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State Street SPDR S&P MIDCAP 400 ETF Trust

1,363 hedge funds and large institutions have $15B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 355 increasing their positions, 482 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 45

64% more call options, than puts

Call options by funds: $499M | Put options by funds: $305M

6% more capital invested

Capital invested by funds: $14.2B → $15B (+$837M)

2% more funds holding in top 10

Funds holding in top 10: 5758 (+1)

1% more funds holding

Funds holding: 1,3461,363 (+17)

1.12% more ownership

Funds ownership: 62.73%63.84% (+1.1%)

26% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 482

Holders
1,363
Holders Change
+17
Holders Change %
+1.26%
% of All Funds
17.89%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.76%
New
87
Increased
355
Reduced
482
Closed
45
Calls
$499M
Puts
$305M
Net Calls
+$194M
Net Calls Change
+$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GWWM
1201
Great Waters Wealth Management
Minnesota
$208K +$204K +348 New
UF
1202
Univest Financial
Pennsylvania
$207K -$3.52K -6 -2%
MSA
1203
Marino Stram & Associates
Massachusetts
$207K +$204K +348 New
WP
1204
WealthShield Partners
North Carolina
$207K -$377K -642 -65%
FIB
1205
First Interstate Bank
Montana
$206K +$203K +346 New
MPM
1206
Meritage Portfolio Management
Kansas
$206K +$203K +346 New
FFA
1207
First Foundation Advisors
California
$206K +$202K +345 New
CB
1208
CNB Bank
Pennsylvania
$205K
FBT
1209
First Bank & Trust
South Dakota
$204K +$201K +343 New
PI
1210
Pachira Investments
California
$204K -$9.98K -17 -5%
NA
1211
Nordwand Advisors
Pennsylvania
$204K
SFWC
1212
Strategic Family Wealth Counselors
New Jersey
$203K +$200K +340 New
AF
1213
Aldebaran Financial
$203K +$200K +340 New
GIM
1214
Guild Investment Management
California
$203K +$200K +340 New
OC
1215
Oarsman Capital
Wisconsin
$203K +$200K +340 New
KGP
1216
Keystone Global Partners
Colorado
$202K -$299K -509 -60%
JMFC
1217
J.M. Forbes & Co
Massachusetts
$201K +$198K +338 New
GLLW
1218
Graves Light Lenhart Wealth
Virginia
$200K +$197K +336 New
SVCP
1219
Silicon Valley Capital Partners
California
$200K +$587 +1 +0.3%
BBPWM
1220
Blue Bell Private Wealth Management
Pennsylvania
$198K
MG
1221
Mather Group
Illinois
$195K +$193K +328 New
AAP
1222
Arax Advisory Partners
Colorado
$183K +$32.3K +55 +22%
DWM
1223
Darwin Wealth Management
Florida
$182K
QCG
1224
Quadrant Capital Group
Ohio
$181K +$178K +303 New
PP
1225
Pingora Partners
Wyoming
$179K -$29.3K -50 -14%