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SPDR S&P MidCap 400 ETF Trust

1,350 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 351 increasing their positions, 479 reducing their positions, and 45 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1.11% more ownership

Funds ownership: 62.53%63.64% (+1.1%)

1% more funds holding

Funds holding: 1,3381,350 (+12)

27% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 479

Holders
1,350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$499M
Puts
$305M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
701
Coastal Bridge Advisors
Connecticut
$813K
CL
702
CSS LLC
Illinois
$811K
ST
703
Smithfield Trust
Pennsylvania
$810K
ACA
704
Aptus Capital Advisors
Alabama
$794K
V
705
ViaWealth
Kansas
$790K
HWM
706
Hohimer Wealth Management
Washington
$784K
FPL
707
Fortress Private Ledger
North Carolina
$778K
SPWM
708
Schrum Private Wealth Management
Florida
$774K
HFP
709
Holistic Financial Partners
Indiana
$768K
FA
710
Fiduciary Alliance
South Carolina
$767K
DIA
711
Dana Investment Advisors
Wisconsin
$766K
OCM
712
One Capital Management
California
$764K
PNC
713
Park National Corp
Ohio
$762K
CWM
714
CCG Wealth Management
California
$758K
WP
715
WealthPLAN Partners
Nebraska
$758K
TWA
716
TCI Wealth Advisors
Arizona
$756K
TCM
717
TruNorth Capital Management
Michigan
$754K
SWM
718
Sentinel Wealth Management
Virginia
$753K
CFP
719
Cascade Financial Partners
California
$753K
DC
720
Davenport & Co
Virginia
$752K
PWS
721
Peterson Wealth Services
Utah
$751K
MC
722
Miramar Capital
Illinois
$746K
SPP
723
Single Point Partners
Massachusetts
$744K
EWA
724
Exencial Wealth Advisors
Oklahoma
$742K
SFB
725
STAR Financial Bank
Indiana
$742K