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State Street SPDR S&P MIDCAP 400 ETF Trust

1,425 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 148 funds opening new positions, 356 increasing their positions, 491 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: 63.65%63.8% (+0.15%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

27% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 491

Holders
1,425
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
NW
201
NewEdge Wealth
Pennsylvania
$6.84M
PAG
202
Private Advisor Group
New Jersey
$6.84M
LPAM
203
Lodestar Private Asset Management
California
$6.83M
LW
204
Linscomb Wealth
Texas
$6.81M
VAS
205
Vestmark Advisory Solutions
Massachusetts
$6.78M
CB
206
Community Bank
New York
$6.76M
FHC
207
First Horizon Corporation
Tennessee
$6.74M
HA
208
Hanover Advisors
South Carolina
$6.71M
SA
209
Sanctuary Advisors
Indiana
$6.65M
LI
210
Latigo Investments
Florida
$6.61M
GIM
211
Goelzer Investment Management
Indiana
$6.56M
PWMAG
212
Pinnacle Wealth Management Advisory Group
New Jersey
$6.53M
DM
213
Diversified Management
Wisconsin
$6.49M
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$6.47M
WA
215
Winter & Associates
Minnesota
$6.46M
MPCA
216
Madison Park Capital Advisors
Washington
$6.44M
PAM
217
Palisade Asset Management
Minnesota
$6.3M
Jones Financial Companies
218
Jones Financial Companies
Missouri
$6.3M
HFS
219
Hopwood Financial Services
Virginia
$6.28M
GSC
220
G&S Capital
Colorado
$6.27M
RIS
221
Retirement Income Solutions
Michigan
$6.23M
ATC
222
Adirondack Trust Company
New York
$6.22M
LIM
223
Leavell Investment Management
Alabama
$6.22M
NCG
224
Newport Capital Group
New Jersey
$6.21M
ATWA
225
Arbor Trust Wealth Advisors
Michigan
$6.2M