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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 %
BFA
526
Beaumont Financial Advisors
Massachusetts
$1.33M -$10.7K -20 -0.8%
SWM
527
SK Wealth Management
Rhode Island
$1.33M +$4.41K +9 +0.3%
SB
528
Sunflower Bank
Texas
$1.32M -$10.1K -19 -0.8%
STA
529
Summit Trail Advisors
New York
$1.32M +$107K +200 +9%
SWM
530
Spire Wealth Management
Virginia
$1.32M +$6.94K +13 +0.5%
SCM
531
Sunbeam Capital Management
Georgia
$1.32M -$22.4K -42 -2%
SYBT
532
Stock Yards Bank & Trust
Kentucky
$1.32M -$96K -180 -7%
SL
533
Sentinus LLC
Illinois
$1.32M +$20.3K +38 +2%
TSS
534
Two Sigma Securities
New York
$1.32M +$1.32M +2,468 New
VA
535
Valmark Advisers
Ohio
$1.32M -$45.9K -86 -3%
OWA
536
ORBA Wealth Advisors
Illinois
$1.31M -$32K -60 -2%
CCC
537
Compass Capital Corp
Massachusetts
$1.3M +$23.3K +48 +2%
MC
538
Middleton & Co
Massachusetts
$1.3M
FMWA
539
Forvis Mazars Wealth Advisors
Missouri
$1.3M -$8K -15 -0.6%
MBT
540
Montecito Bank & Trust
California
$1.29M
GAG
541
GM Advisory Group
New York
$1.29M
CAM
542
Cozad Asset Management
Illinois
$1.28M
LJAC
543
L.J. Altfest & Co
New York
$1.28M -$11.8M -22,067 -90%
AWM
544
Axxcess Wealth Management
California
$1.27M +$9.6K +18 +0.8%
ZF
545
Zhang Financial
Michigan
$1.27M +$82.7K +155 +7%
RIG
546
Renaissance Investment Group
Massachusetts
$1.27M -$2.4M -4,506 -66%
KWM
547
Kingsview Wealth Management
Oregon
$1.24M -$91.8K -172 -7%
BBWP
548
Beacon Bridge Wealth Partners
Pennsylvania
$1.23M +$1.6K +3 +0.1%
GI
549
GAMMA Investing
California
$1.23M +$1.1M +2,070 +888%
ACA
550
American Capital Advisory
Idaho
$1.23M -$28.3K -53 -2%