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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
MAM
1176
Mystic Asset Management
Rhode Island
$217K
EE
1177
EWG Elevate
California
$216K
TWM
1178
Tradition Wealth Management
Minnesota
$215K
LK
1179
Lumbard & Kellner
New Hampshire
$215K
SI
1180
Stonekeep Investments
New Mexico
$214K
CIM
1181
Contravisory Investment Management
Massachusetts
$214K
HIA
1182
Harbor Investment Advisory
Maryland
$212K
ACM
1183
American Capital Management
New York
$210K
KFA
1184
Kapstone Financial Advisors
Ohio
$210K
BC
1185
Blackhill Capital
New Jersey
$209K
DCM
1186
Dimension Capital Management
Florida
$209K
PCA
1187
Purkiss Capital Advisors
Connecticut
$209K
SWM
1188
Silverlake Wealth Management
Vermont
$208K
GWWM
1189
Great Waters Wealth Management
Minnesota
$208K
UF
1190
Univest Financial
Pennsylvania
$207K
MSA
1191
Marino Stram & Associates
Massachusetts
$207K
WP
1192
WealthShield Partners
North Carolina
$207K
FIB
1193
First Interstate Bank
Montana
$206K
MPM
1194
Meritage Portfolio Management
Kansas
$206K
FFA
1195
First Foundation Advisors
California
$206K
CB
1196
CNB Bank
Pennsylvania
$205K
FBT
1197
First Bank & Trust
South Dakota
$204K
PI
1198
Pachira Investments
California
$204K
NA
1199
Nordwand Advisors
Pennsylvania
$204K
SFWC
1200
Strategic Family Wealth Counselors
New Jersey
$203K