We are live on ! Find out more
MDY icon

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
PIM
1026
Progressive Investment Management
Oregon
$331K -$76.3K -130 -19%
ACA
1027
Anchor Capital Advisors
Massachusetts
$331K
CWG
1028
Cornerstone Wealth Group
North Carolina
$330K
LI
1029
LRI Investments
Florida
$329K +$40.5K +69 +14%
WA
1030
WP Advisors
California
$329K +$587 +1 +0.2%
RLIM
1031
Red Lighthouse Investment Management
New York
$328K
Luther King Capital Management (LKCM)
1032
Luther King Capital Management (LKCM)
Texas
$327K
HT
1033
Heritage Trust
Oklahoma
$324K
TD Asset Management
1034
TD Asset Management
Ontario, Canada
$323K
NCM
1035
Novare Capital Management
North Carolina
$322K
EAM
1036
Empirical Asset Management
Massachusetts
$322K +$5.28K +9 +2%
MBI
1037
May Barnhard Investments
Maryland
$320K +$587 +1 +0.2%
BFG
1038
Bouchey Financial Group
New York
$320K
AC
1039
AlphaCore Capital
California
$319K -$11.7K -20 -4%
ECM
1040
Evergreen Capital Management
Washington
$319K +$587 +1 +0.2%
BOJHT
1041
Bank of Jackson Hole Trust
Wyoming
$317K -$5.28K -9 -2%
VWA
1042
Visionary Wealth Advisors
Illinois
$315K -$28.8K -49 -8%
FBB
1043
Fulton Breakefield Broenniman
Maryland
$312K
BSB
1044
Bangor Savings Bank
Maine
$312K
JHCP
1045
Jackson Hole Capital Partners
Oklahoma
$312K
MWA
1046
Medallion Wealth Advisors
Connecticut
$311K +$1.76K +3 +0.6%
TFO
1047
Tarbox Family Office
California
$311K
PB
1048
Pinnacle Bancorp
Nebraska
$310K
WCM
1049
Wealthcare Capital Management
Virginia
$309K
JF
1050
JSF Financial
California
$309K