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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 %
CHAM
551
Clear Harbor Asset Management
Connecticut
$1.23M +$142K +266 +13%
CRWM
552
Castle Rock Wealth Management
California
$1.22M -$66.4K -124 -5%
ACM
553
Allred Capital Management
Texas
$1.21M
SWA
554
SOA Wealth Advisors
New York
$1.2M
PPW
555
Pasadena Private Wealth
California
$1.2M +$1.2M +2,250 New
WF
556
Warner Financial
Maryland
$1.2M -$6.94K -13 -0.6%
Macquarie Group
557
Macquarie Group
Australia
$1.2M +$1.2M +2,244 New
HR
558
Howe & Rusling
New York
$1.2M
AI
559
Atria Investments
North Carolina
$1.18M -$2.03M -3,803 -63%
WS
560
Wedbush Securities
California
$1.18M +$1.07K +2 +0.1%
KSB
561
Kennebec Savings Bank
Maine
$1.18M -$13.9K -26 -1%
GFP
562
Gryphon Financial Partners
Ohio
$1.17M +$19.2K +36 +2%
TF
563
Tompkins Financial
New York
$1.17M +$153K +287 +15%
AMCA
564
Arthur M. Cohen & Associates
Illinois
$1.17M +$193K +362 +20%
CIA
565
Choate Investment Advisors
Massachusetts
$1.17M -$162K -303 -12%
PL
566
Plancorp LLC
Missouri
$1.15M +$619K +1,160 +116%
ACM
567
AlphaStar Capital Management
North Carolina
$1.14M +$28.3K +53 +3%
MOS
568
MGO One Seven
Ohio
$1.14M -$42.7K -80 -4%
GVAG
569
Great Valley Advisor Group
Delaware
$1.13M +$2.67K +5 +0.2%
BSA
570
Braun Stacey Associates
New York
$1.13M -$128K -239 -10%
LWM
571
Lyell Wealth Management
California
$1.13M -$56.5K -106 -5%
SCTC
572
Sanibel Captiva Trust Company
Florida
$1.13M -$1.07K -2 -0.1%
OSAM
573
O'Shaughnessy Asset Management
Connecticut
$1.13M +$380K +713 +51%
TA
574
TruWealth Advisors
Louisiana
$1.12M
EB
575
Emprise Bank
Kansas
$1.12M