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SPDR S&P MidCap 400 ETF Trust

1,349 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 351 increasing their positions, 479 reducing their positions, and 45 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1.11% more ownership

Funds ownership: 62.53%63.64% (+1.1%)

1% more funds holding

Funds holding: 1,3381,349 (+11)

27% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 479

Holders
1,349
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$499M
Puts
$305M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1201
Oarsman Capital
Wisconsin
$203K
AF
1202
Aldebaran Financial
$203K
GIM
1203
Guild Investment Management
California
$203K
KGP
1204
Keystone Global Partners
Colorado
$202K
JMFC
1205
J.M. Forbes & Co
Massachusetts
$201K
GLLW
1206
Graves Light Lenhart Wealth
Virginia
$200K
SVCP
1207
Silicon Valley Capital Partners
California
$200K
BBPWM
1208
Blue Bell Private Wealth Management
Pennsylvania
$198K
MG
1209
Mather Group
Illinois
$195K
AAP
1210
Arax Advisory Partners
Colorado
$183K
DWM
1211
Darwin Wealth Management
Florida
$182K
QCG
1212
Quadrant Capital Group
Ohio
$181K
PP
1213
Pingora Partners
Wyoming
$179K
MHIP
1214
Mountain Hill Investment Partners
New Jersey
$179K
SPF
1215
South Plains Financial
Texas
$178K
KFI
1216
Key Financial Inc
Pennsylvania
$177K
NWMP
1217
Noble Wealth Management PBC
Colorado
$174K
HC
1218
Hoese & Co
Minnesota
$173K
UB
1219
UMB Bank
Missouri
$170K
CCM
1220
Chilton Capital Management
Texas
$169K
JGIA
1221
Jackson Grant Investment Advisers
Connecticut
$155K
EWM
1222
Evermay Wealth Management
Virginia
$149K
LAMC
1223
Longview Asset Management (California)
California
$145K
MPW
1224
MASECO Private Wealth
$144K
CHC
1225
City Holding Co
West Virginia
$143K