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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
FMWA
476
Forvis Mazars Wealth Advisors
Missouri
$1.68M
EFA
477
Edge Financial Advisors
Illinois
$1.65M +$5.28K +9 +0.3%
HR
478
Hardy Reed
Mississippi
$1.65M
MEG
479
Millstone Evans Group
Colorado
$1.64M
SWA
480
Stratos Wealth Advisors
Ohio
$1.64M +$63.4K +108 +4%
HAC
481
Harbor Advisory Corp
New Hampshire
$1.63M
PPA
482
Pacific Point Advisors
California
$1.63M
CFC
483
Coyle Financial Counsel
Illinois
$1.63M +$136K +231 +9%
SWM
484
SK Wealth Management
Rhode Island
$1.62M +$5.28K +9 +0.3%
MLL
485
Moody Lynn & Lieberson
Massachusetts
$1.61M +$2.94K +5 +0.2%
XF
486
XML Financial
Maryland
$1.61M -$44.6K -76 -3%
MHIC
487
Marble Harbor Investment Counsel
Massachusetts
$1.61M
FFN
488
Focus Financial Network
Minnesota
$1.61M -$31.7K -54 -2%
CWM
489
Compass Wealth Management
Connecticut
$1.6M -$39.9K -68 -2%
CCC
490
Compass Capital Corp
Massachusetts
$1.59M
ATI
491
ARK & TLK Investments
Oklahoma
$1.59M
BFS
492
Bradley Foster & Sargent
Connecticut
$1.59M +$37K +63 +2%
TRCT
493
Tower Research Capital (TRC)
New York
$1.58M -$1.24M -2,109 -44%
DI
494
Disciplined Investments
Oklahoma
$1.57M +$3.52K +6 +0.2%
OSAM
495
O'Shaughnessy Asset Management
Connecticut
$1.57M +$388K +661 +33%
GAM
496
GEM Asset Management
Michigan
$1.56M
EFS
497
Essex Financial Services
Connecticut
$1.56M -$2.94K -5 -0.2%
MOS
498
MGO One Seven
Ohio
$1.55M +$205K +350 +16%
Neuberger Berman Group
499
Neuberger Berman Group
New York
$1.55M +$99.8K +170 +7%
SB
500
Semitam Bonam
New York
$1.54M -$17K -29 -1%