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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 %
Envestnet Portfolio Solutions
401
Envestnet Portfolio Solutions
Illinois
$2.44M -$925K -1,733 -27%
CWM
402
Connecticut Wealth Management
Connecticut
$2.44M -$15.5K -29 -0.6%
WPA
403
West Paces Advisors
Georgia
$2.43M
GHAM
404
Gilman Hill Asset Management
Connecticut
$2.43M
LA
405
LM Advisors
California
$2.41M +$899K +1,685 +60%
EPA
406
Element Pointe Advisors
Florida
$2.4M
DTC
407
Davidson Trust Company
Washington
$2.4M
WB
408
WesBanco Bank
West Virginia
$2.39M +$83.2K +156 +4%
MWM
409
Meridian Wealth Management
Kentucky
$2.38M -$3.74K -7 -0.2%
HVIA
410
Hudson Valley Investment Advisors
New York
$2.37M -$33.6K -63 -1%
SSW
411
Stone Summit Wealth
Florida
$2.37M +$29.3K +55 +1%
DT
412
Diversified Trust
Tennessee
$2.36M -$242K -453 -9%
NGA
413
Naples Global Advisors
Florida
$2.36M -$144K -270 -6%
SIAP
414
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.34M -$46.4K -87 -2%
CS
415
Crescent Sterling
Louisiana
$2.33M +$132K +247 +6%
LWA
416
Lowe Wealth Advisors
Maryland
$2.33M +$33.1K +62 +1%
EW
417
Element Wealth
Mississippi
$2.33M -$28.8K -54 -1%
WCM
418
WealthBridge Capital Management
Ohio
$2.33M -$43.7K -82 -2%
VC
419
Veracity Capital
Georgia
$2.33M
RW
420
RVW Wealth
California
$2.3M -$805K -1,509 -26%
SIC
421
Salem Investment Counselors
North Carolina
$2.24M
PAS
422
PKS Advisory Services
New York
$2.24M -$351K -658 -14%
LC
423
Lavaca Capital
Texas
$2.24M
WIC
424
Whitegate Investment Counselors
New Hampshire
$2.21M
BFG
425
Baron Financial Group
New Jersey
$2.2M -$12.3K -23 -0.6%