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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
HDIM
1076
Hanson & Doremus Investment Management
Vermont
$283K
IFA
1077
Index Fund Advisors
California
$283K +$2.94K +5 +1%
BFIC
1078
Bedell Frazier Investment Counselling
California
$282K
Empower Advisory Group
1079
Empower Advisory Group
Colorado
$281K +$277K +472 New
LFAS
1080
Level Four Advisory Services
Texas
$280K -$12.9K -22 -4%
LSC
1081
Lesa Sroufe & Co
Washington
$280K
LTL
1082
Lowery Thomas LLC
California
$279K +$59.3K +101 +28%
PP
1083
PDS Planning
Ohio
$279K
RMC
1084
Resources Management Corp
Connecticut
$278K
WA
1085
WealthTrust Axiom
Pennsylvania
$278K
B
1086
Bensler
Washington
$277K
MYIA
1087
Mount Yale Investment Advisors
Colorado
$277K +$90.4K +154 +50%
RFP
1088
Root Financial Partners
California
$277K
HBW
1089
Hazlett, Burt & Watson
West Virginia
$277K +$50.5K +86 +23%
AIM
1090
Aspen Investment Management
Michigan
$276K
SC
1091
SouthState Corp
Florida
$276K -$93.3K -159 -26%
CFD
1092
Creative Financial Designs
Indiana
$275K -$7.63K -13 -3%
IAS
1093
Investment Advisory Services
Texas
$274K
OBGC
1094
O'Brien Greene & Co
Pennsylvania
$274K
GAA
1095
Global Assets Advisory
Florida
$274K +$269K +459 New
SC
1096
Sapient Capital
Indiana
$273K
NAMM
1097
NorthStar Asset Management (Massachusetts)
Massachusetts
$272K +$268K +457 New
Jennison Associates
1098
Jennison Associates
New York
$272K -$90.4K -154 -25%
WIM
1099
Westside Investment Management
California
$269K
EF
1100
Exeter Financial
Arizona
$268K