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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
Ameriprise
51
Ameriprise
Minnesota
$44.8M -$1.26M -2,154 -3%
HC
52
Henshaw Capital
Massachusetts
$44.7M
DP
53
Divergent Planning
Maryland
$44.6M +$2.37M +4,041 +6%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$42.8M -$886K -1,509 -2%
PAI
55
Pittenger & Anderson Inc
Nebraska
$41.7M +$118K +201 +0.3%
WTC
56
WhitTier Trust Company
Nevada
$40.8M -$121K -207 -0.3%
PGA
57
Portland Global Advisors
Maine
$39.9M -$696K -1,185 -2%
MT
58
Midwest Trust
Kansas
$39.5M +$1.18M +2,015 +3%
AWP
59
Ascent Wealth Partners
New York
$37.9M +$1.07M +1,819 +3%
BCWM
60
Bartlett & Co Wealth Management
Ohio
$36.9M -$55.8K -95 -0.2%
SMC
61
Smith, Moore & Co
Missouri
$35.9M -$8.8K -15 -0%
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$35.7M -$95.7K -163 -0.3%
CFG
63
Citizens Financial Group
Rhode Island
$35.6M -$593K -1,011 -2%
PA
64
Pinnacle Associates
New York
$34.8M -$458K -781 -1%
Lido Advisors
65
Lido Advisors
California
$34.1M +$11.1M +18,985 +50%
OFS
66
Oldfather Financial Services
Nebraska
$32.8M +$983K +1,675 +3%
PGFC
67
Peapack-Gladstone Financial Corp
New Jersey
$31.9M -$2.35K -4 -0%
SCM
68
SCS Capital Management
Massachusetts
$31.6M -$1.47M -2,501 -5%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$31.4M +$1.09M +1,862 +4%
HIMC
70
Heritage Investors Management Corp
Maryland
$30.1M -$233K -397 -0.8%
CA
71
Crewe Advisors
Utah
$29.9M -$185K -316 -0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
72
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.8M
Baird Financial Group
73
Baird Financial Group
Wisconsin
$29.6M -$905K -1,542 -3%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$28.1M -$1.74M -2,960 -6%
IA
75
IFG Advisors
Missouri
$27.8M -$754K -1,284 -3%