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SPDR S&P MidCap 400 ETF Trust

1,336 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 82 funds opening new positions, 327 increasing their positions, 516 reducing their positions, and 68 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: 1,3471,336 (-11)

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

37% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 516

Holders
1,336
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
NC
301
NBW Capital
Massachusetts
$4.01M
HFRG
302
Houlihan Financial Resource Group
Virginia
$3.98M
RMDI
303
R.M. Davis Inc
Maine
$3.97M
PA
304
PFG Advisors
Arizona
$3.97M
USCWA
305
U.S. Capital Wealth Advisors
Texas
$3.93M
FTWA
306
Fifth Third Wealth Advisors
Ohio
$3.92M
SWP
307
Sagespring Wealth Partners
Tennessee
$3.92M
SWM
308
Segment Wealth Management
Texas
$3.89M
BFWA
309
Benchmark Financial Wealth Advisors
Florida
$3.87M
BP
310
Ballentine Partners
Massachusetts
$3.86M
B
311
Bailard
California
$3.81M
GL
312
Graypoint LLC
New York
$3.79M
USB
313
Union Savings Bank
Connecticut
$3.79M
NAS
314
Nicolet Advisory Services
Wisconsin
$3.75M
OIA
315
OneDigital Investment Advisors
Kansas
$3.74M
GEA
316
Glen Eagle Advisors
New Jersey
$3.7M
BA
317
Bristlecone Advisors
Washington
$3.68M
NA
318
NewEdge Advisors
Louisiana
$3.67M
FCBT
319
First Citizens Bank & Trust
North Carolina
$3.66M
KFGK
320
Keystone Financial Group (Kentucky)
Kentucky
$3.64M
TIP
321
Tandem Investment Partners
New Jersey
$3.61M
WC
322
Woodstock Corp
Massachusetts
$3.6M
SL
323
Salomon & Ludwin
Virginia
$3.59M
GT
324
Greenleaf Trust
Michigan
$3.54M
NCFG
325
New Century Financial Group
New Jersey
$3.52M