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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
TI
751
Truepoint Inc
Ohio
$701K +$176K +300 +34%
RWA
752
River Wealth Advisors
Pennsylvania
$699K
OFG
753
Opulen Financial Group
Virginia
$695K +$2.94K +5 +0.4%
PSF
754
Pacific Sun Financial
California
$694K -$587 -1 -0.1%
VVP
755
Venture Visionary Partners
Ohio
$693K -$126K -214 -16%
SG
756
Stanich Group
New York
$692K -$7.63K -13 -1%
VA
757
VestGen Advisors
Illinois
$688K +$678K +1,155 New
RRA
758
Round Rock Advisors
Connecticut
$687K -$51.7K -88 -7%
PFBT
759
Parkside Financial Bank & Trust
Missouri
$687K -$7.63K -13 -1%
NSAM
760
North Star Asset Management
Wisconsin
$686K +$231K +394 +52%
RG
761
Rathbones Group
United Kingdom
$679K
NRG
762
Nemes Rush Group
Michigan
$678K -$2.35K -4 -0.4%
JWM
763
Jacksonville Wealth Management
Florida
$677K -$587 -1 -0.1%
BB
764
Bell Bank
North Dakota
$676K
NHT
765
New Hampshire Trust
New Hampshire
$676K
KCM
766
Kanawha Capital Management
Virginia
$670K -$17.6K -30 -3%
CNBOF
767
City National Bank of Florida
Florida
$667K -$71.6K -122 -10%
BWP
768
BSW Wealth Partners
Colorado
$662K
FIA
769
Foundations Investment Advisors
Arizona
$662K -$41.7K -71 -6%
MWM
770
Marion Wealth Management
Pennsylvania
$661K +$1.76K +3 +0.3%
SAM
771
Summit Asset Management
Tennessee
$660K
BBA
772
BLB&B Advisors
Pennsylvania
$660K
CC
773
Cypress Capital
Tennessee
$659K +$11.7K +20 +2%
NL
774
NWAM LLC
Washington
$658K -$13.5K -23 -2%
SWA
775
Sax Wealth Advisors
New Jersey
$656K +$260K +443 +67%