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State Street SPDR S&P MIDCAP 400 ETF Trust

1,397 hedge funds and large institutions have $15.4B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 352 increasing their positions, 485 reducing their positions, and 55 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: $ → $

0.64% less ownership

Funds ownership: 63.65%63.01% (-0.64%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 485

Holders
1,397
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
FBB
1201
Fulton Breakefield Broenniman
Maryland
$226K
OCM
1202
Orion Capital Management
California
$225K
MAMG
1203
Milestone Asset Management Group
Connecticut
$225K
JC
1204
JB Capital
Connecticut
$225K
AP
1205
Atwood & Palmer
Missouri
$225K
NIM
1206
Northeast Investment Management
Massachusetts
$224K
SFO
1207
Stokes Family Office
Louisiana
$224K
PP
1208
Patten & Patten
Tennessee
$223K
JC
1209
Jacobs & Co
California
$223K
SPWM
1210
Smith Partners Wealth Management
North Carolina
$221K
OCM
1211
One Capital Management
California
$221K
PWP
1212
Pursue Wealth Partners
California
$220K
MAS
1213
Madden Advisory Services
Florida
$220K
MAM
1214
Mystic Asset Management
Rhode Island
$220K
FFA
1215
First Foundation Advisors
California
$219K
FF
1216
Financial Futures
New Jersey
$218K
TWM
1217
Tradition Wealth Management
Minnesota
$218K
AWM
1218
Accurate Wealth Management
Florida
$217K
LK
1219
Lumbard & Kellner
New Hampshire
$217K
SI
1220
Stonekeep Investments
New Mexico
$217K
MFG
1221
Magnus Financial Group
New York
$217K
JMFC
1222
J.M. Forbes & Co
Massachusetts
$216K
SFWC
1223
Strategic Family Wealth Counselors
New Jersey
$215K
YIA
1224
YHB Investment Advisors
Connecticut
$214K
HIA
1225
Harbor Investment Advisory
Maryland
$214K