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State Street SPDR S&P MIDCAP 400 ETF Trust

1,425 hedge funds and large institutions have $15.6B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 356 increasing their positions, 491 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: $ → $

0.15% more ownership

Funds ownership: 63.65%63.8% (+0.15%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 491

Holders
1,425
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
IP
1176
Investment Partners
Ohio
$256K
EP
1177
Edgestream Partners
New Jersey
$255K
CA
1178
CapWealth Advisors
Tennessee
$255K
PWPS
1179
Pinnacle Wealth Planning Services
Ohio
$255K
EM
1180
Excalibur Management
Massachusetts
$254K
TTWM
1181
TCV Trust & Wealth Management
Virginia
$253K
LTL
1182
Lowery Thomas LLC
California
$253K
BHWM
1183
Bar Harbor Wealth Management
New Hampshire
$250K
TC
1184
Trust Company
Kansas
$248K
Empower Advisory Group
1185
Empower Advisory Group
Colorado
$246K
FPF
1186
First Pacific Financial
Washington
$246K
PA
1187
Powerhouse Assets
Massachusetts
$246K
GLA
1188
Great Lakes Advisors
Illinois
$245K
OC
1189
OxenFree Capital
Florida
$244K
UBS AM
1190
UBS AM
Illinois
$244K
GWM
1191
Geneos Wealth Management
Colorado
$244K
ARA
1192
Alexander Randolph Advisory
Virginia
$244K
SW
1193
SkyOak Wealth
Michigan
$241K
CWM
1194
Cordatus Wealth Management
Pennsylvania
$241K
RWM
1195
Rockwood Wealth Management
Pennsylvania
$241K
CV
1196
Counterweight Ventures
North Carolina
$241K
AZ
1197
Alpha Zero
Florida
$241K
SFGM
1198
Stonebridge Financial Group (Missouri)
Missouri
$240K
OCM
1199
Objective Capital Management
Ohio
$240K
HCM
1200
Hengehold Capital Management
Ohio
$240K