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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
CTWM
1326
Cherry Tree Wealth Management
Minnesota
$26.2K
OP
1327
ORG Partners
Indiana
$25.6K
CW
1328
Curio Wealth
Maryland
$24.4K
WB
1329
Webster Bank
Connecticut
$20.9K
CT
1330
Clearstead Trust
Maine
$19.1K
CAL
1331
Capital Analysts LLC
Pennsylvania
$18K -$9.39K -16 -36%
AFWM
1332
Abich Financial Wealth Management
Virginia
$17.9K +$17.6K +30 New
SGK
1333
Steigerwald Gordon & Koch
Virginia
$17.9K +$17.6K +30 New
CWM
1334
Consultiva Wealth Management
Puerto Rico
$16.7K
GCM
1335
Gables Capital Management
Florida
$16.1K
NEWAS
1336
N.E.W. Advisory Services
Wisconsin
$15.9K
BFS
1337
Burkett Financial Services
South Carolina
$15.2K +$587 +1 +4%
PPA
1338
Painted Porch Advisors
California
$14.9K
CFS
1339
CGC Financial Services
Oregon
$14.9K +$14.7K +25 New
GWSA
1340
Global Wealth Strategies & Associates
Colorado
$14.3K +$14.1K +24 New
CFG
1341
CKW Financial Group
Hawaii
$12K
TSMHT
1342
Thurston Springer Miller Herd & Titak
Indiana
$11.9K -$345K -587 -97%
MMCM
1343
Murphy & Mullick Capital Management
New York
$10.7K
SIS
1344
Sound Income Strategies
Florida
$10.7K -$855K -1,456 -99%
VNA
1345
Valley National Advisers
Pennsylvania
$10K
NFSG
1346
Newbridge Financial Services Group
Florida
$9.87K
MAFA
1347
MJT & Associates Financial Advisory
Minnesota
$9.54K +$9.39K +16 New
KTC
1348
Kentucky Trust Company
Kentucky
$9.54K
DF
1349
Dunhill Financial
United Kingdom
$8.34K +$8.22K +14 New
HWA
1350
HHM Wealth Advisors
Tennessee
$7.75K