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SPDR S&P MidCap 400 ETF Trust

1,349 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 351 increasing their positions, 479 reducing their positions, and 45 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1.11% more ownership

Funds ownership: 62.53%63.64% (+1.1%)

1% more funds holding

Funds holding: 1,3381,349 (+11)

27% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 479

Holders
1,349
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$499M
Puts
$305M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1101
IHT Wealth Management
Illinois
$263K
HWMO
1102
Heritage Wealth Management (Ohio)
Ohio
$263K
GFA
1103
Gladwyn Financial Advisors
Virginia
$261K
S
1104
SignatureFD
Georgia
$260K
FA
1105
Fermata Advisors
California
$260K
CA
1106
Clune & Associates
Illinois
$259K
IC
1107
Inscription Capital
Texas
$258K
FPF
1108
First Pacific Financial
Washington
$258K
LT
1109
Legacy Trust
Michigan
$257K
WMA
1110
William Mack & Associates
Michigan
$257K
FPW
1111
Flagship Private Wealth
Massachusetts
$256K
VST
1112
Van Strum & Towne
California
$256K
CA
1113
CapWealth Advisors
Tennessee
$256K
SFC
1114
Strategic Financial Concepts
Texas
$255K
BWS
1115
Broadway Wealth Solutions
Texas
$255K
CAAS
1116
Capital Asset Advisory Services
Michigan
$254K
IWA
1117
Inspirion Wealth Advisors
Illinois
$253K
UIM
1118
Unified Investment Management
Georgia
$253K
IP
1119
Investment Partners
Ohio
$253K
SF
1120
Symphony Financial
Texas
$252K
PWPS
1121
Pinnacle Wealth Planning Services
Ohio
$252K
EM
1122
Excalibur Management
Massachusetts
$252K
CG
1123
Cynosure Group
Utah
$251K
TTWM
1124
TCV Trust & Wealth Management
Virginia
$250K
MMM
1125
Mendel Money Management
Illinois
$249K