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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
SW
601
SVB Wealth
Massachusetts
$1.17M
GVAG
602
Great Valley Advisor Group
Delaware
$1.16M
SI
603
Stephens Inc
Arkansas
$1.16M
PVI
604
Pine Valley Investments
New Jersey
$1.16M
LWM
605
Lyell Wealth Management
California
$1.15M
Fiera Capital (Canada)
606
Fiera Capital (Canada)
Quebec, Canada
$1.15M
FCCM
607
First City Capital Management
Georgia
$1.15M
HFA
608
High Falls Advisors
New York
$1.15M
MWM
609
Maltin Wealth Management
New Jersey
$1.14M
TCOV
610
Trust Company of Vermont
Vermont
$1.14M
FFS
611
Founders Financial Securities
Maryland
$1.14M
PWG
612
Private Wealth Group
Florida
$1.14M
TFG
613
Taylor Financial Group
Virginia
$1.14M
CCWM
614
Cassaday & Co Wealth Management
Virginia
$1.13M
FWM
615
Forza Wealth Management
Florida
$1.13M
CSIC
616
Clifford Swan Investment Counsel
California
$1.13M
AWM
617
Axxcess Wealth Management
California
$1.12M
LRIC
618
Long Road Investment Counsel
Michigan
$1.12M
SIA
619
SkyView Investment Advisors
New Jersey
$1.12M
BZWA
620
Blue Zone Wealth Advisors
California
$1.11M
HR
621
Howe & Rusling
New York
$1.11M
EGA
622
E&G Advisors
Texas
$1.11M
RT
623
Rockland Trust
Massachusetts
$1.1M
CB
624
Cadence Bank
Mississippi
$1.1M
S
625
Sunpointe
Missouri
$1.09M