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SPDR S&P MidCap 400 ETF Trust

1,350 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 351 increasing their positions, 479 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:

1.11% more ownership

Funds ownership: 62.53%63.64% (+1.1%)

1% more funds holding

Funds holding: 1,3381,350 (+12)

27% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 479

Holders
1,350
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
JPG
626
Jordan Park Group
California
$992K
SFG
627
Sovereign Financial Group
Connecticut
$988K
OWA
628
ORBA Wealth Advisors
Illinois
$986K
ONST
629
Old North State Trust
North Carolina
$985K
OWM
630
Orgel Wealth Management
Wisconsin
$975K
BAAM
631
Baker Avenue Asset Management
California
$970K
VDI
632
Vaughan David Investments
Illinois
$969K
PFT
633
Providence First Trust
Arizona
$964K
BSA
634
Braun Stacey Associates
New York
$964K
CAM
635
Congress Asset Management
Massachusetts
$962K
GFG
636
Greystone Financial Group
Michigan
$958K
RFA
637
RTD Financial Advisors
Pennsylvania
$957K
BFA
638
Beacon Financial Advisory
Ohio
$954K
SB
639
SIG Brokerage
New York
$954K
IIM
640
InTrack Investment Management
Vermont
$953K
RT
641
Rockland Trust
Massachusetts
$952K
AIP
642
Almanack Investment Partners
Pennsylvania
$942K
SW
643
Simplicity Wealth
New Jersey
$938K
S
644
Sachetta
Massachusetts
$922K
MAG
645
M3 Advisory Group
Massachusetts
$918K
USWIA
646
UP Strategic Wealth Investment Advisors
Pennsylvania
$914K
IA
647
IFP Advisors
Florida
$914K
WTFG
648
Wood Tarver Financial Group
Idaho
$910K
MC
649
Moors & Cabot
Massachusetts
$910K
PP
650
Prosperity Planning
Missouri
$907K