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State Street SPDR S&P MIDCAP 400 ETF Trust

1,363 hedge funds and large institutions have $15B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 355 increasing their positions, 482 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 45

64% more call options, than puts

Call options by funds: $499M | Put options by funds: $305M

6% more capital invested

Capital invested by funds: $14.2B → $15B (+$837M)

2% more funds holding in top 10

Funds holding in top 10: 5758 (+1)

1% more funds holding

Funds holding: 1,3461,363 (+17)

1.12% more ownership

Funds ownership: 62.73%63.84% (+1.1%)

26% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 482

Holders
1,363
Holders Change
+17
Holders Change %
+1.26%
% of All Funds
17.89%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.76%
New
87
Increased
355
Reduced
482
Closed
45
Calls
$499M
Puts
$305M
Net Calls
+$194M
Net Calls Change
+$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
676
Grimes & Company
Massachusetts
$863K +$2.35K +4 +0.3%
BWM
677
BigSur Wealth Management
Florida
$861K
LC
678
LCNB Corp
Ohio
$858K -$117K -200 -12%
AP
679
Appleton Partners
Massachusetts
$858K
CCA
680
Carrera Capital Advisors
Michigan
$856K -$40.5K -69 -5%
PCP
681
Panoramic Capital Partners
Oregon
$852K +$587 +1 +0.1%
SIC
682
Samalin Investment Counsel
New York
$851K +$6.46K +11 +0.8%
CGL
683
Clarius Group LLC
Washington
$850K
AA
684
Alesco Advisors
New York
$846K -$135K -230 -14%
MCM
685
MontVue Capital Management
Virginia
$845K -$1.17K -2 -0.1%
OFG
686
Omega Financial Group
California
$842K -$79.2K -135 -9%
BA
687
Bridgewater Advisors
New York
$841K
QPWM
688
Quadrant Private Wealth Management
Pennsylvania
$838K +$7.63K +13 +0.9%
LCM
689
Leisure Capital Management
California
$837K
OPTFSNA
690
Old Point Trust & Financial Services N A
Virginia
$837K -$5.87K -10 -0.7%
LG
691
LAM Group
Oregon
$834K
HPC
692
HM Payson & Co
Maine
$831K +$97.4K +166 +14%
DADC
693
D.A. Davidson & Co
Montana
$830K -$16.4K -28 -2%
SAM
694
Sawgrass Asset Management
Florida
$830K
CWM
695
Cornerstone Wealth Management
Missouri
$830K -$17.6K -30 -2%
ALWM
696
Andrews Lucia Wealth Management
California
$824K +$587 +1 +0.1%
BTD
697
BankPlus Trust Department
Mississippi
$823K -$20K -34 -2%
FC
698
FCA Corp
Texas
$823K
MKC
699
M. Kraus & Co
Vermont
$820K
TVAMP
700
Tennessee Valley Asset Management Partners
Tennessee
$817K