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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
LFAS
1201
Level Four Advisory Services
Texas
$238K
FWA
1202
FSM Wealth Advisors
Ohio
$238K
MYIA
1203
Mount Yale Investment Advisors
Colorado
$238K
WP
1204
WealthShield Partners
North Carolina
$238K
SFWA
1205
Summit Financial Wealth Advisors
Louisiana
$237K
IWP
1206
IAG Wealth Partners
Wisconsin
$236K
VCM
1207
Vivaldi Capital Management
Illinois
$236K
RIG
1208
RiverFront Investment Group
Virginia
$235K
EFG
1209
Everhart Financial Group
Ohio
$234K
AssetMark Inc
1210
AssetMark Inc
California
$234K
SWM
1211
SeaCrest Wealth Management
New York
$233K
PCMF
1212
Private Capital Management (Florida)
Florida
$232K
NHC
1213
Nicholas Hoffman & Company
Georgia
$231K
WIM
1214
Westside Investment Management
California
$231K
FG
1215
Foster Group
Iowa
$230K
BIM
1216
Breakwater Investment Management
Washington
$229K
GWANC
1217
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K
CWS
1218
Confluence Wealth Services
Pennsylvania
$227K
JLBC
1219
J.L. Bainbridge & Co
Florida
$226K
First Trust Advisors
1220
First Trust Advisors
Illinois
$226K
QCG
1221
Quadrant Capital Group
Ohio
$226K
FBB
1222
Fulton Breakefield Broenniman
Maryland
$226K
OCM
1223
Orion Capital Management
California
$225K
MAMG
1224
Milestone Asset Management Group
Connecticut
$225K
JC
1225
JB Capital
Connecticut
$225K