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State Street SPDR S&P MIDCAP 400 ETF Trust

1,418 hedge funds and large institutions have $15.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 355 increasing their positions, 488 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: $ → $

0.09% more ownership

Funds ownership: 63.63%63.72% (+0.09%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 488

Holders
1,418
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
EPW
1101
Evolve Private Wealth
California
$293K
BL
1102
BFSG LLC
California
$293K
CWS
1103
Cypress Wealth Services
California
$293K
KP
1104
Keel Point
Alabama
$292K
TP
1105
Tranquility Partners
Tennessee
$291K
MCA
1106
Maryland Capital Advisors
Maryland
$287K
BHIA
1107
Birch Hill Investment Advisors
Massachusetts
$287K
IFA
1108
Index Fund Advisors
California
$286K
LSC
1109
Lesa Sroufe & Co
Washington
$284K
TDC
1110
Thompson Davis & Co
Virginia
$284K
JF
1111
JSF Financial
California
$283K
PP
1112
PDS Planning
Ohio
$282K
OCA
1113
OpenArc Corporate Advisory
Georgia
$282K
ESB
1114
Essex Savings Bank
Connecticut
$282K
B
1115
Bensler
Washington
$281K
WA
1116
WealthTrust Axiom
Pennsylvania
$281K
FPGK
1117
Financial Partners Group (Kansas)
Kansas
$281K
RMC
1118
Resources Management Corp
Connecticut
$281K
IWM
1119
IHT Wealth Management
Illinois
$281K
Luther King Capital Management (LKCM)
1120
Luther King Capital Management (LKCM)
Texas
$281K
RFP
1121
Root Financial Partners
California
$280K
HBW
1122
Hazlett, Burt & Watson
West Virginia
$280K
SC
1123
Sapient Capital
Indiana
$280K
SC
1124
SouthState Corp
Florida
$279K
AIM
1125
Aspen Investment Management
Michigan
$279K