MDY icon

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
LPT
651
Legacy Private Trust
Wisconsin
$1M
JPG
652
Jordan Park Group
California
$1M
ONST
653
Old North State Trust
North Carolina
$994K
BFG
654
Berger Financial Group
Minnesota
$989K
AWM
655
Aprio Wealth Management
Georgia
$987K
QCM
656
QRG Capital Management
Illinois
$986K
BAAM
657
Baker Avenue Asset Management
California
$982K
VDI
658
Vaughan David Investments
Illinois
$981K
AWMI
659
Aegis Wealth Management (Iowa)
Iowa
$975K
OWM
660
Orgel Wealth Management
Wisconsin
$974K
SFG
661
Sovereign Financial Group
Connecticut
$973K
RFA
662
RTD Financial Advisors
Pennsylvania
$968K
V
663
VeraBank
Texas
$965K
SB
664
SIG Brokerage
New York
$965K
IIM
665
InTrack Investment Management
Vermont
$964K
RIG
666
Renaissance Investment Group
Massachusetts
$961K
ACA
667
Aptus Capital Advisors
Alabama
$957K
BFA
668
Beacon Financial Advisory
Ohio
$957K
MAG
669
M3 Advisory Group
Massachusetts
$954K
Point72 Asset Management
670
Point72 Asset Management
Connecticut
$953K
AFG
671
Atomi Financial Group
New York
$937K
S
672
Sachetta
Massachusetts
$935K
BSA
673
Braun Stacey Associates
New York
$934K
MC
674
Moors & Cabot
Massachusetts
$930K
GSIAS
675
Garden State Investment Advisory Services
New Jersey
$929K