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SPDR S&P MidCap 400 ETF Trust

1,349 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 351 increasing their positions, 479 reducing their positions, and 45 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1.11% more ownership

Funds ownership: 62.53%63.64% (+1.1%)

1% more funds holding

Funds holding: 1,3381,349 (+11)

27% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 479

Holders
1,349
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$499M
Puts
$305M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
126
Thrive Wealth Management
Pennsylvania
$12.8M
MA
127
MCF Advisors
Kentucky
$12.7M
CT
128
Caldwell Trust
Florida
$12.6M
ONB
129
Old National Bancorp
Indiana
$12.4M
TCA
130
Trifecta Capital Advisors
Illinois
$12M
CIC
131
Carnegie Investment Counsel
Ohio
$11.9M
JA
132
JVL Associates
Michigan
$11.8M
CPG
133
Cornerstone Planning Group
New Jersey
$11.8M
Kovitz Investment Group Partners
134
Kovitz Investment Group Partners
Illinois
$11.7M
WFA
135
Wellspring Financial Advisors
Ohio
$11.3M
CFO
136
Callan Family Office
Pennsylvania
$11.3M
LFS
137
Lutz Financial Services
Nebraska
$11.2M
CC
138
Corsicana & Co
Texas
$11.2M
DBIA
139
Dumont & Blake Investment Advisors
New Jersey
$11.1M
CAG
140
Csenge Advisory Group
Florida
$11M
CCB
141
Country Club Bank
Missouri
$11M
PCA
142
Peddock Capital Advisors
Massachusetts
$10.3M
HFAS
143
Hummer Financial Advisory Services
Illinois
$10.3M
BBHC
144
Brown Brothers Harriman & Co
New York
$10.2M
LA
145
Legacy Advisors
Pennsylvania
$10.2M
CP
146
Canopy Partners
Ohio
$10.2M
MCCA
147
Mill Creek Capital Advisors
Pennsylvania
$10.2M
IC
148
IEQ Capital
California
$10.2M
CWP
149
Cyndeo Wealth Partners
Florida
$10M
WIA
150
World Investment Advisors
California
$9.9M