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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
CYG
1376
Clean Yield Group
Vermont
$29.6K
SNB
1377
Security National Bank
Nebraska
$29K
BLC
1378
Brown, Lisle/Cummings
Rhode Island
$29K
CWP
1379
Concord Wealth Partners
Virginia
$28.5K
AF
1380
Alerus Financial
North Dakota
$28.4K
CTWM
1381
Cherry Tree Wealth Management
Minnesota
$26.5K
PWA
1382
Physician Wealth Advisors
Utah
$25.3K
CW
1383
Curio Wealth
Maryland
$25.2K
MS
1384
Monetary Solutions
Ohio
$24.1K
SWM
1385
SHP Wealth Management
Massachusetts
$22.3K
WB
1386
Webster Bank
Connecticut
$21.1K
CPG
1387
Cornerstone Planning Group
New Jersey
$21.1K
SGK
1388
Steigerwald Gordon & Koch
Virginia
$18.1K
CAL
1389
Capital Analysts LLC
Pennsylvania
$18K
CWM
1390
Consultiva Wealth Management
Puerto Rico
$16.9K
GCM
1391
Gables Capital Management
Florida
$16.3K
NEWAS
1392
N.E.W. Advisory Services
Wisconsin
$16.1K
BFS
1393
Burkett Financial Services
South Carolina
$15.4K
CFS
1394
CGC Financial Services
Oregon
$15.1K
SEP
1395
Signature Equity Partners
Ohio
$15.1K
GWSA
1396
Global Wealth Strategies & Associates
Colorado
$12.1K
OW
1397
Olistico Wealth
Oklahoma
$12.1K
CFG
1398
CKW Financial Group
Hawaii
$12K
MMCM
1399
Murphy & Mullick Capital Management
New York
$10.9K
NFSG
1400
Newbridge Financial Services Group
Florida
$10K