We are live on ! Find out more
MDY icon

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
FHC
201
First Horizon Corporation
Tennessee
$6.72M +$6.62M +11,282 New
LW
202
Linscomb Wealth
Texas
$6.72M -$118K -201 -2%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$6.65M -$481K -820 -7%
CGH
204
CMG Global Holdings
Texas
$6.63M +$434K +739 +7%
AIP
205
Alexis Investment Partners
Texas
$6.63M +$795K +1,354 +14%
SCM
206
Shapiro Capital Management
Georgia
$6.56M +$6.46M +11,000 New
LPAM
207
Lodestar Private Asset Management
California
$6.54M +$69.8K +119 +1%
GIM
208
Goelzer Investment Management
Indiana
$6.54M -$68.7K -117 -1%
LI
209
Latigo Investments
Florida
$6.53M
PWMAG
210
Pinnacle Wealth Management Advisory Group
New Jersey
$6.44M -$106K -180 -2%
BEC
211
Blue Edge Capital
Virginia
$6.35M -$223K -380 -3%
PWM
212
Paulson Wealth Management
Illinois
$6.34M +$1.26M +2,148 +25%
MPCA
213
Madison Park Capital Advisors
Washington
$6.3M -$57.5K -98 -0.9%
ATC
214
Adirondack Trust Company
New York
$6.24M +$51.7K +88 +0.8%
HFS
215
Hopwood Financial Services
Virginia
$6.24M -$63.4K -108 -1%
PAM
216
Palisade Asset Management
Minnesota
$6.22M
RIS
217
Retirement Income Solutions
Michigan
$6.21M +$18.2K +31 +0.3%
LIM
218
Leavell Investment Management
Alabama
$6.18M -$214K -364 -3%
DPI
219
Diversified Portfolios Inc
Michigan
$6.18M -$11.7K -20 -0.2%
GSC
220
G&S Capital
Colorado
$6.15M +$157K +268 +3%
DWP
221
Daymark Wealth Partners
Ohio
$6.14M +$19.4K +33 +0.3%
SF
222
Summit Financial
New Jersey
$6.14M +$148K +252 +3%
BPWM
223
Badgley Phelps Wealth Managers
Washington
$6.13M +$122K +208 +2%
GF
224
Gries Financial
Ohio
$6.11M -$29.9K -51 -0.5%
NCG
225
Newport Capital Group
New Jersey
$6.01M +$86.9K +148 +1%