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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
RIG
1201
RiverFront Investment Group
Virginia
$235K
EFG
1202
Everhart Financial Group
Ohio
$234K
AssetMark Inc
1203
AssetMark Inc
California
$234K
SWM
1204
SeaCrest Wealth Management
New York
$233K
PCMF
1205
Private Capital Management (Florida)
Florida
$232K
NHC
1206
Nicholas Hoffman & Company
Georgia
$231K
WIM
1207
Westside Investment Management
California
$231K
FG
1208
Foster Group
Iowa
$230K
BIM
1209
Breakwater Investment Management
Washington
$229K
GWANC
1210
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K
CWS
1211
Confluence Wealth Services
Pennsylvania
$227K
JLBC
1212
J.L. Bainbridge & Co
Florida
$226K
First Trust Advisors
1213
First Trust Advisors
Illinois
$226K
QCG
1214
Quadrant Capital Group
Ohio
$226K
FBB
1215
Fulton Breakefield Broenniman
Maryland
$226K
OCM
1216
Orion Capital Management
California
$225K
MAMG
1217
Milestone Asset Management Group
Connecticut
$225K
JC
1218
JB Capital
Connecticut
$225K
AP
1219
Atwood & Palmer
Missouri
$225K
NIM
1220
Northeast Investment Management
Massachusetts
$224K
SFO
1221
Stokes Family Office
Louisiana
$224K
PP
1222
Patten & Patten
Tennessee
$223K
JC
1223
Jacobs & Co
California
$223K
SPWM
1224
Smith Partners Wealth Management
North Carolina
$221K
OCM
1225
One Capital Management
California
$221K