MDY icon

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 %
RMDI
301
R.M. Davis Inc
Maine
$3.77M -$5.34K -10 -0.1%
TVWM
302
Tower View Wealth Management
Wisconsin
$3.74M +$801K +1,501 +27%
NC
303
NBW Capital
Massachusetts
$3.71M -$885K -1,659 -19%
P
304
&Partners
Tennessee
$3.7M +$418K +785 +13%
SWM
305
Segment Wealth Management
Texas
$3.7M -$240K -450 -6%
QC
306
Quadrature Capital
United Kingdom
$3.69M -$550K -1,032 -13%
OIA
307
OneDigital Investment Advisors
Kansas
$3.68M -$117K -220 -3%
Jones Financial Companies
308
Jones Financial Companies
Missouri
$3.66M +$806K +1,515 +28%
BP
309
Ballentine Partners
Massachusetts
$3.65M +$111K +208 +3%
TIP
310
Tandem Investment Partners
New Jersey
$3.63M -$2.18M -4,080 -37%
SCA
311
Snowden Capital Advisors
New York
$3.63M -$95.7K -179 -3%
USB
312
Union Savings Bank
Connecticut
$3.63M -$6.4K -12 -0.2%
USCWA
313
U.S. Capital Wealth Advisors
Texas
$3.61M +$41.1K +77 +1%
CA
314
Capital Advantage
California
$3.6M
PCP
315
Proficio Capital Partners
Massachusetts
$3.56M +$34.8K +65 +1%
CPSAC
316
Chas P. Smith & Associates (CPS)
Florida
$3.56M -$9.07K -17 -0.3%
WCM
317
Washburn Capital Management
Florida
$3.56M -$118K -2,020 -3%
KTA
318
Keeley-Teton Advisors
Illinois
$3.55M +$277K +519 +8%
GEA
319
Glen Eagle Advisors
New Jersey
$3.5M -$3.74K -7 -0.1%
GAM
320
Gould Asset Management
California
$3.49M +$37.3K +70 +1%
KFGK
321
Keystone Financial Group (Kentucky)
Kentucky
$3.49M -$764K -1,411 -18%
BA
322
Bristlecone Advisors
Washington
$3.47M -$115K -215 -3%
MAA
323
Matrix Asset Advisors
New York
$3.45M -$51.8K -97 -1%
ST
324
Sentinel Trust
Texas
$3.44M -$74.2K -139 -2%
AQR Capital Management
325
AQR Capital Management
Connecticut
$3.42M +$747K +1,401 +28%