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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
RWM
1151
Rockwood Wealth Management
Pennsylvania
$238K
SW
1152
SkyOak Wealth
Michigan
$238K
T
1153
Tableaux
Massachusetts
$238K +$235K +400 New
HCM
1154
Hengehold Capital Management
Ohio
$237K
OCM
1155
Objective Capital Management
Ohio
$236K +$587 +1 +0.3%
MFG
1156
Magnus Financial Group
New York
$236K
FAT
1157
First American Trust
California
$235K
FCFC
1158
First Commonwealth Financial Corp
Pennsylvania
$235K +$231K +394 New
SFWA
1159
Summit Financial Wealth Advisors
Louisiana
$234K +$587 +1 +0.3%
IWP
1160
IAG Wealth Partners
Wisconsin
$234K
EFG
1161
Everhart Financial Group
Ohio
$233K +$229K +390 New
SW
1162
SteelPeak Wealth
California
$231K
AIA
1163
Accelerate Investment Advisors
California
$230K +$587 +1 +0.3%
PCMF
1164
Private Capital Management (Florida)
Florida
$229K
VCM
1165
Vivaldi Capital Management
Illinois
$229K -$29.9K -51 -12%
SWM
1166
SeaCrest Wealth Management
New York
$229K
NHC
1167
Nicholas Hoffman & Company
Georgia
$228K -$58.7K -100 -21%
SRC
1168
Shufro Rose & Co
New York
$227K
FG
1169
Foster Group
Iowa
$227K +$224K +381 New
BIM
1170
Breakwater Investment Management
Washington
$226K
GWANC
1171
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K -$12.9K -22 -6%
CWS
1172
Confluence Wealth Services
Pennsylvania
$225K -$65.7K -112 -23%
OCPWS
1173
One Charles Private Wealth Services
Massachusetts
$225K
VAS
1174
Vestmark Advisory Solutions
Massachusetts
$225K +$221K +377 New
GWAG
1175
Garrett Wealth Advisory Group
Texas
$222K