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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
RCP
701
Rothschild Capital Partners
New York
$879K
BCA
702
Bay Colony Advisors
Massachusetts
$878K
PBF
703
Petix & Botte Financial
California
$875K
PNC
704
Park National Corp
Ohio
$875K
SFA
705
Sequoia Financial Advisors
Ohio
$873K
MCM
706
MontVue Capital Management
Virginia
$873K
BWM
707
BigSur Wealth Management
Florida
$872K
CCA
708
Carrera Capital Advisors
Michigan
$864K
QPWM
709
Quadrant Private Wealth Management
Pennsylvania
$863K
PCP
710
Panoramic Capital Partners
Oregon
$862K
CGL
711
Clarius Group LLC
Washington
$860K
IA
712
IFP Advisors
Florida
$854K
AA
713
Alesco Advisors
New York
$854K
WP
714
WealthSpring Partners
California
$853K
LCM
715
Leisure Capital Management
California
$848K
LC
716
LCNB Corp
Ohio
$848K
SIC
717
Samalin Investment Counsel
New York
$846K
LG
718
LAM Group
Oregon
$845K
DWA
719
Douglass Winthrop Advisors
New York
$845K
FA
720
Fiduciary Alliance
South Carolina
$844K
SAM
721
Sawgrass Asset Management
Florida
$840K
CWM
722
Cornerstone Wealth Management
Missouri
$837K
ALWM
723
Andrews Lucia Wealth Management
California
$834K
FC
724
FCA Corp
Texas
$833K
MKC
725
M. Kraus & Co
Vermont
$830K