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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
AF
876
Apollon Financial
South Carolina
$500K
MWA
877
Monograph Wealth Advisors
California
$499K
HIM
878
Harbour Investment Management
Washington
$498K
TFA
879
Toth Financial Advisory
Virginia
$485K
OIA
880
Optimum Investment Advisors
Illinois
$483K
PPW
881
Parcion Private Wealth
Washington
$483K
HIP
882
HUB Investment Partners
Texas
$480K
CFS
883
Coordinated Financial Services
Colorado
$480K
ICP
884
Impact Capital Partners
Colorado
$479K
VCA
885
Verdence Capital Advisors
Maryland
$478K
T. Rowe Price Associates
886
T. Rowe Price Associates
Maryland
$477K
MAM
887
Marquette Asset Management
Minnesota
$477K
CK
888
Cohen Klingenstein
New York
$477K
REMPR
889
Roof Eidam Maycock Peralta (REMP)
California
$476K
ICM
890
Invenomic Capital Management
Massachusetts
$475K
RCAG
891
Rehmann Capital Advisory Group
Michigan
$472K
OCM
892
Orleans Capital Management
Louisiana
$471K
FI
893
Finivi Inc
Massachusetts
$471K
CFB
894
Cullen/Frost Bankers
Texas
$470K
IFWM
895
Institute for Wealth Management
Colorado
$467K
OAS
896
Optivise Advisory Services
Tennessee
$465K
DSN
897
D. Scott Neal
Kentucky
$465K
SPFA
898
Summit Place Financial Advisors
New Jersey
$465K
OS
899
Objectivity Squared
South Carolina
$464K
AFO
900
Arrowroot Family Office
California
$458K