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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
BA
676
Bridgewater Advisors
New York
$922K
DC
677
Davenport & Co
Virginia
$922K
GFG
678
Greystone Financial Group
Michigan
$921K
CP
679
Clarendon Private
Massachusetts
$918K
PWS
680
Peterson Wealth Services
Utah
$914K
WTFG
681
Wood Tarver Financial Group
Idaho
$914K
GWP
682
Gen-Wealth Partners
Michigan
$913K
PFA
683
Pure Financial Advisors
California
$912K
AMM
684
American Money Management
California
$911K
WF
685
Warner Financial
Maryland
$907K
RCS
686
Retirement Capital Strategies
California
$906K
CWM
687
CCG Wealth Management
California
$906K
EWP
688
Elevation Wealth Partners
California
$904K
PP
689
Prosperity Planning
Missouri
$903K
T. Rowe Price Associates
690
T. Rowe Price Associates
Maryland
$902K
VIM
691
Vista Investment Management
Pennsylvania
$901K
GPI
692
General Partner Inc
Pennsylvania
$895K
CBA
693
Coastal Bridge Advisors
Connecticut
$894K
AWM
694
AE Wealth Management
Kansas
$892K
LFG
695
Larson Financial Group
Missouri
$888K
RGC
696
Roberts, Glore & Co
Illinois
$887K
GCM
697
Gunpowder Capital Management
Maryland
$886K
PFA
698
Pettinga Financial Advisors
Indiana
$883K
RWM
699
Rialto Wealth Management
New York
$883K
TW
700
TritonPoint Wealth
Maryland
$882K