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SPDR S&P MidCap 400 ETF Trust

1,326 hedge funds and large institutions have $14.2B invested in SPDR S&P MidCap 400 ETF Trust in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 325 increasing their positions, 510 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
-15
Holders Change %
-1.12%
% of All Funds
17.78%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.76%
New
84
Increased
325
Reduced
510
Closed
65
Calls
$535M
Puts
$407M
Net Calls
+$128M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
551
Kingsview Wealth Management
Oregon
$1.22M -$98K -173 -7%
FFA
552
Farther Finance Advisors
California
$1.21M +$204K +360 +20%
SCTC
553
Sanibel Captiva Trust Company
Florida
$1.21M +$13K +23 +1%
SCM
554
SOL Capital Management
Maryland
$1.2M +$28.3K +50 +2%
APA
555
Astoria Portfolio Advisors
New York
$1.19M
TA
556
TruWealth Advisors
Louisiana
$1.19M
EB
557
Emprise Bank
Kansas
$1.19M
BOH
558
Bank of Hawaii
Hawaii
$1.18M
SWA
559
SOA Wealth Advisors
New York
$1.18M -$94K -166 -7%
MCM
560
Manchester Capital Management
Vermont
$1.18M -$255K -450 -18%
JWA
561
JFS Wealth Advisors
Pennsylvania
$1.17M -$8.5K -15 -0.7%
BMC
562
Bear Mountain Capital
Washington
$1.17M
EAM
563
Evanson Asset Management
California
$1.17M +$63.5K +112 +6%
FFG
564
Frisch Financial Group
New York
$1.17M -$22.7K -40 -2%
FFS
565
Founders Financial Securities
Maryland
$1.16M +$9.63K +17 +0.8%
DWT
566
Dorsey & Whitney Trust
South Dakota
$1.14M
BFA
567
Bill Few Associates
Pennsylvania
$1.13M +$7.93K +14 +0.7%
HFA
568
High Falls Advisors
New York
$1.13M -$20.4K -36 -2%
CPA
569
Capital Planning Advisors
California
$1.13M
FA
570
FF Advisors
California
$1.13M
AMCA
571
Arthur M. Cohen & Associates
Illinois
$1.13M -$113K -199 -9%
NCM
572
NCM Capital Management
New Jersey
$1.13M
WWA
573
Wealth Watch Advisors
Colorado
$1.12M +$49.3K +87 +5%
BWP
574
Burling Wealth Partners
Illinois
$1.12M
OSAM
575
O'Shaughnessy Asset Management
Connecticut
$1.12M -$75.9K -134 -6%