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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
TWM
126
Thrive Wealth Management
Pennsylvania
$12.8M +$59.3K +101 +0.5%
MA
127
MCF Advisors
Kentucky
$12.7M -$97.4K -166 -0.8%
CT
128
Caldwell Trust
Florida
$12.6M -$335K -571 -3%
ONB
129
Old National Bancorp
Indiana
$12.4M -$353K -601 -3%
SC
130
Savant Capital
Illinois
$12.2M +$95.7K +163 +0.8%
TCA
131
Trifecta Capital Advisors
Illinois
$12M -$38.2K -65 -0.3%
CIC
132
Carnegie Investment Counsel
Ohio
$11.9M -$123K -209 -1%
JA
133
JVL Associates
Michigan
$11.8M -$8.8K -15 -0.1%
CPG
134
Cornerstone Planning Group
New Jersey
$11.8M +$109M +186,121 +564,003%
Kovitz Investment Group Partners
135
Kovitz Investment Group Partners
Illinois
$11.7M +$1.34M +2,275 +13%
WFA
136
Wellspring Financial Advisors
Ohio
$11.3M -$420K -716 -4%
CFO
137
Callan Family Office
Pennsylvania
$11.3M -$532K -906 -5%
LFS
138
Lutz Financial Services
Nebraska
$11.2M -$150K -255 -1%
CC
139
Corsicana & Co
Texas
$11.2M +$11M +18,760 New
DBIA
140
Dumont & Blake Investment Advisors
New Jersey
$11.1M -$28.2K -48 -0.3%
CAG
141
Csenge Advisory Group
Florida
$11M +$706K +1,202 +7%
CCB
142
Country Club Bank
Missouri
$11M -$289K -493 -3%
PCA
143
Peddock Capital Advisors
Massachusetts
$10.3M +$89.8K +153 +0.9%
HFAS
144
Hummer Financial Advisory Services
Illinois
$10.3M -$22.9K -39 -0.2%
BBHC
145
Brown Brothers Harriman & Co
New York
$10.2M -$48.1K -82 -0.5%
LA
146
Legacy Advisors
Pennsylvania
$10.2M +$10M +17,097 New
CP
147
Canopy Partners
Ohio
$10.2M -$20.5K -35 -0.2%
MCCA
148
Mill Creek Capital Advisors
Pennsylvania
$10.2M +$31.1K +53 +0.3%
IC
149
IEQ Capital
California
$10.2M +$1.67M +2,851 +20%
CWP
150
Cyndeo Wealth Partners
Florida
$10M -$587 -1 -0%