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State Street SPDR S&P MIDCAP 400 ETF Trust

1,418 hedge funds and large institutions have $15.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 355 increasing their positions, 488 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: $ → $

0.09% more ownership

Funds ownership: 63.63%63.72% (+0.09%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 488

Holders
1,418
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
Deutsche Bank
501
Deutsche Bank
Germany
$1.55M
HWA
502
Heritage Wealth Advisors
Virginia
$1.54M
KWA
503
Kingswood Wealth Advisors
California
$1.54M
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$1.54M
MOS
505
MGO One Seven
Ohio
$1.54M
Neuberger Berman Group
506
Neuberger Berman Group
New York
$1.53M
SYBT
507
Stock Yards Bank & Trust
Kentucky
$1.52M
MB
508
MidFirst Bank
Oklahoma
$1.52M
CSP
509
Cary Street Partners
Virginia
$1.52M
FNWM
510
Financial Network Wealth Management
Utah
$1.51M
PWM
511
Peterson Wealth Management
Nevada
$1.5M
ZBNA
512
Zions Bancorporation, National Association
Utah
$1.49M
DI
513
Disciplined Investments
Oklahoma
$1.49M
KWM
514
Kingsview Wealth Management
Oregon
$1.49M
ET
515
Equitable Trust
Tennessee
$1.49M
TCBWMS
516
Texas Capital Bank Wealth Management Services
Texas
$1.49M
UWPG
517
Ullmann Wealth Partners Group
Florida
$1.49M
TWM
518
TopTier Wealth Management
Wisconsin
$1.48M
AI
519
Accredited Investors
Minnesota
$1.47M
EW
520
Element Wealth
Mississippi
$1.47M
PWA
521
Pitcairn Wealth Advisors
Pennsylvania
$1.47M
PTC
522
Private Trust Company
Ohio
$1.47M
TCM
523
Triumph Capital Management
Colorado
$1.46M
GSWM
524
Golden State Wealth Management
California
$1.45M
CAM
525
Cozad Asset Management
Illinois
$1.45M