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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
MMG
1251
Monetary Management Group
Missouri
$107K
FDCP
1252
Foster Dykema Cabot & Partners
Massachusetts
$107K -$15.3K -26 -13%
HCM
1253
Hollencrest Capital Management
California
$104K +$72.8K +124 +248%
CAM
1254
Costello Asset Management
Pennsylvania
$103K
AG
1255
AmeriFlex Group
Nevada
$103K +$62.8K +107 +165%
CNBTD
1256
Citizens National Bank Trust Department
Mississippi
$100K
HWM
1257
Horizons Wealth Management
North Carolina
$97.7K
ITIM
1258
Indiana Trust & Investment Management
Indiana
$97.7K
OA
1259
Operose Advisors
Wisconsin
$97.2K -$97.4K -166 -50%
NS
1260
NBC Securities
Alabama
$93.6K
TCM
1261
TD Capital Management
Tennessee
$93.3K
AWM
1262
Accredited Wealth Management
Kentucky
$92.6K +$247K +421 +272%
TTIC
1263
Tower Trust & Investment Company
Iowa
$90K
TJHA
1264
Thomas J. Herzfeld Advisors
Florida
$89.4K
MSWA
1265
Marshall & Sterling Wealth Advisors
New York
$87.4K
FWM
1266
FSA Wealth Management
Massachusetts
$86.4K
TCOT
1267
Trust Company of Toledo
Ohio
$86.4K
AWM
1268
AllSquare Wealth Management
New York
$85.2K
RCM
1269
Richardson Capital Management
Wisconsin
$84.6K
PS
1270
Pinney & Scofield
Massachusetts
$79.9K
MG
1271
MilWealth Group
Wisconsin
$78.7K
RL
1272
Rogco LP
Oklahoma
$77.5K
OWP
1273
ORG Wealth Partners
Texas
$77.4K
MDCM
1274
Morgan Dempsey Capital Management
Wisconsin
$74.7K
HNB
1275
Hilltop National Bank
Wyoming
$74.5K