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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
BWAM
176
Boyd Watterson Asset Management
Ohio
$8.31M
BPC
177
Bearing Point Capital
Minnesota
$8.3M
CTA
178
Chesley Taft & Associates
Illinois
$8.04M
TA
179
TKG Advisors
Indiana
$7.95M
ATWA
180
Arbor Trust Wealth Advisors
Michigan
$7.92M
BB
181
Busey Bank
Illinois
$7.73M
PCFFS
182
Pacific Center for Financial Services
California
$7.69M
OC
183
Oppenheimer & Co
New York
$7.66M
SCA
184
STALEY CAPITAL ADVISERS
Pennsylvania
$7.66M
BFO
185
Boston Family Office
Massachusetts
$7.58M
MWA
186
Meridian Wealth Advisors
Texas
$7.57M
SF
187
Synovus Financial
Georgia
$7.53M
GBT
188
Grove Bank & Trust
Florida
$7.42M
WA
189
Waverly Advisors
Alabama
$7.28M
ITC
190
Inspire Trust Company
Nevada
$7.15M
SHGA
191
Sand Hill Global Advisors
California
$7.12M
YCM
192
Yousif Capital Management
Michigan
$7.01M
MBTD
193
Mechanics Bank - Trust Department
California
$7M
CGPCS
194
Capital Group Private Client Services
California
$6.99M
PAG
195
Private Advisor Group
New Jersey
$6.91M
CB
196
Community Bank
New York
$6.88M
DWM
197
Dakota Wealth Management
Florida
$6.82M
HA
198
Hanover Advisors
South Carolina
$6.78M
AF
199
Allworth Financial
California
$6.74M
FHC
200
First Horizon Corporation
Tennessee
$6.72M