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State Street SPDR S&P MIDCAP 400 ETF Trust

1,425 hedge funds and large institutions have $15.6B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 356 increasing their positions, 491 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: $ → $

0.15% more ownership

Funds ownership: 63.65%63.8% (+0.15%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 491

Holders
1,425
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
CWMK
451
Caliber Wealth Management (Kansas)
Kansas
$1.97M
AG
452
AlTi Global
New York
$1.97M
GAM
453
Gould Asset Management
California
$1.96M
IAN
454
Integrated Advisors Network
Texas
$1.94M
GCM
455
Gambit Capital Management
Tennessee
$1.93M
GP
456
Gridiron Partners
Pennsylvania
$1.91M
VA
457
Valmark Advisers
Ohio
$1.89M
AL
458
Aspiriant LLC
California
$1.88M
MF
459
Meridian Financial
Massachusetts
$1.88M
MCWS
460
McKinley Carter Wealth Services
West Virginia
$1.88M
SCM
461
Sollinda Capital Management
Florida
$1.87M
KLI
462
Kelman-Lazarov Inc
Tennessee
$1.86M
JKA
463
Jones Kertz & Associates
Minnesota
$1.86M
AWF
464
Alpha Wealth Funds
Utah
$1.83M
BEC
465
Blue Edge Capital
Virginia
$1.8M
IF
466
Intrua Financial
Texas
$1.79M
FMTC
467
Farmers & Merchants Trust Company
California
$1.78M
TIA
468
Tiemann Investment Advisors
California
$1.77M
PSIWM
469
Paradigm Strategies in Wealth Management
Minnesota
$1.77M
BCA
470
Bitterroot Capital Advisors
Montana
$1.77M
NB
471
Northwest Bancshares
Pennsylvania
$1.76M
RFC
472
Regions Financial Corp
Alabama
$1.75M
HIS
473
Harvest Investment Services
Illinois
$1.75M
SW
474
SlateStone Wealth
Florida
$1.74M
G
475
GenTrust
Florida
$1.74M