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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
CBT
326
Crews Bank & Trust
Florida
$3.52M
MAA
327
Matrix Asset Advisors
New York
$3.51M
EW
328
Elyxium Wealth
California
$3.51M
ASN
329
Advisory Services Network
Georgia
$3.51M
CRIG
330
Charter Research & Investment Group
Connecticut
$3.5M
CL
331
Choreo LLC
Illinois
$3.49M
FT
332
Fiduciary Trust
Massachusetts
$3.48M
CPA
333
Clear Point Advisors
New York
$3.46M
AGAM
334
Audent Global Asset Management
California
$3.4M
PWP
335
Precedent Wealth Partners
Texas
$3.37M
PAG
336
Paladin Advisory Group
Iowa
$3.32M
SC
337
Sepio Capital
Utah
$3.29M
ST
338
Sentinel Trust
Texas
$3.28M
RBC
339
Romano Brothers & Co
Illinois
$3.26M
FA
340
Flagstar Advisors
New York
$3.24M
WCM
341
Washburn Capital Management
Florida
$3.21M
WPP
342
Whalerock Point Partners
Rhode Island
$3.2M
SAM
343
Silvercrest Asset Management
New York
$3.19M
UCFA
344
United Capital Financial Advisors
Texas
$3.19M
WAP
345
Wealthcare Advisory Partners
Pennsylvania
$3.16M
BCI
346
Brinker Capital Investments
Pennsylvania
$3.15M
SC
347
Steph & Co
Wisconsin
$3.14M
PIM
348
Penobscot Investment Management
Massachusetts
$3.13M
GI
349
GAMCO Investors
Connecticut
$3.12M
JIC
350
Joel Isaacson & Co
New York
$3.1M