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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 %
VFG
276
Victory Financial Group
Texas
$4.5M -$903K -1,594 -17%
BRG
277
Bay Rivers Group
Virginia
$4.45M +$30K +53 +0.7%
FF
278
Finley Financial
Nevada
$4.42M -$62.3K -110 -1%
WJWM
279
Williams Jones Wealth Management
New York
$4.39M -$339K -598 -7%
PFS
280
Prospera Financial Services
Texas
$4.37M +$41.4K +73 +1%
CW
281
CreativeOne Wealth
Kansas
$4.36M +$751K +1,325 +21%
IFPG
282
Intrepid Financial Planning Group
Indiana
$4.35M -$2.27K -4 -0.1%
LNWWM
283
Laird Norton Wetherby Wealth Management
California
$4.32M +$4.32M +7,630 New
KFP
284
KMG Fiduciary Partners
Ohio
$4.31M -$172K -303 -4%
CPSAC
285
Chas P. Smith & Associates (CPS)
Florida
$4.31M +$532K +940 +14%
SCG
286
Sonata Capital Group
Washington
$4.24M -$68K -120 -2%
NAM
287
NorthCrest Asset Manangement
Minnesota
$4.22M -$9.9K -17 -0.2%
FCP
288
Fidelis Capital Partners
Florida
$4.22M -$85.9K -150 -2%
EK
289
Evensky & Katz
Florida
$4.22M -$73.6K -130 -2%
KeyBank National Association
290
KeyBank National Association
Ohio
$4.22M -$34.6K -61 -0.8%
HTC
291
Haverford Trust Company
Pennsylvania
$4.19M +$170K +300 +4%
JWCA
292
J.W. Cole Advisors
Florida
$4.16M +$1.06M +1,864 +34%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$4.15M -$34K -60 -0.8%
ECM
294
ExodusPoint Capital Management
New York
$4.13M -$691K -1,219 -14%
JFG
295
JMG Financial Group
Illinois
$4.09M -$6.8K -12 -0.2%
WSFS
296
Wilmington Savings Fund Society
Delaware
$4.07M -$1.79M -3,158 -31%
EH
297
Equitable Holdings
New York
$4.04M -$428K -755 -10%
NC
298
NBW Capital
Massachusetts
$4.01M +$69.1K +122 +2%
HFRG
299
Houlihan Financial Resource Group
Virginia
$3.98M -$159K -279 -4%
RMDI
300
R.M. Davis Inc
Maine
$3.97M -$27.8K -49 -0.7%