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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
LWA
401
Lowe Wealth Advisors
Maryland
$2.46M
HVIA
402
Hudson Valley Investment Advisors
New York
$2.45M
SIAP
403
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.44M
CWMK
404
Caliber Wealth Management (Kansas)
Kansas
$2.41M
TPCW
405
TD Private Client Wealth
New York
$2.39M
SIC
406
Salem Investment Counselors
North Carolina
$2.39M
WCM
407
WealthBridge Capital Management
Ohio
$2.38M
LC
408
Lavaca Capital
Texas
$2.38M
KPWS
409
Kestra Private Wealth Services
Texas
$2.38M
EW
410
Element Wealth
Mississippi
$2.38M
NP
411
NorthRock Partners
Minnesota
$2.36M
RW
412
RVW Wealth
California
$2.35M
WIC
413
Whitegate Investment Counselors
New Hampshire
$2.35M
WIC
414
Woodmont Investment Counsel
Tennessee
$2.34M
PAS
415
PKS Advisory Services
New York
$2.34M
SJIM
416
St. Johns Investment Management
Florida
$2.31M
GSWM
417
Golden State Wealth Management
California
$2.31M
FLP
418
Financial Life Planners
Arizona
$2.29M
RA
419
RFG Advisory
Alabama
$2.28M
CC
420
Courier Capital
New York
$2.27M
BFG
421
Baron Financial Group
New Jersey
$2.27M
IAIM
422
International Assets Investment Management
Florida
$2.26M
TPW
423
Transatlantique Private Wealth
New York
$2.24M
CIAS
424
Capital Investment Advisory Services
North Carolina
$2.24M
CA
425
Cambridge Advisors
Nebraska
$2.21M