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SPDR S&P MidCap 400 ETF Trust

1,325 hedge funds and large institutions have $14.2B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 325 increasing their positions, 510 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,325
Holders Change
-16
Holders Change %
-1.19%
% of All Funds
17.77%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.76%
New
84
Increased
325
Reduced
510
Closed
65
Calls
$535M
Puts
$407M
Net Calls
+$128M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
226
Daymark Wealth Partners
Ohio
$5.82M +$146K +257 +3%
Balyasny Asset Management
227
Balyasny Asset Management
Illinois
$5.74M +$640K +1,130 +13%
SF
228
Summit Financial
New Jersey
$5.71M +$343K +603 +6%
BPWM
229
Badgley Phelps Wealth Managers
Washington
$5.71M +$264K +465 +5%
AF
230
Allworth Financial
California
$5.7M +$966K +1,705 +20%
GSC
231
G&S Capital
Colorado
$5.69M -$2.83K -5 -0%
WA
232
Wilmar Advisors
Florida
$5.66M
RC
233
RBF Capital
California
$5.66M
NCG
234
Newport Capital Group
New Jersey
$5.63M +$233K +411 +4%
PWAM
235
Private Wealth Asset Management
Iowa
$5.62M -$326K -575 -5%
CTC
236
Central Trust Company
Missouri
$5.55M +$48.2K +85 +0.9%
AIP
237
Alexis Investment Partners
Texas
$5.54M -$819K -1,445 -13%
MFG
238
Merit Financial Group
Georgia
$5.48M -$34.6K -61 -0.6%
ST
239
Sageworth Trust
Pennsylvania
$5.42M -$6.23K -11 -0.1%
M
240
MOTCO
Texas
$5.4M +$169K +294 +3%
RCA
241
Resonant Capital Advisors
Wisconsin
$5.37M -$152K -267 -3%
MWM
242
Modera Wealth Management
New Jersey
$5.37M -$49.3K -87 -0.9%
TRSOTSOK
243
Teachers Retirement System of the State of Kentucky
Kentucky
$5.35M
PAM
244
Peak Asset Management
Colorado
$5.33M -$94K -166 -2%
TT
245
TI-Trust
Illinois
$5.31M +$143K +253 +3%
FLPIM
246
F.L. Putnam Investment Management
Massachusetts
$5.27M -$435K -768 -8%
HI
247
Harbour Investments
Wisconsin
$5.27M +$342K +604 +7%
FCM
248
Firestone Capital Management
Florida
$5.22M -$6.8K -12 -0.1%
Victory Capital Management
249
Victory Capital Management
Texas
$5.21M -$3M -5,300 -37%
BWP
250
Balboa Wealth Partners
Arizona
$5.19M +$26.6K +47 +0.5%