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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
OAS
1051
Optivise Advisory Services
Tennessee
$345K
GWMR
1052
GC Wealth Management RIA
Massachusetts
$344K
NPAN
1053
Northeast Planning Associates NH
New Hampshire
$344K
NCM
1054
Novare Capital Management
North Carolina
$343K
FCI
1055
Financial Counselors Inc
Kansas
$343K
JTF
1056
J. Team Financial
Texas
$341K
EIP
1057
Ellis Investment Partners
Pennsylvania
$341K
BIM
1058
Bridges Investment Management
Nebraska
$340K
PCMK
1059
Paragon Capital Management (Kansas)
Kansas
$340K
NAS
1060
NWF Advisory Services
California
$339K
MAS
1061
Meeder Advisory Services
Ohio
$339K
AA
1062
ArborFi Advisors
Michigan
$337K
HNWAG
1063
High Net Worth Advisory Group
Florida
$336K
UB
1064
UMB Bank
Missouri
$336K
ACA
1065
Anchor Capital Advisors
Massachusetts
$335K
CWG
1066
Cornerstone Wealth Group
North Carolina
$334K
WA
1067
WP Advisors
California
$334K
RPA
1068
Redwood Park Advisors
California
$333K
4WM
1069
49 Wealth Management
Texas
$332K
HT
1070
Heritage Trust
Oklahoma
$328K
Fisher Asset Management
1071
Fisher Asset Management
Washington
$327K
EAM
1072
Empirical Asset Management
Massachusetts
$326K
BFG
1073
Bouchey Financial Group
New York
$325K
BW
1074
BIP Wealth
Georgia
$324K
MBI
1075
May Barnhard Investments
Maryland
$324K