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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
SWM
951
Steinberganna Wealth Management
New York
$408K +$401K +684 New
CAI
952
Capital Advisors Inc
Oklahoma
$407K
NDSI
953
Newman Dignan & Sheerar Inc
Rhode Island
$406K +$4.7K +8 +1%
MAWA
954
Moss Adams Wealth Advisors
Washington
$406K +$45.8K +78 +13%
Betterment LLC
955
Betterment LLC
New York
$404K +$16.4K +28 +4%
CAM
956
Carret Asset Management
New York
$402K
OCM
957
Orion Capital Management
California
$401K
CT
958
Colonial Trust
South Carolina
$401K
WTB
959
Washington Trust Bank
Washington
$401K -$166K -282 -30%
ACM
960
Ayrshire Capital Management
Connecticut
$398K -$58.7K -100 -13%
OFS
961
OneAscent Financial Services
Alabama
$395K -$578K -985 -60%
CCA
962
Clearwater Capital Advisors
Illinois
$395K
BWL
963
Bogart Wealth LLC
Virginia
$393K
BIM
964
Bridges Investment Management
Nebraska
$393K
LFG
965
Larson Financial Group
Missouri
$392K +$10.6K +18 +3%
HCMG
966
Howard Capital Management Group
California
$390K -$35.2K -60 -8%
CS
967
Cannell & Spears
New York
$390K
FFB
968
First Financial Bankshares
Texas
$390K
N
969
Natixis
France
$390K +$384K +654 New
RA
970
Ruggaard & Associates
Ohio
$387K
WIC
971
Wilkins Investment Counsel
Massachusetts
$387K
AIM
972
Avity Investment Management
Connecticut
$384K
BTW
973
Boston Trust Walden
Massachusetts
$384K
FMII
974
Farmers & Merchants Investments Inc
Nebraska
$380K
OAM
975
Oppenheimer Asset Management
New York
$379K +$373K +636 New