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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
AL
451
Aspiriant LLC
California
$1.92M
HFRG
452
Houlihan Financial Resource Group
Virginia
$1.91M
MF
453
Meridian Financial
Massachusetts
$1.9M
GSWM
454
Golden State Wealth Management
California
$1.89M
GP
455
Gridiron Partners
Pennsylvania
$1.89M
IAN
456
Integrated Advisors Network
Texas
$1.88M
G
457
GenTrust
Florida
$1.88M
KLI
458
Kelman-Lazarov Inc
Tennessee
$1.86M
MCWS
459
McKinley Carter Wealth Services
West Virginia
$1.85M
FF
460
Farrow Financial
Vermont
$1.84M
HIS
461
Harvest Investment Services
Illinois
$1.84M
VA
462
Valmark Advisers
Ohio
$1.84M
AWF
463
Alpha Wealth Funds
Utah
$1.8M
TFGT
464
TS Financial Group (TSFG)
Illinois
$1.76M
FMTC
465
Farmers & Merchants Trust Company
California
$1.76M
NB
466
Northwest Bancshares
Pennsylvania
$1.76M
TIA
467
Tiemann Investment Advisors
California
$1.75M
PSIWM
468
Paradigm Strategies in Wealth Management
Minnesota
$1.74M
RFC
469
Regions Financial Corp
Alabama
$1.73M
SW
470
SlateStone Wealth
Florida
$1.72M
AG
471
AlTi Global
New York
$1.7M
OWP
472
Obermeyer Wealth Partners
Colorado
$1.69M
EFG
473
Embree Financial Group
Illinois
$1.68M
FA
474
Fiducient Advisors
Illinois
$1.68M
FMWA
475
Forvis Mazars Wealth Advisors
Missouri
$1.68M