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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
LW
201
Linscomb Wealth
Texas
$6.72M
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$6.65M
CGH
203
CMG Global Holdings
Texas
$6.63M
AIP
204
Alexis Investment Partners
Texas
$6.63M
SCM
205
Shapiro Capital Management
Georgia
$6.56M
LPAM
206
Lodestar Private Asset Management
California
$6.54M
GIM
207
Goelzer Investment Management
Indiana
$6.54M
LI
208
Latigo Investments
Florida
$6.53M
PWMAG
209
Pinnacle Wealth Management Advisory Group
New Jersey
$6.44M
BEC
210
Blue Edge Capital
Virginia
$6.35M
PWM
211
Paulson Wealth Management
Illinois
$6.34M
MPCA
212
Madison Park Capital Advisors
Washington
$6.3M
ATC
213
Adirondack Trust Company
New York
$6.24M
HFS
214
Hopwood Financial Services
Virginia
$6.24M
PAM
215
Palisade Asset Management
Minnesota
$6.22M
RIS
216
Retirement Income Solutions
Michigan
$6.21M
LIM
217
Leavell Investment Management
Alabama
$6.18M
DPI
218
Diversified Portfolios Inc
Michigan
$6.18M
GSC
219
G&S Capital
Colorado
$6.15M
DWP
220
Daymark Wealth Partners
Ohio
$6.14M
SF
221
Summit Financial
New Jersey
$6.14M
BPWM
222
Badgley Phelps Wealth Managers
Washington
$6.13M
GF
223
Gries Financial
Ohio
$6.11M
NCG
224
Newport Capital Group
New Jersey
$6.01M
WA
225
Wilmar Advisors
Florida
$5.96M