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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
QCM
801
QRG Capital Management
Illinois
$608K -$256K -437 -30%
MA
802
Mutual Advisors
Nebraska
$607K +$99.8K +170 +20%
AMBIA
803
Allen Mooney & Barnes Investment Advisors
Georgia
$606K +$587 +1 +0.1%
CIA
804
Capital Investment Advisors
Georgia
$605K
SWM
805
Spire Wealth Management
Virginia
$602K +$587 +1 +0.1%
FHA
806
Flagship Harbor Advisors
Massachusetts
$600K
GWM
807
GSB Wealth Management
Connecticut
$598K -$20.5K -35 -3%
BMCM
808
Black Maple Capital Management
Wisconsin
$596K -$1.17M -2,000 -67%
AT
809
Avalon Trust
New Mexico
$596K
SMH
810
Sanders Morris Harris
Texas
$596K
WAS
811
Wealth Advisory Solutions
Indiana
$596K
TVWM
812
Tower View Wealth Management
Wisconsin
$594K -$156K -266 -21%
SMWM
813
Silvia McColl Wealth Management
California
$592K
BFM
814
Broadview Financial Management
Wisconsin
$591K -$24.1K -41 -4%
PMFA
815
Plante Moran Financial Advisors
Michigan
$589K
VBFG
816
Vishria Bird Financial Group
Tennessee
$589K
TWM
817
Tanager Wealth Management
United Kingdom
$589K
PIA
818
Pollock Investment Advisors
Michigan
$587K
BWCS
819
Beirne Wealth Consulting Services
Connecticut
$587K +$587 +1 +0.1%
VFA
820
Valeo Financial Advisors
Indiana
$586K -$46.4K -79 -7%
BFAG
821
Blackston Financial Advisory Group
Florida
$585K -$158K -270 -22%
TAM
822
Titleist Asset Management
Texas
$583K +$20.5K +35 +4%
FH
823
FWG Holdings
Florida
$582K
LWL
824
Leo Wealth LLC
Texas
$580K -$1.17K -2 -0.2%
GWMR
825
GC Wealth Management RIA
Massachusetts
$578K +$9.39K +16 +2%