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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
APC
976
Asset Planning Corporation
Tennessee
$379K +$587 +1 +0.2%
SWGC
977
Summit Wealth Group (Colorado)
Colorado
$378K +$2.33M +3,969 New
CWA
978
CM Wealth Advisors
Ohio
$376K
CA
979
Claro Advisors
Massachusetts
$376K
ADL
980
Asset Dedication LLC
California
$371K -$18.2K -31 -5%
LJAC
981
L.J. Altfest & Co
New York
$371K -$116K -197 -24%
PCH
982
PGIM Custom Harvest
New Jersey
$369K +$7.04K +12 +2%
OC
983
Optima Capital
Oregon
$369K
BWA
984
BlueSky Wealth Advisors
North Carolina
$368K +$73.4K +125 +25%
SWP
985
Strategic Wealth Partners
Ohio
$366K -$411K -701 -53%
JTF
986
J. Team Financial
Texas
$366K +$360K +613 New
PW
987
Pandora Wealth
Illinois
$365K
SI
988
Shaker Investments
Ohio
$365K +$1.17K +2 +0.3%
AA
989
ArborFi Advisors
Michigan
$361K -$35.2K -60 -9%
RYIA
990
Roehl & Yi Investment Advisors
Oregon
$359K
SFI
991
SPC Financial Inc
Maryland
$359K
PA
992
Parallel Advisors
California
$358K -$20.5K -35 -6%
SC
993
Summa Corp
Texas
$358K
SFC
994
SYM Financial Corp
Indiana
$358K
TWM
995
TriaGen Wealth Management
California
$358K
SA
996
Scarborough Advisors
Maryland
$357K -$1.76K -3 -0.5%
SIMG
997
Sonora Investment Management Group
Arizona
$357K
LNB
998
Ledyard National Bank
$356K -$28.8K -49 -8%
CCM
999
Corsair Capital Management
New York
$356K
EWA
1000
Evolution Wealth Advisors
Florida
$355K