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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 %
PA
301
PFG Advisors
Arizona
$3.97M +$692K +1,222 +21%
USCWA
302
U.S. Capital Wealth Advisors
Texas
$3.93M +$96.9K +171 +3%
FTWA
303
Fifth Third Wealth Advisors
Ohio
$3.92M +$1.69M +2,982 +76%
SWP
304
Sagespring Wealth Partners
Tennessee
$3.92M -$386K -682 -9%
SWM
305
Segment Wealth Management
Texas
$3.89M -$37.4K -66 -1%
BFWA
306
Benchmark Financial Wealth Advisors
Florida
$3.87M -$388K -685 -9%
BP
307
Ballentine Partners
Massachusetts
$3.86M -$13K -23 -0.3%
B
308
Bailard
California
$3.81M +$198K +350 +5%
GL
309
Graypoint LLC
New York
$3.79M +$576K +1,017 +18%
USB
310
Union Savings Bank
Connecticut
$3.79M -$125K -217 -3%
NAS
311
Nicolet Advisory Services
Wisconsin
$3.75M +$462K +815 +14%
OIA
312
OneDigital Investment Advisors
Kansas
$3.74M -$167K -295 -4%
GEA
313
Glen Eagle Advisors
New Jersey
$3.7M -$21.5K -38 -0.6%
BA
314
Bristlecone Advisors
Washington
$3.68M -$11.3K -20 -0.3%
NA
315
NewEdge Advisors
Louisiana
$3.67M +$288K +508 +9%
FCBT
316
First Citizens Bank & Trust
North Carolina
$3.66M +$221K +391 +6%
KFGK
317
Keystone Financial Group (Kentucky)
Kentucky
$3.64M -$16.5K -29 -0.5%
TIP
318
Tandem Investment Partners
New Jersey
$3.61M -$250K -441 -6%
WC
319
Woodstock Corp
Massachusetts
$3.6M +$91.8K +162 +3%
SL
320
Salomon & Ludwin
Virginia
$3.59M -$12.7K -22 -0.4%
GT
321
Greenleaf Trust
Michigan
$3.54M -$64K -113 -2%
NCFG
322
New Century Financial Group
New Jersey
$3.52M -$86.7K -153 -2%
CBT
323
Crews Bank & Trust
Florida
$3.52M -$14.2K -25 -0.4%
MAA
324
Matrix Asset Advisors
New York
$3.51M -$152K -269 -4%
EW
325
Elyxium Wealth
California
$3.51M