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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
SW
1151
SteelPeak Wealth
California
$231K
AIA
1152
Accelerate Investment Advisors
California
$230K
PCMF
1153
Private Capital Management (Florida)
Florida
$229K
VCM
1154
Vivaldi Capital Management
Illinois
$229K
SWM
1155
SeaCrest Wealth Management
New York
$229K
NHC
1156
Nicholas Hoffman & Company
Georgia
$228K
SRC
1157
Shufro Rose & Co
New York
$227K
FG
1158
Foster Group
Iowa
$227K
BIM
1159
Breakwater Investment Management
Washington
$226K
GWANC
1160
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K
CWS
1161
Confluence Wealth Services
Pennsylvania
$225K
OCPWS
1162
One Charles Private Wealth Services
Massachusetts
$225K
VAS
1163
Vestmark Advisory Solutions
Massachusetts
$225K
GWAG
1164
Garrett Wealth Advisory Group
Texas
$222K
AP
1165
Atwood & Palmer
Missouri
$222K
NIM
1166
Northeast Investment Management
Massachusetts
$222K
SFO
1167
Stokes Family Office
Louisiana
$222K
PP
1168
Patten & Patten
Tennessee
$221K
JC
1169
Jacobs & Co
California
$220K
WCM
1170
Windsor Capital Management
Arizona
$220K
YIA
1171
YHB Investment Advisors
Connecticut
$219K
BPAMU
1172
BTG Pactual Asset Management US
New York
$219K
PAMG
1173
Patton Albertson Miller Group
Tennessee
$218K
PWP
1174
Pursue Wealth Partners
California
$218K
MAS
1175
Madden Advisory Services
Florida
$217K