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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
GWM
801
GSB Wealth Management
Connecticut
$598K
BMCM
802
Black Maple Capital Management
Wisconsin
$596K
SMH
803
Sanders Morris Harris
Texas
$596K
AT
804
Avalon Trust
New Mexico
$596K
WAS
805
Wealth Advisory Solutions
Indiana
$596K
TVWM
806
Tower View Wealth Management
Wisconsin
$594K
SMWM
807
Silvia McColl Wealth Management
California
$592K
BFM
808
Broadview Financial Management
Wisconsin
$591K
PMFA
809
Plante Moran Financial Advisors
Michigan
$589K
VBFG
810
Vishria Bird Financial Group
Tennessee
$589K
TWM
811
Tanager Wealth Management
United Kingdom
$589K
PIA
812
Pollock Investment Advisors
Michigan
$587K
BWCS
813
Beirne Wealth Consulting Services
Connecticut
$587K
VFA
814
Valeo Financial Advisors
Indiana
$586K
BFAG
815
Blackston Financial Advisory Group
Florida
$585K
TAM
816
Titleist Asset Management
Texas
$583K
FH
817
FWG Holdings
Florida
$582K
LWL
818
Leo Wealth LLC
Texas
$580K
GWMR
819
GC Wealth Management RIA
Massachusetts
$578K
MC
820
Maren Capital
Illinois
$575K
GWA
821
Genesis Wealth Advisors
Massachusetts
$573K
FFL
822
Future Fund LLC
Illinois
$573K
AR
823
Apeiron RIA
Texas
$569K
SA
824
Strategic Advisors
New York
$561K
SAM
825
Seelaus Asset Management
New Jersey
$560K