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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 %
JPG
651
Jordan Park Group
California
$888K -$633K -1,186 -42%
LC
652
LCNB Corp
Ohio
$883K -$21.3K -40 -2%
AA
653
Alesco Advisors
New York
$880K +$50.7K +95 +6%
CCA
654
Carrera Capital Advisors
Michigan
$878K +$3.21K +6 +0.4%
TW
655
TritonPoint Wealth
Maryland
$876K
AP
656
Adero Partners
California
$876K
PFA
657
Pettinga Financial Advisors
Indiana
$873K +$72K +135 +9%
OWM
658
Orgel Wealth Management
Wisconsin
$872K -$1.6K -3 -0.2%
S
659
Sachetta
Massachusetts
$869K -$39K -73 -4%
GCP
660
GSA Capital Partners
United Kingdom
$869K -$303K -568 -26%
HIS
661
Harvest Investment Services
Illinois
$864K -$774K -1,450 -47%
PP
662
Prosperity Planning
Missouri
$862K -$14.4K -27 -2%
GFG
663
Greystone Financial Group
Michigan
$855K +$1.6K +3 +0.2%
RT
664
Rockland Trust
Massachusetts
$854K
SIA
665
SkyView Investment Advisors
New Jersey
$854K -$214K -400 -20%
ALWM
666
Andrews Lucia Wealth Management
California
$837K
AWA
667
Acorn Wealth Advisors
Michigan
$836K -$2.67K -5 -0.3%
AI
668
Accredited Investors
Minnesota
$836K
RFA
669
RTD Financial Advisors
Pennsylvania
$832K
V
670
VeraBank
Texas
$824K
USWIA
671
UP Strategic Wealth Investment Advisors
Pennsylvania
$820K
AMM
672
American Money Management
California
$818K
SWC
673
Spectrum Wealth Counsel
Indiana
$814K -$129K -242 -14%
CBA
674
Coastal Bridge Advisors
Connecticut
$808K +$808K +1,515 New
CP
675
Clarendon Private
Massachusetts
$805K +$3.2K +6 +0.4%