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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
Simplex Trading
651
Simplex Trading
Illinois
$900K
EWP
652
Elevation Wealth Partners
California
$896K
APP
653
Avantax Planning Partners
Iowa
$890K
AI
654
Accredited Investors
Minnesota
$887K
PFT
655
Providence First Trust
Arizona
$887K
PFA
656
Pettinga Financial Advisors
Indiana
$884K
RFA
657
RTD Financial Advisors
Pennsylvania
$884K
OFG
658
Omega Financial Group
California
$877K
USWIA
659
UP Strategic Wealth Investment Advisors
Pennsylvania
$871K
AMM
660
American Money Management
California
$864K
CP
661
Clarendon Private
Massachusetts
$857K
GWP
662
Gen-Wealth Partners
Michigan
$857K
CCA
663
Carrera Capital Advisors
Michigan
$853K
WF
664
Warner Financial
Maryland
$851K
RCS
665
Retirement Capital Strategies
California
$851K
HCM
666
Howland Capital Management
Massachusetts
$851K
MAG
667
M3 Advisory Group
Massachusetts
$848K
VIM
668
Vista Investment Management
Pennsylvania
$845K
GPI
669
General Partner Inc
Pennsylvania
$841K
BA
670
Bridgewater Advisors
New York
$840K
SIS
671
Sound Income Strategies
Florida
$835K
RWM
672
Rialto Wealth Management
New York
$833K
RGC
673
Roberts, Glore & Co
Illinois
$833K
PCP
674
Panoramic Capital Partners
Oregon
$832K
QCM
675
QRG Capital Management
Illinois
$825K