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State Street SPDR S&P MIDCAP 400 ETF Trust

1,418 hedge funds and large institutions have $15.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 355 increasing their positions, 488 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: $ → $

0.09% more ownership

Funds ownership: 63.63%63.72% (+0.09%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 488

Holders
1,418
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
CI
776
CX Institutional
Indiana
$709K
CFP
777
Cascade Financial Partners
California
$709K
CFCS
778
CDM Financial Counseling Services
Connecticut
$707K
MWM
779
Marion Wealth Management
Pennsylvania
$707K
RWA
780
River Wealth Advisors
Pennsylvania
$706K
XT
781
XTX Topco
Cayman Islands
$706K
WP
782
WealthPLAN Partners
Nebraska
$703K
VVP
783
Venture Visionary Partners
Ohio
$701K
SG
784
Stanich Group
New York
$701K
TI
785
Truepoint Inc
Ohio
$698K
PFBT
786
Parkside Financial Bank & Trust
Missouri
$695K
NSAM
787
North Star Asset Management
Wisconsin
$694K
FI
788
Finivi Inc
Massachusetts
$694K
LW
789
Livet Wealth
Utah
$694K
PSF
790
Pacific Sun Financial
California
$690K
RRA
791
Round Rock Advisors
Connecticut
$690K
RG
792
Rathbones Group
United Kingdom
$688K
NHT
793
New Hampshire Trust
New Hampshire
$684K
SPP
794
Single Point Partners
Massachusetts
$682K
SSW
795
Stone Summit Wealth
Florida
$681K
JWM
796
Jacksonville Wealth Management
Florida
$680K
NRG
797
Nemes Rush Group
Michigan
$676K
CNBOF
798
City National Bank of Florida
Florida
$675K
HWA
799
Heritage Wealth Architects
Minnesota
$671K
BBA
800
BLB&B Advisors
Pennsylvania
$670K