MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

1,425 hedge funds and large institutions have $15.6B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 356 increasing their positions, 491 reducing their positions, and 56 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.15% more ownership

Funds ownership: 63.65%63.8% (+0.15%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 491

Holders
1,425
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$682M
Puts
$325M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
901
Rovin Capital
Arizona
$516K
RWM
902
Rockline Wealth Management
New York
$516K
SFP
903
Shepherd Financial Partners
Massachusetts
$516K
LGWM
904
Litman Gregory Wealth Management
California
$514K
DSC
905
Duncker Streett & Co
Missouri
$512K
MF
906
Montis Financial
Massachusetts
$511K
DWM
907
DWR Wealth Management
California
$510K
MWA
908
Midland Wealth Advisors
Illinois
$509K
PS
909
Principal Securities
Iowa
$508K
PTP
910
Platform Technology Partners
New York
$507K
MTIC
911
Missouri Trust & Investment Company
Missouri
$507K
AF
912
Abound Financial
California
$506K
AF
913
Apollon Financial
South Carolina
$506K
MWA
914
Monograph Wealth Advisors
California
$506K
CCM
915
Canal Capital Management
Virginia
$505K
HIM
916
Harbour Investment Management
Washington
$505K
Citadel Advisors
917
Citadel Advisors
Florida
$503K
HPC
918
Hobart Private Capital
North Carolina
$498K
BFAG
919
Blackston Financial Advisory Group
Florida
$493K
AWA
920
Arete Wealth Advisors
Illinois
$490K
TFA
921
Toth Financial Advisory
Virginia
$489K
PPW
922
Parcion Private Wealth
Washington
$489K
MAM
923
Marquette Asset Management
Minnesota
$483K
CK
924
Cohen Klingenstein
New York
$483K
AIP
925
Almanack Investment Partners
Pennsylvania
$482K