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State Street SPDR S&P MIDCAP 400 ETF Trust

1,425 hedge funds and large institutions have $15.6B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 356 increasing their positions, 491 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: $ → $

0.15% more ownership

Funds ownership: 63.65%63.8% (+0.15%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 491

Holders
1,425
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
CCA
1001
Clearwater Capital Advisors
Illinois
$399K
BWL
1002
Bogart Wealth LLC
Virginia
$398K
KMWM
1003
Keudell/Morrison Wealth Management
Oregon
$397K
CS
1004
Cannell & Spears
New York
$395K
FFB
1005
First Financial Bankshares
Texas
$395K
WIC
1006
Wilkins Investment Counsel
Massachusetts
$392K
RA
1007
Ruggaard & Associates
Ohio
$392K
WTB
1008
Washington Trust Bank
Washington
$392K
BTW
1009
Boston Trust Walden
Massachusetts
$389K
AIM
1010
Avity Investment Management
Connecticut
$389K
CLIP
1011
Colter Lewis Investment Partners
Connecticut
$387K
FMII
1012
Farmers & Merchants Investments Inc
Nebraska
$384K
IA
1013
Integrity Alliance
Iowa
$384K
ML
1014
MLP3 LLC
New Jersey
$375K
ADL
1015
Asset Dedication LLC
California
$375K
AAM
1016
Aureus Asset Management
Massachusetts
$374K
PCH
1017
PGIM Custom Harvest
New Jersey
$373K
BWA
1018
BlueSky Wealth Advisors
North Carolina
$373K
SFC
1019
SYM Financial Corp
Indiana
$373K
EBA
1020
Eagle Bay Advisors
New York
$371K
HCMG
1021
Howard Capital Management Group
California
$371K
PW
1022
Pandora Wealth
Illinois
$370K
IFWM
1023
Institute for Wealth Management
Colorado
$369K
RYIA
1024
Roehl & Yi Investment Advisors
Oregon
$364K
SCM
1025
Seascape Capital Management
New Hampshire
$362K