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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 %
RWP
426
Revolve Wealth Partners
New Jersey
$2.14M -$2.67K -5 -0.1%
TPW
427
Transatlantique Private Wealth
New York
$2.13M -$24K -45 -1%
CG
428
Caprock Group
Idaho
$2.13M +$86.1K +161 +4%
CIAS
429
Capital Investment Advisory Services
North Carolina
$2.12M -$18.7K -35 -0.9%
SWP
430
Stratos Wealth Partners
Ohio
$2.1M +$10.7K +20 +0.5%
FTWA
431
Fifth Third Wealth Advisors
Ohio
$2.1M +$84.8K +159 +4%
CF
432
Centaurus Financial
California
$2.09M +$97.1K +182 +5%
CA
433
Cambridge Advisors
Nebraska
$2.07M
AWF
434
Alpha Wealth Funds
Utah
$2.06M -$253K -475 -11%
ZIC
435
ZWJ Investment Counsel
Georgia
$2.06M -$183K -343 -8%
IFS
436
Intelligent Financial Strategies
Minnesota
$2.06M
IAIM
437
International Assets Investment Management
Florida
$2.06M -$39.5K -74 -2%
AIFAIM
438
American Institute for Advanced Investment Management
Arizona
$2.05M
KPWS
439
Kestra Private Wealth Services
Texas
$2M +$38.9K +73 +2%
VWM
440
Venturi Wealth Management
Texas
$2M +$41.1K +77 +2%
CWM
441
ClientFirst Wealth Management
Arkansas
$2M
TWM
442
Topsail Wealth Management
North Carolina
$1.99M +$549K +1,030 +38%
ATFA
443
All Terrain Financial Advisors
Minnesota
$1.98M
RWP
444
RWA Wealth Partners
Massachusetts
$1.98M -$430K -806 -18%
TPI
445
Trust Point Inc
Wisconsin
$1.98M -$2.67K -5 -0.1%
PCM
446
Park Capital Management
Wisconsin
$1.97M -$34.7K -65 -2%
LC
447
Lindbrook Capital
California
$1.96M
MSAM
448
Moloney Securities Asset Management
Missouri
$1.96M -$91.2K -171 -4%
OSNBOA
449
Old Second National Bank of Aurora
Illinois
$1.95M -$6.4K -12 -0.3%
NP
450
NorthRock Partners
Minnesota
$1.92M +$48.5K +91 +3%