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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 %
EWA
601
EverSource Wealth Advisors
Alabama
$1.05M -$149K -280 -12%
FRA
602
Frank Rimerman Advisors
California
$1.05M -$71K -133 -6%
MIAS
603
Mason Investment Advisory Services
Virginia
$1.05M
APA
604
Astoria Portfolio Advisors
New York
$1.04M
CCWM
605
Cassaday & Co Wealth Management
Virginia
$1.04M +$26.7K +50 +3%
GWS
606
Glassman Wealth Services
Virginia
$1.04M
EAM
607
Evanson Asset Management
California
$1.04M -$1.6K -3 -0.2%
SI
608
Stephens Inc
Arkansas
$1.04M +$181K +340 +21%
AP
609
Appleton Partners
Massachusetts
$1.04M +$514K +963 +98%
SW
610
Simplicity Wealth
New Jersey
$1.03M +$358K +671 +53%
CI
611
CX Institutional
Indiana
$1.03M -$39.5K -74 -4%
WPC
612
White Pine Capital
Minnesota
$1.03M -$4.8K -9 -0.5%
KOC
613
Koss-Olinger Consulting
Florida
$1.02M +$1.02M +1,910 New
BFG
614
Berger Financial Group
Minnesota
$1.02M +$494K +926 +94%
WWA
615
Wealth Watch Advisors
Colorado
$1.01M -$27.2K -51 -3%
PWG
616
Private Wealth Group
Florida
$1.01M
EWP
617
Elevation Wealth Partners
California
$1M -$534 -1 -0.1%
FWM
618
Forza Wealth Management
Florida
$1M -$39.5K -74 -4%
CSIC
619
Clifford Swan Investment Counsel
California
$998K
FNBOMD
620
First National Bank of Mount Dora
Florida
$997K -$22.4K -42 -2%
BBNA
621
Bremer Bank National Association
Minnesota
$991K
APP
622
Avantax Planning Partners
Iowa
$990K -$100K -188 -9%
BFA
623
Beacon Financial Advisory
Ohio
$977K -$10.7K -20 -1%
FPGT
624
Financial Partners Group (Tennessee)
Tennessee
$977K -$137K -256 -12%
BAAM
625
Baker Avenue Asset Management
California
$977K -$276K -518 -22%