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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
17.77%
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 %
PFT
651
Providence First Trust
Arizona
$887K +$76.5K +135 +9%
PFA
652
Pettinga Financial Advisors
Indiana
$884K -$42.5K -75 -5%
RFA
653
RTD Financial Advisors
Pennsylvania
$884K
OFG
654
Omega Financial Group
California
$877K +$53.2K +94 +6%
USWIA
655
UP Strategic Wealth Investment Advisors
Pennsylvania
$871K
AMM
656
American Money Management
California
$864K -$4.53K -8 -0.5%
CP
657
Clarendon Private
Massachusetts
$857K +$1.7K +3 +0.2%
GWP
658
Gen-Wealth Partners
Michigan
$857K +$2.83K +5 +0.3%
CCA
659
Carrera Capital Advisors
Michigan
$853K -$80.7K -142 -9%
WF
660
Warner Financial
Maryland
$851K -$422K -745 -33%
RCS
661
Retirement Capital Strategies
California
$851K
HCM
662
Howland Capital Management
Massachusetts
$851K
MAG
663
M3 Advisory Group
Massachusetts
$848K +$14.7K +26 +2%
VIM
664
Vista Investment Management
Pennsylvania
$845K -$6.23K -11 -0.7%
GPI
665
General Partner Inc
Pennsylvania
$841K
BA
666
Bridgewater Advisors
New York
$840K +$92K +157 +12%
SIS
667
Sound Income Strategies
Florida
$835K +$833K +1,470 +36,750%
RWM
668
Rialto Wealth Management
New York
$833K -$1.13K -2 -0.1%
RGC
669
Roberts, Glore & Co
Illinois
$833K +$104K +183 +14%
PCP
670
Panoramic Capital Partners
Oregon
$832K
QCM
671
QRG Capital Management
Illinois
$825K +$505K +892 +158%
PBF
672
Petix & Botte Financial
California
$821K
RCP
673
Rothschild Capital Partners
New York
$821K +$2.27K +4 +0.3%
GC
674
Grimes & Company
Massachusetts
$819K -$2.27K -4 -0.3%
BWM
675
BigSur Wealth Management
Florida
$818K