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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
DAS
501
Dynamic Advisor Solutions
Arizona
$1.52M
AWM
502
Axxcess Wealth Management
California
$1.52M
SYBT
503
Stock Yards Bank & Trust
Kentucky
$1.52M
EW
504
Element Wealth
Mississippi
$1.51M
PTC
505
Private Trust Company
Ohio
$1.51M
PWM
506
Peterson Wealth Management
Nevada
$1.5M
UWPG
507
Ullmann Wealth Partners Group
Florida
$1.49M
FNWM
508
Financial Network Wealth Management
Utah
$1.49M
STA
509
Summit Trail Advisors
New York
$1.48M
ZBNA
510
Zions Bancorporation, National Association
Utah
$1.47M
ET
511
Equitable Trust
Tennessee
$1.47M
CSP
512
Cary Street Partners
Virginia
$1.47M
TCM
513
Triumph Capital Management
Colorado
$1.47M
ZF
514
Zhang Financial
Michigan
$1.46M
AI
515
Accredited Investors
Minnesota
$1.46M
OPCM
516
Osborne Partners Capital Management
California
$1.44M
CAM
517
Cozad Asset Management
Illinois
$1.43M
MBT
518
Montecito Bank & Trust
California
$1.43M
GAG
519
GM Advisory Group
New York
$1.43M
SI
520
Saxon Interests
Texas
$1.42M
MC
521
Middleton & Co
Massachusetts
$1.41M
VAM
522
Virtue Asset Management
Illinois
$1.41M
BFA
523
Beaumont Financial Advisors
Massachusetts
$1.41M
BBWP
524
Beacon Bridge Wealth Partners
Pennsylvania
$1.4M
Thrivent Financial for Lutherans
525
Thrivent Financial for Lutherans
Minnesota
$1.39M