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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 %
HCM
276
Highview Capital Management
Illinois
$4.37M
AF
277
Allworth Financial
California
$4.34M -$31.2K -60 -0.7%
BC
278
Barrett & Company
Rhode Island
$4.33M +$6.4K +12 +0.1%
BCG
279
Breakwater Capital Group
New Jersey
$4.29M +$464K +870 +12%
KFP
280
KMG Fiduciary Partners
Ohio
$4.22M -$88.6K -166 -2%
EH
281
Equitable Holdings
New York
$4.2M -$167K -313 -4%
PWM
282
Paulson Wealth Management
Illinois
$4.18M +$517K +970 +14%
BRG
283
Bay Rivers Group
Virginia
$4.17M -$120K -225 -3%
FF
284
Finley Financial
Nevada
$4.13M -$120K -230 -3%
NSIM
285
North Star Investment Management
Illinois
$4.11M +$170K +319 +4%
IFPG
286
Intrepid Financial Planning Group
Indiana
$4.1M -$106K -199 -3%
PFS
287
Prospera Financial Services
Texas
$4.08M +$47.5K +89 +1%
SWP
288
Sagespring Wealth Partners
Tennessee
$4.05M -$595K -1,115 -13%
SCG
289
Sonata Capital Group
Washington
$4.05M -$178K -333 -4%
EK
290
Evensky & Katz
Florida
$4.04M -$55.5K -104 -1%
ATPW
291
Ashton Thomas Private Wealth
Arizona
$4.02M
BFWA
292
Benchmark Financial Wealth Advisors
Florida
$4.01M -$492K -923 -11%
KeyBank National Association
293
KeyBank National Association
Ohio
$4.01M -$87K -163 -2%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$3.94M -$3.2K -6 -0.1%
FCP
295
Fidelis Capital Partners
Florida
$3.9M +$1.25M +2,418 +47%
NAM
296
NorthCrest Asset Manangement
Minnesota
$3.88M +$511K +957 +15%
HFRG
297
Houlihan Financial Resource Group
Virginia
$3.86M -$97.6K -183 -2%
JFG
298
JMG Financial Group
Illinois
$3.86M +$32K +60 +0.8%
CHJWM
299
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.81M +$17.4K +35 +0.5%
HTC
300
Haverford Trust Company
Pennsylvania
$3.79M