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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
Kovitz Investment Group Partners
926
Kovitz Investment Group Partners
Illinois
$480K
CA
927
CoreCap Advisors
Michigan
$480K
RCAG
928
Rehmann Capital Advisory Group
Michigan
$478K
VCA
929
Verdence Capital Advisors
Maryland
$478K
OCM
930
Orleans Capital Management
Louisiana
$477K
AA
931
Ancora Advisors
Ohio
$477K
DG
932
Diesslin Group
Texas
$476K
OCPWS
933
One Charles Private Wealth Services
Massachusetts
$476K
HIP
934
HUB Investment Partners
Texas
$472K
PAS
935
Park Avenue Securities
New York
$471K
OS
936
Objectivity Squared
South Carolina
$471K
SPFA
937
Summit Place Financial Advisors
New Jersey
$471K
AAP
938
Arax Advisory Partners
Colorado
$471K
RWM
939
Ritholtz Wealth Management
New York
$468K
EWS
940
Evergreen Wealth Solutions
Pennsylvania
$462K
HG
941
Harbor Group
New Hampshire
$458K
CWP
942
Curated Wealth Partners
California
$458K
MA
943
Maxele Advisors
Missouri
$457K
CPA
944
Cardiff Park Advisors
California
$457K
LIA
945
LS Investment Advisors
Michigan
$454K
CFS
946
CRA Financial Services
New Jersey
$454K
NCM
947
Neumann Capital Management
California
$452K
TCP
948
TMB Capital Partners
Arkansas
$452K
RB
949
Rodgers Brothers
Pennsylvania
$451K
TAFW
950
Tred Avon Family Wealth
Maryland
$451K