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SPDR S&P MidCap 400 ETF Trust

1,350 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:

1.1% more ownership

Funds ownership: 62.53%63.63% (+1.1%)

1% more funds holding

Funds holding: 1,3381,350 (+12)

27% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 479

Holders
1,350
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
XPN
1001
XY Planning Network
Montana
$345K
SFG
1002
SNS Financial Group
Minnesota
$344K
LFS
1003
Legacy Financial Strategies
Kansas
$343K
EIP
1004
Ellis Investment Partners
Pennsylvania
$343K
HIG
1005
Heritage Investment Group
Florida
$343K
SFM
1006
Signet Financial Management
New Jersey
$341K
NPAN
1007
Northeast Planning Associates NH
New Hampshire
$340K
FCI
1008
Financial Counselors Inc
Kansas
$340K
WPC
1009
Wedmont Private Capital
Pennsylvania
$336K
PCMK
1010
Paragon Capital Management (Kansas)
Kansas
$336K
PAS
1011
Park Avenue Securities
New York
$335K
NAS
1012
NWF Advisory Services
California
$335K
MAS
1013
Meeder Advisory Services
Ohio
$335K
PFA
1014
Pure Financial Advisors
California
$333K
HNWAG
1015
High Net Worth Advisory Group
Florida
$331K
PIM
1016
Progressive Investment Management
Oregon
$331K
ACA
1017
Anchor Capital Advisors
Massachusetts
$331K
CWG
1018
Cornerstone Wealth Group
North Carolina
$330K
LI
1019
LRI Investments
Florida
$329K
WA
1020
WP Advisors
California
$329K
RLIM
1021
Red Lighthouse Investment Management
New York
$328K
Luther King Capital Management (LKCM)
1022
Luther King Capital Management (LKCM)
Texas
$327K
HT
1023
Heritage Trust
Oklahoma
$324K
TD Asset Management
1024
TD Asset Management
Ontario, Canada
$323K
NCM
1025
Novare Capital Management
North Carolina
$322K