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State Street SPDR S&P MIDCAP 400 ETF Trust

1,356 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, 353 increasing their positions, 481 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% more funds holding

Funds holding: 1,3401,356 (+16)

1.11% more ownership

Funds ownership: 62.52%63.63% (+1.1%)

27% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 481

Holders
1,356
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
Betterment LLC
951
Betterment LLC
New York
$404K
CAM
952
Carret Asset Management
New York
$402K
OCM
953
Orion Capital Management
California
$401K
CT
954
Colonial Trust
South Carolina
$401K
WTB
955
Washington Trust Bank
Washington
$401K
ACM
956
Ayrshire Capital Management
Connecticut
$398K
OFS
957
OneAscent Financial Services
Alabama
$395K
CCA
958
Clearwater Capital Advisors
Illinois
$395K
BIM
959
Bridges Investment Management
Nebraska
$393K
BWL
960
Bogart Wealth LLC
Virginia
$393K
LFG
961
Larson Financial Group
Missouri
$392K
HCMG
962
Howard Capital Management Group
California
$390K
CS
963
Cannell & Spears
New York
$390K
FFB
964
First Financial Bankshares
Texas
$390K
N
965
Natixis
France
$390K
RA
966
Ruggaard & Associates
Ohio
$387K
WIC
967
Wilkins Investment Counsel
Massachusetts
$387K
BTW
968
Boston Trust Walden
Massachusetts
$384K
AIM
969
Avity Investment Management
Connecticut
$384K
FMII
970
Farmers & Merchants Investments Inc
Nebraska
$380K
OAM
971
Oppenheimer Asset Management
New York
$379K
APC
972
Asset Planning Corporation
Tennessee
$379K
SWGC
973
Summit Wealth Group (Colorado)
Colorado
$378K
CWA
974
CM Wealth Advisors
Ohio
$376K
CA
975
Claro Advisors
Massachusetts
$376K