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State Street SPDR S&P MIDCAP 400 ETF Trust

1,418 hedge funds and large institutions have $15.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 355 increasing their positions, 488 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: $ → $

0.09% more ownership

Funds ownership: 63.63%63.72% (+0.09%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 488

Holders
1,418
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
SFP
901
Shepherd Financial Partners
Massachusetts
$516K
LGWM
902
Litman Gregory Wealth Management
California
$514K
DSC
903
Duncker Streett & Co
Missouri
$512K
MF
904
Montis Financial
Massachusetts
$511K
DWML
905
DWR WEALTH MANAGEMENT, LLC
California
$510K
MWA
906
Midland Wealth Advisors
Illinois
$509K
PS
907
Principal Securities
Iowa
$508K
PTP
908
Platform Technology Partners
New York
$507K
MTIC
909
Missouri Trust & Investment Company
Missouri
$507K
AF
910
Abound Financial
California
$506K
AF
911
Apollon Financial
South Carolina
$506K
MWA
912
Monograph Wealth Advisors
California
$506K
CCM
913
Canal Capital Management
Virginia
$505K
HIM
914
Harbour Investment Management
Washington
$505K
Citadel Advisors
915
Citadel Advisors
Florida
$503K
HPC
916
Hobart Private Capital
North Carolina
$498K
BFAG
917
Blackston Financial Advisory Group
Florida
$493K
AWA
918
Arete Wealth Advisors
Illinois
$490K
TFA
919
Toth Financial Advisory
Virginia
$489K
PPW
920
Parcion Private Wealth
Washington
$489K
MAM
921
Marquette Asset Management
Minnesota
$483K
CK
922
Cohen Klingenstein
New York
$483K
AIP
923
Almanack Investment Partners
Pennsylvania
$482K
REMPR
924
Roof Eidam Maycock Peralta (REMP)
California
$481K
ICM
925
Invenomic Capital Management
Massachusetts
$481K