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State Street SPDR S&P MIDCAP 400 ETF Trust

1,430 hedge funds and large institutions have $15.6B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 356 increasing their positions, 492 reducing their positions, and 56 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.15% more ownership

Funds ownership: 63.84%63.99% (+0.15%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

28% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 492

Holders
1,430
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$682M
Puts
$325M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Paulson Wealth Management
Illinois
$6.89M
NW
202
NewEdge Wealth
Pennsylvania
$6.84M
PAG
203
Private Advisor Group
New Jersey
$6.84M
LPAM
204
Lodestar Private Asset Management
California
$6.83M
LW
205
Linscomb Wealth
Texas
$6.81M
VAS
206
Vestmark Advisory Solutions
Massachusetts
$6.78M
CB
207
Community Bank
New York
$6.76M
FHC
208
First Horizon Corporation
Tennessee
$6.74M
HA
209
Hanover Advisors
South Carolina
$6.71M
SA
210
Sanctuary Advisors
Indiana
$6.65M
LI
211
Latigo Investments
Florida
$6.61M
GIM
212
Goelzer Investment Management
Indiana
$6.56M
PWMAG
213
Pinnacle Wealth Management Advisory Group
New Jersey
$6.53M
DM
214
Diversified Management
Wisconsin
$6.49M
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$6.47M
WA
216
Winter & Associates
Minnesota
$6.46M
MPCA
217
Madison Park Capital Advisors
Washington
$6.44M
PAM
218
Palisade Asset Management
Minnesota
$6.3M
Jones Financial Companies
219
Jones Financial Companies
Missouri
$6.3M
HFS
220
Hopwood Financial Services
Virginia
$6.28M
GSC
221
G&S Capital
Colorado
$6.27M
RIS
222
Retirement Income Solutions
Michigan
$6.23M
ATC
223
Adirondack Trust Company
New York
$6.22M
LIM
224
Leavell Investment Management
Alabama
$6.22M
NCG
225
Newport Capital Group
New Jersey
$6.21M