481

Holders
1,356
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
HFRG
451
Houlihan Financial Resource Group
Virginia
$1.91M
MF
452
Meridian Financial
Massachusetts
$1.9M
GSWM
453
Golden State Wealth Management
California
$1.89M
GP
454
Gridiron Partners
Pennsylvania
$1.89M
IAN
455
Integrated Advisors Network
Texas
$1.88M
G
456
GenTrust
Florida
$1.88M
KLI
457
Kelman-Lazarov Inc
Tennessee
$1.86M
MCWS
458
McKinley Carter Wealth Services
West Virginia
$1.85M
FF
459
Farrow Financial
Vermont
$1.84M
HIS
460
Harvest Investment Services
Illinois
$1.84M
VA
461
Valmark Advisers
Ohio
$1.84M
AWF
462
Alpha Wealth Funds
Utah
$1.8M
TFGT
463
TS Financial Group (TSFG)
Illinois
$1.76M
FMTC
464
Farmers & Merchants Trust Company
California
$1.76M
NB
465
Northwest Bancshares
Pennsylvania
$1.76M
TIA
466
Tiemann Investment Advisors
California
$1.75M
PSIWM
467
Paradigm Strategies in Wealth Management
Minnesota
$1.74M
RFC
468
Regions Financial Corp
Alabama
$1.73M
SW
469
SlateStone Wealth
Florida
$1.72M
AG
470
AlTi Global
New York
$1.7M
OWP
471
Obermeyer Wealth Partners
Colorado
$1.69M
EFG
472
Embree Financial Group
Illinois
$1.68M
FA
473
Fiducient Advisors
Illinois
$1.68M
FMWA
474
Forvis Mazars Wealth Advisors
Missouri
$1.68M
EFA
475
Edge Financial Advisors
Illinois
$1.65M