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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 %
LPT
626
Legacy Private Trust
Wisconsin
$943K -$566 -1 -0.1%
JPG
627
Jordan Park Group
California
$943K
SSW
628
Stone Summit Wealth
Florida
$942K -$1.57M -2,771 -62%
OFS
629
OneAscent Financial Services
Alabama
$941K -$231K -405 -20%
CICC
630
Capital Investment Counsel (Colorado)
Colorado
$938K +$674K +1,190 +256%
IAS
631
Insigneo Advisory Services
Florida
$937K -$794K -1,401 -46%
AA
632
Alesco Advisors
New York
$934K
AWA
633
Acorn Wealth Advisors
Michigan
$934K +$46.5K +82 +5%
LC
634
LCNB Corp
Ohio
$929K -$8.5K -15 -0.9%
OWM
635
Orgel Wealth Management
Wisconsin
$926K
S
636
Sachetta
Massachusetts
$923K +$566 +1 +0.1%
TW
637
TritonPoint Wealth
Maryland
$922K -$9.09K -16 -1%
BAAM
638
Baker Avenue Asset Management
California
$922K -$116K -205 -11%
GCM
639
Gator Capital Management
Florida
$920K +$161K +285 +21%
PP
640
Prosperity Planning
Missouri
$915K
GFG
641
Greystone Financial Group
Michigan
$909K +$1.7K +3 +0.2%
ONST
642
Old North State Trust
North Carolina
$907K -$39.7K -70 -4%
RT
643
Rockland Trust
Massachusetts
$907K
SB
644
SIG Brokerage
New York
$906K +$906K +1,600 New
SIA
645
SkyView Investment Advisors
New Jersey
$906K
BFA
646
Beacon Financial Advisory
Ohio
$905K -$133K -235 -13%
Simplex Trading
647
Simplex Trading
Illinois
$900K +$503K +888 +126%
EWP
648
Elevation Wealth Partners
California
$896K -$168K -296 -16%
APP
649
Avantax Planning Partners
Iowa
$890K -$161K -284 -15%
AI
650
Accredited Investors
Minnesota
$887K