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