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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
MCC
976
Money Concepts Capital
Florida
$423K
BAMG
977
Brand Asset Management Group
Missouri
$423K
AWM
978
Aberdeen Wealth Management
Illinois
$423K
OWA
979
Octavia Wealth Advisors
Ohio
$423K
CFS
980
Commonwealth Financial Services
West Virginia
$422K
CFP
981
Catalyst Financial Partners
Massachusetts
$422K
OFS
982
OneAscent Financial Services
Alabama
$422K
RPCONE
983
Retirement Planning Company of New England
Rhode Island
$421K
WPC
984
Waters Parkerson & Co
Louisiana
$416K
JFG
985
JDM Financial Group
Texas
$416K
CT
986
Colonial Trust
South Carolina
$416K
HWA
987
Heartwood Wealth Advisors
Virginia
$415K
CWA
988
CM Wealth Advisors
Ohio
$415K
BFC
989
Bedel Financial Consulting
Indiana
$414K
SWM
990
Steinberganna Wealth Management
New York
$414K
CAI
991
Capital Advisors Inc
Oklahoma
$412K
MAWA
992
Moss Adams Wealth Advisors
Washington
$411K
NDSI
993
Newman Dignan & Sheerar Inc
Rhode Island
$411K
CAM
994
Carret Asset Management
New York
$407K
GPW
995
Genesis Private Wealth
Virginia
$405K
MO
996
McMillan Office
Michigan
$404K
ACM
997
Ayrshire Capital Management
Connecticut
$402K
WA
998
Wealth Architects
California
$402K
CCA
999
Clearwater Capital Advisors
Illinois
$399K
BWL
1000
Bogart Wealth LLC
Virginia
$398K