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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
Bank of America
1
Bank of America
North Carolina
$1.23B -$107M -181,826 -8%
Morgan Stanley
2
Morgan Stanley
New York
$1.06B +$269M +458,372 +35%
Wells Fargo
3
Wells Fargo
California
$749M -$3.27M -5,575 -0.4%
Northern Trust
4
Northern Trust
Illinois
$649M -$7.2M -12,263 -1%
Goldman Sachs
5
Goldman Sachs
New York
$630M +$111M +189,187 +22%
US Bancorp
6
US Bancorp
Minnesota
$595M -$10.4M -17,673 -2%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$530M -$4.36M -7,422 -0.8%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$470M +$103M +175,255 +29%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$426M -$5.03M -8,573 -1%
UBS Group
10
UBS Group
Switzerland
$380M +$15.5M +26,326 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$316M +$1.76M +2,995 +0.6%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$300M +$1.1M +1,879 +0.4%
MCM
13
Moore Capital Management
New York
$203M -$172M -293,725 -46%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$202M -$57.5M -97,975 -22%
JP Morgan Chase
15
JP Morgan Chase
New York
$200M -$47.3M -80,601 -19%
Creative Planning
16
Creative Planning
Kansas
$171M +$13.1M +22,323 +8%
AllianceBernstein
17
AllianceBernstein
Tennessee
$153M -$4.6M -7,843 -3%
MCM
18
MAI Capital Management
Ohio
$149M +$671K +1,144 +0.5%
HighTower Advisors
19
HighTower Advisors
Illinois
$142M +$7.77M +13,231 +6%
Kayne Anderson Rudnick Investment Management
20
Kayne Anderson Rudnick Investment Management
California
$141M +$67.1M +114,376 +93%
Corient Private Wealth
21
Corient Private Wealth
Florida
$140M -$2.27M -3,874 -2%
ABTD
22
Arvest Bank Trust Division
Oklahoma
$139M +$413K +704 +0.3%
CCA
23
Conservest Capital Advisors
Pennsylvania
$130M -$297K -506 -0.2%
LPL Financial
24
LPL Financial
California
$103M +$149K +254 +0.1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$102M -$47.5K -81 -0%