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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
IAS
651
Insigneo Advisory Services
Florida
$906K
CP
652
Clarendon Private
Massachusetts
$905K
AMM
653
American Money Management
California
$902K
GWP
654
Gen-Wealth Partners
Michigan
$902K
WF
655
Warner Financial
Maryland
$896K
RCS
656
Retirement Capital Strategies
California
$895K
EWP
657
Elevation Wealth Partners
California
$892K
VIM
658
Vista Investment Management
Pennsylvania
$890K
GPI
659
General Partner Inc
Pennsylvania
$885K
FCCM
660
First City Capital Management
Georgia
$883K
SFA
661
Sequoia Financial Advisors
Ohio
$883K
PFA
662
Pettinga Financial Advisors
Indiana
$880K
D
663
Dentgroup
Louisiana
$877K
RWM
664
Rialto Wealth Management
New York
$877K
RGC
665
Roberts, Glore & Co
Illinois
$877K
BCA
666
Bay Colony Advisors
Massachusetts
$873K
TW
667
TritonPoint Wealth
Maryland
$871K
AWM
668
AE Wealth Management
Kansas
$870K
AWA
669
Arkadios Wealth Advisors
Georgia
$869K
RCP
670
Rothschild Capital Partners
New York
$866K
PBF
671
Petix & Botte Financial
California
$864K
GC
672
Grimes & Company
Massachusetts
$863K
BWM
673
BigSur Wealth Management
Florida
$861K
LC
674
LCNB Corp
Ohio
$858K
AP
675
Appleton Partners
Massachusetts
$858K