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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
WIA
151
World Investment Advisors
California
$9.9M +$362K +617 +4%
HTIM
152
Harbour Trust & Investment Management
Indiana
$9.57M -$331K -564 -3%
NB
153
NBT Bank
New York
$9.57M -$279K -475 -3%
FFBTD
154
First Financial Bank - Trust Division
Ohio
$9.56M -$139K -237 -1%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$9.55M +$754K +1,285 +9%
GFL
156
Granite FO LLC
New Hampshire
$9.55M -$7.04K -12 -0.1%
AM
157
AGF Management
Ontario, Canada
$9.54M -$32.3K -55 -0.3%
P
158
&Partners
Tennessee
$9.51M +$1.93M +3,289 +26%
MHWM
159
Montz Harcus Wealth Management
Louisiana
$9.45M +$63.4K +108 +0.7%
AI
160
Arvest Investments
Arkansas
$9.45M -$184K -314 -2%
GA
161
GFS Advisors
Texas
$9.42M -$17.6K -30 -0.2%
QCM
162
Quantinno Capital Management
New York
$9.38M -$164K -279 -2%
FMC
163
First Merchants Corp
Indiana
$9.35M -$222K -379 -2%
EWM
164
Evercore Wealth Management
New York
$9.35M -$88K -150 -0.9%
BCM
165
Brookstone Capital Management
Illinois
$9.2M -$546K -930 -6%
CFA
166
Capstone Financial Advisors
Illinois
$9.14M -$64.6K -110 -0.7%
HCM
167
Howard Capital Management
Georgia
$9.09M -$79.2K -135 -0.9%
NPT
168
Nixon Peabody Trust
Massachusetts
$9.07M -$736K -1,254 -8%
KIA
169
KCM Investment Advisors
California
$8.93M +$561K +955 +7%
RWB
170
RMR Wealth Builders
New Jersey
$8.88M +$129K +219 +1%
WANY
171
Wealthspire Advisors (New York)
New York
$8.88M -$255K -435 -3%
Franklin Resources
172
Franklin Resources
California
$8.52M -$2.93M -4,999 -26%
TIAA Trust, National Association
173
TIAA Trust, National Association
North Carolina
$8.48M -$189K -322 -2%
Legal & General Group
174
Legal & General Group
United Kingdom
$8.46M
SI
175
Seeds Investor
New York
$8.43M -$161K -275 -2%