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SPDR S&P MidCap 400 ETF Trust

1,333 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 84 funds opening new positions, 327 increasing their positions, 513 reducing their positions, and 66 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: 1,3431,333 (-10)

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

36% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 513

Holders
1,333
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
BWP
251
Balboa Wealth Partners
Arizona
$5.19M
CPA
252
Court Place Advisors
Maryland
$5.17M
BONH
253
Bank of New Hampshire
New Hampshire
$5.15M
MFA
254
Mayflower Financial Advisors
Massachusetts
$5.11M
BF
255
BOK Financial
Oklahoma
$5.1M
BPA
256
Beacon Pointe Advisors
California
$5.01M
CCM
257
Colorado Capital Management
Colorado
$5M
ATPW
258
Ashton Thomas Private Wealth
Arizona
$4.98M
CAG
259
Crestwood Advisors Group
Massachusetts
$4.98M
MIC
260
Meridian Investment Counsel
California
$4.96M
Jones Financial Companies
261
Jones Financial Companies
Missouri
$4.86M
Millennium Management
262
Millennium Management
New York
$4.84M
MFG
263
Midwest Financial Group
Kansas
$4.84M
ABC
264
Associated Banc-Corp
Wisconsin
$4.83M
PWM
265
Paulson Wealth Management
Illinois
$4.81M
HSBC Holdings
266
HSBC Holdings
United Kingdom
$4.76M
ANTB
267
AMG National Trust Bank
Colorado
$4.74M
HCM
268
Highview Capital Management
Illinois
$4.67M
BC
269
Barrett & Company
Rhode Island
$4.65M
CHJWM
270
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.63M
BCG
271
Breakwater Capital Group
New Jersey
$4.63M
AWM
272
Apollon Wealth Management
South Carolina
$4.61M
PWM
273
Perigon Wealth Management
California
$4.59M
Financial Engines Advisors
274
Financial Engines Advisors
California
$4.58M
NSIM
275
North Star Investment Management
Illinois
$4.57M