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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
LTL
1176
Lowery Thomas LLC
California
$253K
BHWM
1177
Bar Harbor Wealth Management
New Hampshire
$250K
TC
1178
Trust Company
Kansas
$248K
Empower Advisory Group
1179
Empower Advisory Group
Colorado
$246K
FPF
1180
First Pacific Financial
Washington
$246K
PA
1181
Powerhouse Assets
Massachusetts
$246K
GLA
1182
Great Lakes Advisors
Illinois
$245K
OC
1183
OxenFree Capital
Florida
$244K
UBS AM
1184
UBS AM
Illinois
$244K
GWM
1185
Geneos Wealth Management
Colorado
$244K
ARA
1186
Alexander Randolph Advisory
Virginia
$244K
CV
1187
Counterweight Ventures
North Carolina
$241K
CWM
1188
Cordatus Wealth Management
Pennsylvania
$241K
SW
1189
SkyOak Wealth
Michigan
$241K
RWM
1190
Rockwood Wealth Management
Pennsylvania
$241K
SFGM
1191
Stonebridge Financial Group (Missouri)
Missouri
$240K
OCM
1192
Objective Capital Management
Ohio
$240K
HCM
1193
Hengehold Capital Management
Ohio
$240K
LFAS
1194
Level Four Advisory Services
Texas
$238K
FWA
1195
FSM Wealth Advisors
Ohio
$238K
MYIA
1196
Mount Yale Investment Advisors
Colorado
$238K
WP
1197
WealthShield Partners
North Carolina
$238K
SFWA
1198
Summit Financial Wealth Advisors
Louisiana
$237K
IWP
1199
IAG Wealth Partners
Wisconsin
$236K
VCM
1200
Vivaldi Capital Management
Illinois
$236K