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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
MIG
701
McGuire Investment Group
Rhode Island
$817K
UCB
702
United Community Bank
South Carolina
$817K +$355K +605 +79%
HAM
703
Harmony Asset Management
Arizona
$816K
AA
704
Ashford Advisors
New York
$813K +$799K +1,361 New
CBA
705
Coastal Bridge Advisors
Connecticut
$813K -$3.52K -6 -0.4%
CL
706
CSS LLC
Illinois
$811K +$798K +1,360 New
ST
707
Smithfield Trust
Pennsylvania
$810K +$82.2K +140 +11%
ACA
708
Aptus Capital Advisors
Alabama
$794K -$9.39K -16 -1%
V
709
ViaWealth
Kansas
$790K
HWM
710
Hohimer Wealth Management
Washington
$784K
FPL
711
Fortress Private Ledger
North Carolina
$778K -$57.5K -98 -7%
SPWM
712
Schrum Private Wealth Management
Florida
$774K
HFP
713
Holistic Financial Partners
Indiana
$768K -$9.39K -16 -1%
FA
714
Fiduciary Alliance
South Carolina
$767K +$17K +29 +2%
DIA
715
Dana Investment Advisors
Wisconsin
$766K -$242K -413 -24%
OCM
716
One Capital Management
California
$764K -$33.5K -57 -4%
PNC
717
Park National Corp
Ohio
$762K -$1.76K -3 -0.2%
CWM
718
CCG Wealth Management
California
$758K
WP
719
WealthPLAN Partners
Nebraska
$758K -$21.7K -37 -3%
TWA
720
TCI Wealth Advisors
Arizona
$756K
TCM
721
TruNorth Capital Management
Michigan
$754K -$75.1K -128 -9%
SWM
722
Sentinel Wealth Management
Virginia
$753K
CFP
723
Cascade Financial Partners
California
$753K
DC
724
Davenport & Co
Virginia
$752K
PWS
725
Peterson Wealth Services
Utah
$751K -$430K -733 -58%