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SPDR S&P MidCap 400 ETF Trust

1,349 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 351 increasing their positions, 479 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:

1.11% more ownership

Funds ownership: 62.53%63.64% (+1.1%)

1% more funds holding

Funds holding: 1,3381,349 (+11)

27% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 479

Holders
1,349
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
OCM
951
Orion Capital Management
California
$401K
CT
952
Colonial Trust
South Carolina
$401K
WTB
953
Washington Trust Bank
Washington
$401K
ACM
954
Ayrshire Capital Management
Connecticut
$398K
OFS
955
OneAscent Financial Services
Alabama
$395K
CCA
956
Clearwater Capital Advisors
Illinois
$395K
BWL
957
Bogart Wealth LLC
Virginia
$393K
BIM
958
Bridges Investment Management
Nebraska
$393K
LFG
959
Larson Financial Group
Missouri
$392K
HCMG
960
Howard Capital Management Group
California
$390K
CS
961
Cannell & Spears
New York
$390K
FFB
962
First Financial Bankshares
Texas
$390K
N
963
Natixis
France
$390K
RA
964
Ruggaard & Associates
Ohio
$387K
WIC
965
Wilkins Investment Counsel
Massachusetts
$387K
AIM
966
Avity Investment Management
Connecticut
$384K
BTW
967
Boston Trust Walden
Massachusetts
$384K
FMII
968
Farmers & Merchants Investments Inc
Nebraska
$380K
OAM
969
Oppenheimer Asset Management
New York
$379K
APC
970
Asset Planning Corporation
Tennessee
$379K
CWA
971
CM Wealth Advisors
Ohio
$376K
CA
972
Claro Advisors
Massachusetts
$376K
ADL
973
Asset Dedication LLC
California
$371K
LJAC
974
L.J. Altfest & Co
New York
$371K
PCH
975
PGIM Custom Harvest
New Jersey
$369K