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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
NCM
576
NCM Capital Management
New Jersey
$1.13M
WWA
577
Wealth Watch Advisors
Colorado
$1.12M
BWP
578
Burling Wealth Partners
Illinois
$1.12M
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$1.12M
HI
580
Horizon Investments
North Carolina
$1.12M
JAG
581
Journey Advisory Group
Kentucky
$1.12M
OWP
582
Obermeyer Wealth Partners
Colorado
$1.12M
GVAG
583
Great Valley Advisor Group
Delaware
$1.12M
RCA
584
Runnymede Capital Advisors
Ohio
$1.11M
FRA
585
Frank Rimerman Advisors
California
$1.11M
SCM
586
Sebold Capital Management
Illinois
$1.11M
SI
587
Stephens Inc
Arkansas
$1.1M
WPC
588
White Pine Capital
Minnesota
$1.1M
LWM
589
Lyell Wealth Management
California
$1.09M
TFG
590
Taylor Financial Group
Virginia
$1.09M
BJL
591
Brighton Jones LLC
Washington
$1.09M
KOC
592
Koss-Olinger Consulting
Florida
$1.08M
MIAS
593
Mason Investment Advisory Services
Virginia
$1.08M
CCWM
594
Cassaday & Co Wealth Management
Virginia
$1.07M
MWM
595
Maltin Wealth Management
New Jersey
$1.07M
PWG
596
Private Wealth Group
Florida
$1.07M
FWM
597
Forza Wealth Management
Florida
$1.06M
CSIC
598
Clifford Swan Investment Counsel
California
$1.06M
LSIA
599
LaSalle St. Investment Advisors
Illinois
$1.06M
EWA
600
EverSource Wealth Advisors
Alabama
$1.06M