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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
EFG
476
Embree Financial Group
Illinois
$1.72M
OWP
477
Obermeyer Wealth Partners
Colorado
$1.71M
SWM
478
SK Wealth Management
Rhode Island
$1.71M
FA
479
Fiducient Advisors
Illinois
$1.7M
FFN
480
Focus Financial Network
Minnesota
$1.69M
TFGT
481
TS Financial Group (TSFG)
Illinois
$1.68M
HR
482
Hardy Reed
Mississippi
$1.67M
FMWA
483
Forvis Mazars Wealth Advisors
Missouri
$1.67M
SWA
484
Stratos Wealth Advisors
Ohio
$1.66M
CFC
485
Coyle Financial Counsel
Illinois
$1.66M
HAC
486
Harbor Advisory Corp
New Hampshire
$1.65M
EFA
487
Edge Financial Advisors
Illinois
$1.65M
PPA
488
Pacific Point Advisors
California
$1.65M
B
489
Bedminster
South Carolina
$1.65M
MEG
490
Millstone Evans Group
Colorado
$1.64M
GAM
491
GEM Asset Management
Michigan
$1.64M
EFS
492
Essex Financial Services
Connecticut
$1.63M
MLL
493
Moody Lynn & Lieberson
Massachusetts
$1.63M
MHIC
494
Marble Harbor Investment Counsel
Massachusetts
$1.63M
GKIM
495
GW&K Investment Management
Massachusetts
$1.6M
BFS
496
Bradley Foster & Sargent
Connecticut
$1.58M
ATI
497
ARK & TLK Investments
Oklahoma
$1.58M
PIMG
498
Patriot Investment Management Group
Tennessee
$1.57M
ZF
499
Zhang Financial
Michigan
$1.56M
SB
500
Semitam Bonam
New York
$1.56M