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SPDR S&P MidCap 400 ETF Trust

1,341 hedge funds and large institutions have $13.3B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 367 increasing their positions, 482 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,341
Holders Change
-48
Holders Change %
-3.46%
% of All Funds
18.22%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
0.9%
New
76
Increased
367
Reduced
482
Closed
94
Calls
$468M
Puts
$307M
Net Calls
+$161M
Net Calls Change
-$9.79M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
251
Colorado Capital Management
Colorado
$5.03M -$129K -242 -3%
VFG
252
Victory Financial Group
Texas
$5.01M -$5.54M -10,550 -53%
BF
253
BOK Financial
Oklahoma
$4.99M -$10.7K -20 -0.2%
ABC
254
Associated Banc-Corp
Wisconsin
$4.94M +$297K +557 +6%
FCM
255
Firestone Capital Management
Florida
$4.92M -$238K -447 -5%
BPA
256
Beacon Pointe Advisors
California
$4.89M -$139K -261 -3%
TT
257
TI-Trust
Illinois
$4.87M +$205K +385 +4%
BWP
258
Balboa Wealth Partners
Arizona
$4.86M
BONH
259
Bank of New Hampshire
New Hampshire
$4.86M -$176K -329 -3%
M
260
MOTCO
Texas
$4.85M -$142K -267 -3%
SSA
261
SSA Swiss Advisors
$4.82M +$4.82M +9,028 New
CGH
262
CMG Global Holdings
Texas
$4.81M +$236K +453 +5%
Balyasny Asset Management
263
Balyasny Asset Management
Illinois
$4.8M +$1.65M +3,100 +53%
MFG
264
Midwest Financial Group
Kansas
$4.74M +$867K +1,626 +22%
MIC
265
Meridian Investment Counsel
California
$4.65M +$202K +378 +5%
HI
266
Harbour Investments
Wisconsin
$4.64M +$516K +968 +13%
ECM
267
ExodusPoint Capital Management
New York
$4.54M +$2.67M +5,011 +144%
Financial Engines Advisors
268
Financial Engines Advisors
California
$4.53M -$113K -211 -2%
HSBC Holdings
269
HSBC Holdings
United Kingdom
$4.52M -$415K -779 -8%
MMHP
270
Murphy Middleton Hinkle & Parker
Georgia
$4.5M +$1.07K +2 +0%
AWM
271
Apollon Wealth Management
South Carolina
$4.49M -$357K -669 -7%
ANTB
272
AMG National Trust Bank
Colorado
$4.46M -$26.7K -50 -0.6%
GWM
273
Geneos Wealth Management
Colorado
$4.46M +$4.3M +8,056 +2,650%
WJWM
274
Williams Jones Wealth Management
New York
$4.46M -$138K -258 -3%
PWM
275
Perigon Wealth Management
California
$4.44M +$485K +909 +12%