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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 %
CWMK
401
Caliber Wealth Management (Kansas)
Kansas
$2.41M -$198K -350 -8%
TPCW
402
TD Private Client Wealth
New York
$2.39M +$892K +1,575 +60%
SIC
403
Salem Investment Counselors
North Carolina
$2.39M
WCM
404
WealthBridge Capital Management
Ohio
$2.38M -$87.8K -155 -4%
LC
405
Lavaca Capital
Texas
$2.38M
KPWS
406
Kestra Private Wealth Services
Texas
$2.38M +$250K +441 +12%
EW
407
Element Wealth
Mississippi
$2.38M -$95.7K -169 -4%
NP
408
NorthRock Partners
Minnesota
$2.36M +$322K +568 +16%
RW
409
RVW Wealth
California
$2.35M -$91.8K -162 -4%
WIC
410
Whitegate Investment Counselors
New Hampshire
$2.35M
WIC
411
Woodmont Investment Counsel
Tennessee
$2.34M +$1.85M +3,272 +379%
PAS
412
PKS Advisory Services
New York
$2.34M -$42.5K -75 -2%
SJIM
413
St. Johns Investment Management
Florida
$2.31M -$354K -625 -13%
GSWM
414
Golden State Wealth Management
California
$2.31M -$1.27M -2,244 -36%
FLP
415
Financial Life Planners
Arizona
$2.29M -$545K -962 -19%
RA
416
RFG Advisory
Alabama
$2.28M -$470K -829 -17%
CC
417
Courier Capital
New York
$2.27M -$334K -590 -13%
BFG
418
Baron Financial Group
New Jersey
$2.27M -$70.2K -124 -3%
IAIM
419
International Assets Investment Management
Florida
$2.26M +$73.6K +130 +3%
TPW
420
Transatlantique Private Wealth
New York
$2.24M -$18.1K -32 -0.8%
CIAS
421
Capital Investment Advisory Services
North Carolina
$2.24M -$6.23K -11 -0.3%
CA
422
Cambridge Advisors
Nebraska
$2.21M +$11.3K +20 +0.5%
HH
423
Hilltop Holdings
Texas
$2.2M +$490K +865 +29%
CIBC World Market
424
CIBC World Market
Ontario, Canada
$2.2M -$534K -943 -20%
HWM
425
HB Wealth Management
Georgia
$2.19M -$1.3M -2,289 -37%