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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
EGA
851
Eagle Global Advisors
Texas
$533K -$5.87K -10 -1%
MMPW
852
Mitchell McLeod Pugh & Williams
Alabama
$532K -$11.2K -19 -2%
HSA
853
HBK Sorce Advisory
Pennsylvania
$532K -$5.87K -10 -1%
LCWP
854
Legacy Capital Wealth Partners
Arkansas
$531K -$3.52K -6 -0.7%
VPP
855
Vertex Planning Partners
Illinois
$531K -$5.28K -9 -1%
GT
856
Glenview Trust
Kentucky
$530K +$1.76K +3 +0.3%
FBFS
857
First Business Financial Services
Wisconsin
$529K
CCM
858
Canal Capital Management
Virginia
$528K -$11.2K -19 -2%
FFM
859
Forum Financial Management
Illinois
$528K
SG
860
StoneX Group
New York
$526K -$59.3K -101 -10%
GIA
861
Guyasuta Investment Advisors
Pennsylvania
$523K
RC
862
Rovin Capital
Arizona
$520K
LBC
863
Lowe Brockenbrough & Co
Virginia
$520K
EFA
864
Evernest Financial Advisors
Indiana
$519K
HA
865
Huntleigh Advisors
Missouri
$519K +$511K +870 New
NW
866
Naviter Wealth
Arkansas
$518K
TCBWMS
867
Texas Capital Bank Wealth Management Services
Texas
$517K +$88K +150 +21%
SP
868
Stablepoint Partners
Massachusetts
$515K +$5.28K +9 +1%
CPA
869
Cardiff Park Advisors
California
$510K +$587 +1 +0.1%
AWA
870
Arete Wealth Advisors
Illinois
$510K -$45.8K -78 -8%
RWM
871
Rockline Wealth Management
New York
$510K
LGWM
872
Litman Gregory Wealth Management
California
$508K
MF
873
Montis Financial
Massachusetts
$506K -$4.11K -7 -0.8%
AA
874
Ancora Advisors
Ohio
$506K +$587 +1 +0.1%
DSC
875
Duncker Streett & Co
Missouri
$506K