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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
Victory Capital Management
251
Victory Capital Management
Texas
$5.21M
BWP
252
Balboa Wealth Partners
Arizona
$5.19M
CPA
253
Court Place Advisors
Maryland
$5.17M
BONH
254
Bank of New Hampshire
New Hampshire
$5.15M
CCFCSB
255
Cape Cod Five Cents Savings Bank
Massachusetts
$5.13M
MFA
256
Mayflower Financial Advisors
Massachusetts
$5.11M
BF
257
BOK Financial
Oklahoma
$5.1M
BPA
258
Beacon Pointe Advisors
California
$5.01M
CCM
259
Colorado Capital Management
Colorado
$5M
ATPW
260
Ashton Thomas Private Wealth
Arizona
$4.98M
CAG
261
Crestwood Advisors Group
Massachusetts
$4.98M
MIC
262
Meridian Investment Counsel
California
$4.96M
Jones Financial Companies
263
Jones Financial Companies
Missouri
$4.86M
Millennium Management
264
Millennium Management
New York
$4.84M
MFG
265
Midwest Financial Group
Kansas
$4.84M
ABC
266
Associated Banc-Corp
Wisconsin
$4.83M
PWM
267
Paulson Wealth Management
Illinois
$4.81M
HSBC Holdings
268
HSBC Holdings
United Kingdom
$4.76M
ANTB
269
AMG National Trust Bank
Colorado
$4.74M
HCM
270
Highview Capital Management
Illinois
$4.67M
BC
271
Barrett & Company
Rhode Island
$4.65M
CHJWM
272
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.63M
BCG
273
Breakwater Capital Group
New Jersey
$4.63M
AWM
274
Apollon Wealth Management
South Carolina
$4.61M
PWM
275
Perigon Wealth Management
California
$4.59M