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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
MLL
501
Moody Lynn & Lieberson
Massachusetts
$1.53M
MHIC
502
Marble Harbor Investment Counsel
Massachusetts
$1.53M
VA
503
Valmark Advisers
Ohio
$1.52M
TH
504
TCTC Holdings
Texas
$1.52M
CCC
505
Compass Capital Corp
Massachusetts
$1.52M
GAM
506
GEM Asset Management
Michigan
$1.51M
ATI
507
ARK & TLK Investments
Oklahoma
$1.51M
SWA
508
Stratos Wealth Advisors
Ohio
$1.5M
DI
509
Disciplined Investments
Oklahoma
$1.49M
EFS
510
Essex Financial Services
Connecticut
$1.48M
SB
511
Semitam Bonam
New York
$1.48M
HT
512
Headlands Technologies
Illinois
$1.48M
BFS
513
Bradley Foster & Sargent
Connecticut
$1.47M
Deutsche Bank
514
Deutsche Bank
Germany
$1.45M
SYBT
515
Stock Yards Bank & Trust
Kentucky
$1.44M
CFC
516
Coyle Financial Counsel
Illinois
$1.42M
AWM
517
Axxcess Wealth Management
California
$1.42M
CSP
518
Cary Street Partners
Virginia
$1.42M
UWPG
519
Ullmann Wealth Partners Group
Florida
$1.42M
AI
520
Atria Investments
North Carolina
$1.41M
STA
521
Summit Trail Advisors
New York
$1.41M
ZBNA
522
Zions Bancorporation, National Association
Utah
$1.4M
OPCM
523
Osborne Partners Capital Management
California
$1.4M
ET
524
Equitable Trust
Tennessee
$1.4M
ZF
525
Zhang Financial
Michigan
$1.39M