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