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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
BWA
1151
BlueChip Wealth Advisors
Georgia
$267K
HWMO
1152
Heritage Wealth Management (Ohio)
Ohio
$266K
BAM
1153
Belpointe Asset Management
Nevada
$265K
SRC
1154
Shufro Rose & Co
New York
$263K
S
1155
SignatureFD
Georgia
$263K
CA
1156
Clune & Associates
Illinois
$263K
IC
1157
Inscription Capital
Texas
$262K
BFIC
1158
Bedell Frazier Investment Counselling
California
$261K
SW
1159
Simplicity Wealth
New Jersey
$261K
BFP
1160
Briaud Financial Planning
Texas
$261K
AFG
1161
Allegheny Financial Group
Pennsylvania
$261K
SF
1162
Symphony Financial
Texas
$261K
WMA
1163
William Mack & Associates
Michigan
$260K
FPW
1164
Flagship Private Wealth
Massachusetts
$260K
VST
1165
Van Strum & Towne
California
$259K
NCM
1166
Noesis Capital Mangement
Florida
$259K
BWS
1167
Broadway Wealth Solutions
Texas
$258K
LT
1168
Legacy Trust
Michigan
$257K
UIM
1169
Unified Investment Management
Georgia
$256K
IP
1170
Investment Partners
Ohio
$256K
EP
1171
Edgestream Partners
New Jersey
$255K
CA
1172
CapWealth Advisors
Tennessee
$255K
PWPS
1173
Pinnacle Wealth Planning Services
Ohio
$255K
EM
1174
Excalibur Management
Massachusetts
$254K
TTWM
1175
TCV Trust & Wealth Management
Virginia
$253K