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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
IFWM
901
Institute for Wealth Management
Colorado
$467K +$587 +1 +0.1%
OAS
902
Optivise Advisory Services
Tennessee
$465K -$2.35K -4 -0.5%
DSN
903
D. Scott Neal
Kentucky
$465K
SPFA
904
Summit Place Financial Advisors
New Jersey
$465K
OS
905
Objectivity Squared
South Carolina
$464K +$1.17K +2 +0.3%
AFO
906
Arrowroot Family Office
California
$458K -$1.17K -2 -0.3%
TI
907
Trexquant Investment
Connecticut
$456K +$202K +344 +82%
WA
908
Wealth Architects
California
$455K
RPA
909
Redwood Park Advisors
California
$452K -$28.2K -48 -6%
MA
910
Maxele Advisors
Missouri
$452K
RSWM
911
Robertson Stephens Wealth Management
California
$451K
CA
912
CoreCap Advisors
Michigan
$449K +$123K +210 +39%
LIA
913
LS Investment Advisors
Michigan
$449K -$26.4K -45 -6%
CFS
914
CRA Financial Services
New Jersey
$449K +$43.4K +74 +11%
NCM
915
Neumann Capital Management
California
$447K
OWA
916
Octavia Wealth Advisors
Ohio
$447K +$8.22K +14 +2%
RB
917
Rodgers Brothers
Pennsylvania
$446K
TAFW
918
Tred Avon Family Wealth
Maryland
$445K +$438K +747 New
GIA
919
Gladstone Institutional Advisory
Florida
$437K
PTB
920
Pioneer Trust Bank
Oregon
$436K -$1.76K -3 -0.4%
ACM
921
Ardent Capital Management
Ohio
$435K
CAL
922
Capital Advisors Ltd
Ohio
$432K -$20.5K -35 -5%
SIC
923
Sigma Investment Counselors
Michigan
$432K -$47K -80 -10%
PI
924
PFG Investments
New York
$431K
CIA
925
Concurrent Investment Advisors
Florida
$427K -$1.17K -2 -0.3%