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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
BRPW
1076
Ballast Rock Private Wealth
South Carolina
$324K
XPN
1077
XY Planning Network
Montana
$322K
LI
1078
LRI Investments
Florida
$321K
VWA
1079
Visionary Wealth Advisors
Illinois
$319K
SPA
1080
Sound Portfolio Advisors
Connecticut
$317K
MWA
1081
Medallion Wealth Advisors
Connecticut
$316K
BSB
1082
Bangor Savings Bank
Maine
$316K
TI
1083
Trexquant Investment
Connecticut
$316K
JHCP
1084
Jackson Hole Capital Partners
Oklahoma
$316K
TFO
1085
Tarbox Family Office
California
$315K
BOJHT
1086
Bank of Jackson Hole Trust
Wyoming
$314K
GPA
1087
Guidance Point Advisors
Massachusetts
$313K
WCM
1088
Wealthcare Capital Management
Virginia
$313K
SAM
1089
S.A. Mason
Michigan
$311K
CNB
1090
Camden National Bank
Maine
$311K
LW
1091
Libra Wealth
California
$311K
SA
1092
Strategic Advisors
New York
$308K
KL
1093
KWMG LLC
Kansas
$306K
GRA
1094
Golden Road Advisors
Florida
$306K
PWC
1095
Pathfinder Wealth Consulting
North Carolina
$304K
GHA
1096
Good Harbor Advisors
Massachusetts
$303K
SI
1097
Shaker Investments
Ohio
$302K
EWA
1098
Evolution Wealth Advisors
Florida
$302K
MW
1099
MBL Wealth
North Carolina
$302K
PIM
1100
Progressive Investment Management
Oregon
$301K