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SPDR S&P MidCap 400 ETF Trust

1,336 hedge funds and large institutions have $14.1B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 327 increasing their positions, 516 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 1,3471,336 (-11)

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

37% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 516

Holders
1,336
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
$535M
Puts
$407M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
226
Adirondack Trust Company
New York
$5.88M
GF
227
Gries Financial
Ohio
$5.83M
DWP
228
Daymark Wealth Partners
Ohio
$5.82M
Balyasny Asset Management
229
Balyasny Asset Management
Illinois
$5.74M
SF
230
Summit Financial
New Jersey
$5.71M
BPWM
231
Badgley Phelps Wealth Managers
Washington
$5.71M
AF
232
Allworth Financial
California
$5.7M
GSC
233
G&S Capital
Colorado
$5.69M
RC
234
RBF Capital
California
$5.66M
WA
235
Wilmar Advisors
Florida
$5.66M
NCG
236
Newport Capital Group
New Jersey
$5.63M
PWAM
237
Private Wealth Asset Management
Iowa
$5.62M
CTC
238
Central Trust Company
Missouri
$5.55M
AIP
239
Alexis Investment Partners
Texas
$5.54M
MFG
240
Merit Financial Group
Georgia
$5.48M
ST
241
Sageworth Trust
Pennsylvania
$5.42M
M
242
MOTCO
Texas
$5.4M
RCA
243
Resonant Capital Advisors
Wisconsin
$5.37M
MWM
244
Modera Wealth Management
New Jersey
$5.37M
TRSOTSOK
245
Teachers Retirement System of the State of Kentucky
Kentucky
$5.35M
PAM
246
Peak Asset Management
Colorado
$5.33M
TT
247
TI-Trust
Illinois
$5.31M
FLPIM
248
F.L. Putnam Investment Management
Massachusetts
$5.27M
HI
249
Harbour Investments
Wisconsin
$5.27M
FCM
250
Firestone Capital Management
Florida
$5.22M