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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
DIA
626
Dana Investment Advisors
Wisconsin
$962K
OWA
627
ORBA Wealth Advisors
Illinois
$956K
MC
628
Moors & Cabot
Massachusetts
$953K
CRWM
629
Castle Rock Wealth Management
California
$951K
LPT
630
Legacy Private Trust
Wisconsin
$943K
JPG
631
Jordan Park Group
California
$943K
SSW
632
Stone Summit Wealth
Florida
$942K
OFS
633
OneAscent Financial Services
Alabama
$941K
CICC
634
Capital Investment Counsel (Colorado)
Colorado
$938K
IAS
635
Insigneo Advisory Services
Florida
$937K
AA
636
Alesco Advisors
New York
$934K
AWA
637
Acorn Wealth Advisors
Michigan
$934K
LC
638
LCNB Corp
Ohio
$929K
OWM
639
Orgel Wealth Management
Wisconsin
$926K
S
640
Sachetta
Massachusetts
$923K
TW
641
TritonPoint Wealth
Maryland
$922K
BAAM
642
Baker Avenue Asset Management
California
$922K
GCM
643
Gator Capital Management
Florida
$920K
PP
644
Prosperity Planning
Missouri
$915K
GFG
645
Greystone Financial Group
Michigan
$909K
ONST
646
Old North State Trust
North Carolina
$907K
RT
647
Rockland Trust
Massachusetts
$907K
SB
648
SIG Brokerage
New York
$906K
SIA
649
SkyView Investment Advisors
New Jersey
$906K
BFA
650
Beacon Financial Advisory
Ohio
$905K